Nhca And Affiliates Retirement And Savings Plan — Form 5500 plan (Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan)
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, Nhca And Affiliates Retirement And Savings Plan is a benefit plan reported by Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan under EIN 80-0211177 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,421 participants and $196,278,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan
- EIN
- 80-0211177
- Plan number
- 001
- Plan type
- 3
- Location
- Valley Stream, NY
- Latest filing year
- 2023
- Participants
- 9,421
- End-of-year plan assets
- $196,278,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,421 | H, C | 20241014101053NAL0013108307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $196,278,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,278,506
- Net assets (BOY)
- $165,938,332
Income & contributions
- Employer contributions
- $9,374,570
- Participant contributions
- $12,329,796
- Total contributions
- $23,942,548
- Total income / additions
- $51,812,982
Expenses & distributions
- Benefits paid
- $20,767,525
- Administrative expenses
- $557,616
- Total expenses
- $21,472,808
- Net increase / (decrease)
- $30,340,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $557,615 | $0 | 2023 |
| Schulte Roth & Zabel Llp | LEGAL | $0 | $55,829 | 2023 |
| Morgan Stanley Smith Barney LLC | OTHER SERVICES | $0 | $37,500 | 2023 |
| Novak Francella Cpa | ACCOUNTANT | $0 | $15,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valley Stream, NY
- Principal Life Insurance Company — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Novak Francella Cpa — Schedule C compensation