Navy-Marine Corps Relief Society Employees' Pension Plan — Form 5500 plan (Navy-Marine Corps Relief Society - Nmcrs)
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, Navy-Marine Corps Relief Society Employees' Pension Plan is a benefit plan reported by Navy-Marine Corps Relief Society - Nmcrs under EIN 53-0204618 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $50,017,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Navy-Marine Corps Relief Society - Nmcrs
- EIN
- 53-0204618
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $50,017,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20241014083839NAL0014653859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,017,083
- Net assets (EOY)
- $50,017,083
- Net assets (BOY)
- $46,378,032
Income & contributions
- Employer contributions
- $100,000
- Total contributions
- $100,000
- Total income / additions
- $7,350,586
Expenses & distributions
- Benefits paid
- $3,531,554
- Administrative expenses
- $179,981
- Total expenses
- $3,711,535
- Net increase / (decrease)
- $3,639,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $110,495 | not reported in the loaded dataset | 2023 |
| Suntrust | NONE | $69,486 | not reported in the loaded dataset | 2023 |