National Bank Holdings Corporation 401(K) Plan — Form 5500 plan (National Bank Holdings Corp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Bank Holdings Corporation 401(K) Plan is a benefit plan reported by National Bank Holdings Corp under EIN 27-0563799 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,526 participants and $68,667,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Bank Holdings Corp
- EIN
- 27-0563799
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 1,526
- End-of-year plan assets
- $68,667,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,526 | H, C | 20241015160605NAL0050356640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,667,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,667,614
- Net assets (BOY)
- $57,399,066
Income & contributions
- Employer contributions
- $1,755,697
- Participant contributions
- $5,921,860
- Total contributions
- $10,611,464
- Total income / additions
- $20,516,100
Expenses & distributions
- Benefits paid
- $9,056,619
- Administrative expenses
- $190,933
- Total expenses
- $9,247,552
- Net increase / (decrease)
- $11,268,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $130,663 | $0 | 2023 |
| Lockton Investment Advisors, LLC | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Cbiz Mhm, LLC | NONE | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Bank Holdings Corp
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greenwood Village, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Cbiz Mhm, LLC — Schedule C compensation