The National Geographic Society 403(B) Retirement Savings Plan — Form 5500 plan (The National Geographic Society)
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, The National Geographic Society 403(B) Retirement Savings Plan is a benefit plan reported by The National Geographic Society under EIN 53-0193519 and plan number 002. The latest loaded filing year is 2023. The filing reports 287 participants and $27,626,655 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.6MPlan net assets, end of year$27,626,655
Participants287Covered participants reported
Assets / participant$96.3KComputed: assets ÷ participants$96,260 (computed)
Provider compensation$5.6K1 Schedule C provider row(s)$5,602
- Plan sponsor
- The National Geographic Society
- EIN
- 53-0193519
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20241008191616NAL0035769618001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27.6M total assets
Net assets$27.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $27,626,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,626,655
- Net assets (BOY)
- $27,811,159
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,685,633
Expenses & distributions
- Benefits paid
- $3,864,534
- Administrative expenses
- $5,603
- Total expenses
- $3,870,137
- Net increase / (decrease)
- -$184,504
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income105%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,602 | $0 | 2023 |