National Railroad Passenger Corporation Savings Plan — 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, National Railroad Passenger Corporation Savings Plan is a benefit plan reported by National Railroad Passenger Corporation under EIN 52-0910053 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,783 participants and $779,975,861 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
333
Plan type
3
Location
Washington, DC
Latest filing year
2023
Participants
4,783
End-of-year plan assets
$779,975,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,783H, C20240929182330NAL0002209891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$779,975,861
Total liabilities (EOY)
$33,000
Net assets (EOY)
$779,942,861
Net assets (BOY)
$624,473,747

Income & contributions

Employer contributions
$32,336,641
Participant contributions
$47,652,023
Total contributions
$94,538,834
Total income / additions
$202,130,346

Expenses & distributions

Benefits paid
$46,209,745
Administrative expenses
$379,058
Total expenses
$46,661,232
Net increase / (decrease)
$155,469,114

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$161,289$02023
Ernst & Young Us LlpACCOUNTANT/AUDITOR$33,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$14,787not reported in the loaded dataset2023

Related Form 5500 pages