Nexus Retirement Plan — Form 5500 plan (Nexus Family Healing)

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, Nexus Retirement Plan is a benefit plan reported by Nexus Family Healing under EIN 41-1419064 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,998 participants and $48,244,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nexus Family Healing
EIN
41-1419064
Plan number
001
Plan type
2
Location
Plymouth, MN
Latest filing year
2023
Participants
1,998
End-of-year plan assets
$48,244,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,998H, C20241004105030NAL0019482752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,244,683
Total liabilities (EOY)
$0
Net assets (EOY)
$48,244,683
Net assets (BOY)
$39,425,691

Income & contributions

Employer contributions
$1,751,272
Participant contributions
$3,324,373
Total contributions
$5,433,880
Total income / additions
$12,627,970

Expenses & distributions

Benefits paid
$3,574,394
Administrative expenses
$234,584
Total expenses
$3,808,978
Net increase / (decrease)
$8,818,992

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$207,584not reported in the loaded dataset2023
Advanced Capital GroupNONE$27,000not reported in the loaded dataset2023

Related Form 5500 pages