Federal National Mortgage Association Retirement Savings Plan For Employees — Form 5500 plan (Federal National Mortgage Association)

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, Federal National Mortgage Association Retirement Savings Plan For Employees is a benefit plan reported by Federal National Mortgage Association under EIN 52-0883107 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,137 participants and $3,918,113,552 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Federal National Mortgage Association
EIN
52-0883107
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
12,137
End-of-year plan assets
$3,918,113,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,137H, C20241001163327NAL0014364418001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,918,113,552
Total liabilities (EOY)
$0
Net assets (EOY)
$3,918,113,552
Net assets (BOY)
$3,215,368,612

Income & contributions

Employer contributions
$110,400,007
Participant contributions
$133,489,154
Total contributions
$256,527,550
Total income / additions
$894,478,474

Expenses & distributions

Benefits paid
$190,430,435
Administrative expenses
$1,243,914
Total expenses
$191,733,534
Net increase / (decrease)
$702,744,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$1,375,637not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$135,488$02023

Related Form 5500 pages