Plan5500

National Conference Of Bar Examiners 403(B) Plan — Form 5500 plan (National Conference Of Bar Examiners)

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 Conference Of Bar Examiners 403(B) Plan is a benefit plan reported by National Conference Of Bar Examiners under EIN 36-2472009 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $24,215,154 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.2MPlan net assets, end of year$24,215,154
Participants149Covered participants reported
Assets / participant$162.5KComputed: assets ÷ participants$162,518 (computed)
Provider compensation$42.3K2 Schedule C provider row(s)$42,296
Plan sponsor
National Conference Of Bar Examiners
EIN
36-2472009
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    149 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.2M total assets
Net assets$24.2MLiabilities—
Money in vs. money out
Total income / additions$5.7M
Total expenses$740.2K
Benefits paid / distributions$739.4K
Contributions
Employer$876K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$24,215,154
Net assets (EOY)
$24,215,154
Net assets (BOY)
$19,258,395

Income & contributions

Employer contributions
$876,002
Participant contributions
$1,441,121
Total contributions
$2,412,159
Total income / additions
$5,696,919

Expenses & distributions

Benefits paid
$739,445
Administrative expenses
$715
Total expenses
$740,160
Net increase / (decrease)
$4,956,759
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Northwestern Mutual Investment Svcs$36K
    BROKER/ADVISOR · Direct $0 · Indirect $36K
  2. 2
    Pensionmark Financial Group LLC$6.3K
    INVESTMENT ADVISOR · Direct $6.3K · Indirect $0

Related Form 5500 pages