2023 Form 5500 filing — National Rural Electric Cooperative Association Post-Employment Health Reimbursement Arrangement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722144731NAL0010642289001) for National Rural Electric Cooperative Association Post-Employment Health Reimbursement Arrangement Plan, reported by National Rural Electric Cooperative Association under EIN 53-0116145 and plan number 545. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.7MReported net assets$12,703,816
Participants234
Provider compensation$37.9K2 Schedule C row(s)$37,890
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240722144731NAL0010642289001
- Plan sponsor
- National Rural Electric Cooperative Association
- EIN
- 53-0116145
- Plan number
- 545
- Location
- Arlington, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.8M total assets
Net assets$12.7MLiabilities$54.9K
Full reported line items
- Total assets (EOY)
- $12,758,696
- Total liabilities (EOY)
- $54,880
- Net assets (EOY)
- $12,703,816
- Total income / additions
- $1,261,820
- Benefits paid
- $1,063,989
- Administrative expenses
- $4,348,887
- Total expenses
- $5,412,876
- Net increase / (decrease)
- -$4,151,056
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $20,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTING | $17,890 | not reported in the loaded dataset |