Nfi Group - Participating Union 401(K) Plan — Form 5500 plan (New Flyer Holdings, 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, Nfi Group - Participating Union 401(K) Plan is a benefit plan reported by New Flyer Holdings, Inc. under EIN 98-0468607 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,043 participants and $26,785,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Flyer Holdings, Inc.
- EIN
- 98-0468607
- Plan number
- 003
- Plan type
- 2
- Location
- Des Plaines, IL
- Latest filing year
- 2023
- Participants
- 1,043
- End-of-year plan assets
- $26,785,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,043 | H, C | 20240813175113NAL0005977539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,785,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,785,764
- Net assets (BOY)
- $21,298,510
Income & contributions
- Employer contributions
- $1,536,517
- Participant contributions
- $1,899,323
- Total contributions
- $3,514,843
- Total income / additions
- $7,582,622
Expenses & distributions
- Benefits paid
- $2,501,587
- Administrative expenses
- $130,731
- Total expenses
- $2,632,318
- Net increase / (decrease)
- $4,950,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $75,948 | $0 | 2023 |
| Miller Cooper & Co Ltd | NONE | $29,500 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $23,817 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $17,593 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Flyer Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Des Plaines, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Miller Cooper & Co Ltd — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation