The Nemours Foundation Section 403(B) Plan — Form 5500 plan (The Nemours Foundation)
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 Nemours Foundation Section 403(B) Plan is a benefit plan reported by The Nemours Foundation under EIN 59-0634433 and plan number 002. The latest loaded filing year is 2023. The filing reports 13,875 participants and $1,134,668,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Nemours Foundation
- EIN
- 59-0634433
- Plan number
- 002
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 13,875
- End-of-year plan assets
- $1,134,668,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,875 | H, C | 20240918092710NAL0004078081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,134,668,210
- Net assets (EOY)
- $1,134,668,210
- Net assets (BOY)
- $924,429,166
Income & contributions
- Employer contributions
- $51,084,360
- Participant contributions
- $61,848,075
- Total contributions
- $119,744,275
- Total income / additions
- $280,713,124
Expenses & distributions
- Benefits paid
- $69,379,124
- Administrative expenses
- $1,037,969
- Total expenses
- $70,474,080
- Net increase / (decrease)
- $210,239,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $957,454 | $0 | 2023 |
| Valic | RECORDKEEPER | $25,252 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | RECORDKEEPER | $18,350 | not reported in the loaded dataset | 2023 |
| Larson Financial Group LLC | SECURITIES BROKER | $14,180 | not reported in the loaded dataset | 2023 |
| Hill Ward Henderson | LEGAL | $6,925 | not reported in the loaded dataset | 2023 |
| Mcadam LLC | SECURITIES BROKER | $6,892 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $2,610 | $2,610 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Nemours Foundation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Transamerica Retirement Solutions — Schedule C compensation
- Valic — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Larson Financial Group LLC — Schedule C compensation
- Hill Ward Henderson — Schedule C compensation
- Mcadam LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation