Nature Conservancy Savings & Retirement Plan — Form 5500 plan (The Nature Conservancy)

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, Nature Conservancy Savings & Retirement Plan is a benefit plan reported by The Nature Conservancy under EIN 53-0242652 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,880 participants and $1,099,994,425 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Nature Conservancy
EIN
53-0242652
Plan number
003
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
5,880
End-of-year plan assets
$1,099,994,425

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,880H, C20240717124425NAL0002509555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,099,994,425
Total liabilities (EOY)
$0
Net assets (EOY)
$1,099,994,425
Net assets (BOY)
$912,350,313

Income & contributions

Employer contributions
$26,732,965
Participant contributions
$43,432,228
Total contributions
$77,075,904
Total income / additions
$247,188,041

Expenses & distributions

Benefits paid
$59,543,929
Administrative expenses
$0
Total expenses
$59,543,929
Net increase / (decrease)
$187,644,112

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$191,995not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$197,077$02023

Related Form 5500 pages