National Federation Of Independent Business Retirement Plan — Form 5500 plan (National Federation Of Independent Business, 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, National Federation Of Independent Business Retirement Plan is a benefit plan reported by National Federation Of Independent Business, Inc. under EIN 94-0707299 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,281 participants and $33,807,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Federation Of Independent Business, Inc.
- EIN
- 94-0707299
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 1,281
- End-of-year plan assets
- $33,807,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,281 | H, C | 20240826185159NAL0010011665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,807,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,807,504
- Net assets (BOY)
- $76,035,914
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $4,284,674
Expenses & distributions
- Benefits paid
- $45,384,500
- Administrative expenses
- $1,128,584
- Total expenses
- $46,513,084
- Net increase / (decrease)
- -$42,228,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates Inc. | NONE | $97,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $38,253 | $0 | 2023 |
| Lbmc, Pc | NONE | $13,300 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick | NONE | $11,775 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management Hq | NONE | $10,051 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Federation Of Independent Business, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Marquette Associates Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Lbmc, Pc — Schedule C compensation
- Kayne Anderson Rudnick — Schedule C compensation
- Acadian Asset Management Hq — Schedule C compensation