Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › National Life Insurance
National Life Insurance 401(k)
- Finance and insurance
- Montpelier, VT
- EIN 03-0144090
- 2 plans with Schedule H financials
- Plan year 2024
- National Life Insurance Company
- SEC registrant National Life Insurance Co
Administrative expenses excluding investment management, per participant · largest plan, National Life Group 401(k) Plan · plan year 2024
$97.45
Higher than 75% of the 2,324 plans $250M to 1B that report it.
Source
= $207,568 / 2,130
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002140834NAL0000564017001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002140834NAL0000564017001, received 2025-10-02
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.
Largest plan, all six figures: National Life Group 401(k) Plan
Administrative expenses excluding investment management, per participantheadline
$97.45
Higher than 75% of the 2,324 plans $250M to 1B that report it.
Source
= $207,568 / 2,130
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002140834NAL0000564017001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002140834NAL0000564017001, received 2025-10-02
Administrative expenses per participant
$97.45
Higher than 57% of the 2,405 plans $250M to 1B that report it.
Source
= $207,568 / 2,130
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002140834NAL0000564017001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002140834NAL0000564017001, received 2025-10-02
Administrative expenses as a share of assets
0.062%
Higher than 42% of the 2,407 plans $250M to 1B that report it.
Source
= $207,568 / $335,306,385
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002140834NAL0000564017001, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002140834NAL0000564017001, received 2025-10-02
Employer contributions per participant
$2,730
Higher than 43% of the 2,457 plans $250M to 1B that report it.
Source
= $5,815,576 / 2,130
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002140834NAL0000564017001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002140834NAL0000564017001, received 2025-10-02
Employer share of total contributions
22.2%
Higher than 22% of the 2,459 plans $250M to 1B that report it.
Source
= $5,815,576 / $26,214,782
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002140834NAL0000564017001, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002140834NAL0000564017001, received 2025-10-02
Plan terms, as stated in National Life Insurance Company's SEC filings
Plan terms are not published in public filings.
Plans sponsored
| Plan | Assets | Participants with a balance | Headline | Year |
|---|---|---|---|---|
| National Life Group 401(k) Plan | $335,306,385 | 2,130 | $97.45 administrative expenses excl. investment management, per participant | 2024 |
| National Life Insurance Company Agents Retirement Plan | $65,708,902 | 617 | $71.41 administrative expenses excl. investment management, per participant | 2024 |
Alerts, claims and corrections
Sponsor name as filed: NATIONAL LIFE INSURANCE COMPANY; SEC registrant: NATIONAL LIFE INSURANCE CO (CIK 862832, matched by EIN).