Noblis, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (Noblis, Inc.)

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, Noblis, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Noblis, Inc. under EIN 54-1781521 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,439 participants and $458,065,671 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$458.1MPlan net assets, end of year$458,065,671
Participants3.4KCovered participants reported3,439
Assets / participant$133.2KComputed: assets ÷ participants$133,197 (computed)
Provider compensation$226.5K1 Schedule C provider row(s)$226,468
Plan sponsor
Noblis, Inc.
EIN
54-1781521
Plan number
002
Plan type
2
Location
Reston, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,439H, C20240731111500NAL0036368768001
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)$458.1M total assets
Net assets$458.1MLiabilities$0
Money in vs. money out
Total income / additions$112.3M
Total expenses$28M
Benefits paid / distributions$27.7M
Contributions
Employer$8.4M
Participant$27.2M
Full reported line items

Net assets

Total assets (EOY)
$458,065,671
Total liabilities (EOY)
$0
Net assets (EOY)
$458,065,671
Net assets (BOY)
$373,744,247

Income & contributions

Employer contributions
$8,440,778
Participant contributions
$27,249,415
Total contributions
$44,285,085
Total income / additions
$112,285,299

Expenses & distributions

Benefits paid
$27,714,692
Administrative expenses
$225,743
Total expenses
$27,963,875
Net increase / (decrease)
$84,321,424
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.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$226,468$02023

Related Form 5500 pages