Plan5500

Nbcuniversal Capital Accumulation Plan (Cap) — Form 5500 plan (Nbcuniversal, LLC)

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, Nbcuniversal Capital Accumulation Plan (Cap) is a benefit plan reported by Nbcuniversal, LLC under EIN 27-3526824 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,171 participants and $329,574,461 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nbcuniversal, LLC
EIN
27-3526824
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
10,171
End-of-year plan assets
$329,574,461

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,171H, C20241004100131NAL0019433328002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$329,574,461
Net assets (EOY)
$329,574,461
Net assets (BOY)
$268,551,509

Income & contributions

Employer contributions
$11,285,922
Participant contributions
$21,929,660
Total contributions
$37,109,104
Total income / additions
$87,713,476

Expenses & distributions

Benefits paid
$26,190,990
Administrative expenses
$270,925
Total expenses
$26,690,524
Net increase / (decrease)
$61,022,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inves Inst Opers Co, IncRECORDKEEPER$244,838$2,4752023
Sb & Company, LLCACCOUNTANT/ADVISOR$17,780not reported in the loaded dataset2023
Financial EnginesADVISOR$8,307not reported in the loaded dataset2023

Related Form 5500 pages