Non-Contributory Retirement Program For Certain Employees Of National Account Service Company — Form 5500 plan (National Account Service Company)
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, Non-Contributory Retirement Program For Certain Employees Of National Account Service Company is a benefit plan reported by National Account Service Company under EIN 58-1767730 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $67,357,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Account Service Company
- EIN
- 58-1767730
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $67,357,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241014073141NAL0026764657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,357,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,357,720
- Net assets (BOY)
- $66,822,298
Income & contributions
- Employer contributions
- $789,878
- Total contributions
- $789,878
- Total income / additions
- $6,005,072
Expenses & distributions
- Benefits paid
- $5,266,193
- Administrative expenses
- $203,457
- Total expenses
- $5,469,650
- Net increase / (decrease)
- $535,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Assocation | PLAN ADMIN | $58,161 | not reported in the loaded dataset | 2023 |
| Mercer Investment | INVESTMENT | $47,513 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | ACTUARIAL | $36,298 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $17,773 | not reported in the loaded dataset | 2023 |
| L&S Ventures LLC | CONSULTING | $11,891 | not reported in the loaded dataset | 2023 |
| Grant Thornton | ACCOUNTING | $9,684 | not reported in the loaded dataset | 2023 |
| Nomura Corporation | INVESTMENT MGMT | $5,065 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Account Service Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Blue Cross Blue Shield Assocation — Schedule C compensation
- Mercer Investment — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- L&S Ventures LLC — Schedule C compensation
- Grant Thornton — Schedule C compensation
- Nomura Corporation — Schedule C compensation