Nonprofit Association Of The Midlands 403(B) Plan — Form 5500 plan (Nonprofit Association Of The Midlan Ds)
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, Nonprofit Association Of The Midlands 403(B) Plan is a benefit plan reported by Nonprofit Association Of The Midlan Ds under EIN 47-0778684 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,235 participants and $53,411,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nonprofit Association Of The Midlan Ds
- EIN
- 47-0778684
- Plan number
- 001
- Plan type
- 3
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 4,235
- End-of-year plan assets
- $53,411,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,235 | H, C | 20241015140701NAL0048308160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,411,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,411,850
- Net assets (BOY)
- $41,689,271
Income & contributions
- Employer contributions
- $2,976,653
- Participant contributions
- $6,242,929
- Total contributions
- $9,480,516
- Total income / additions
- $17,308,556
Expenses & distributions
- Benefits paid
- $5,380,116
- Administrative expenses
- $180,977
- Total expenses
- $5,585,977
- Net increase / (decrease)
- $11,722,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $129,873 | $0 | 2023 |
| Benefit Plans Inc | TPA | $89,847 | $24,043 | 2023 |
| Capfinancial Partners, LLC | ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research Adv | ADVISOR | $32,671 | not reported in the loaded dataset | 2023 |
| Captrust | ADVISOR | $20,959 | not reported in the loaded dataset | 2023 |
| Lincoln National Corp | SERVICE PROVIDER | $475 | $0 | 2023 |
| Empower Annuity Ins Company | RECORDKEEPER | $180 | $0 | 2023 |
| Deboer & Associates | AUDITOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nonprofit Association Of The Midlan Ds
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Nationwide — Schedule C compensation
- Benefit Plans Inc — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Cambridge Investment Research Adv — Schedule C compensation
- Captrust — Schedule C compensation
- Lincoln National Corp — Schedule C compensation
- Empower Annuity Ins Company — Schedule C compensation
- Deboer & Associates — Schedule C compensation