Amtrak'S Retirement Savings Plan For Agreement Employees — Form 5500 plan (National Railroad Passenger Corporation)
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, Amtrak'S Retirement Savings Plan For Agreement Employees is a benefit plan reported by National Railroad Passenger Corporation under EIN 52-0910053 and plan number 003. The latest loaded filing year is 2023. The filing reports 19,081 participants and $860,938,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Railroad Passenger Corporation
- EIN
- 52-0910053
- Plan number
- 003
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 19,081
- End-of-year plan assets
- $860,938,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,081 | H, C | 20240929182216NAL0009435666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $860,938,458
- Total liabilities (EOY)
- $33,000
- Net assets (EOY)
- $860,905,458
- Net assets (BOY)
- $734,801,083
Income & contributions
- Employer contributions
- $13,170
- Participant contributions
- $78,920,512
- Total contributions
- $86,043,935
- Total income / additions
- $204,393,326
Expenses & distributions
- Benefits paid
- $77,127,415
- Administrative expenses
- $894,764
- Total expenses
- $78,288,951
- Net increase / (decrease)
- $126,104,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $691,148 | $0 | 2023 |
| Ernst & Young Us Llp | ACCOUNTANT/AUDITOR | $33,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,445 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Railroad Passenger Corporation
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Fidelity Investments Institutional — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation