2023 Form 5500 filing — The National Education Association And Affiliate Retiree Health 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 20241014203214NAL0027118721004) for The National Education Association And Affiliate Retiree Health Plan, reported by National Education Association And Affiliate Retiree Health Plan under EIN 53-0115260 and plan number 513. It reports 667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014203214NAL0027118721004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- National Education Association And Affiliate Retiree Health Plan
- EIN
- 53-0115260
- Plan number
- 513
- Location
- Washington, DC
- Participants
- 667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $248,670,361
- Total liabilities (EOY)
- $1,438,166
- Net assets (EOY)
- $247,232,195
- Employer contributions
- $6,724,126
- Total income / additions
- $41,934,396
- Benefits paid
- $11,747,132
- Administrative expenses
- $643,687
- Total expenses
- $12,390,819
- Net increase / (decrease)
- $29,543,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Insurance Company | CLAIMS PROCESSOR | $312,756 | $0 |
| Vanguard | NONE | $184,451 | $0 |
| Buck Global, LLC | NONE | $71,708 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $40,000 | not reported in the loaded dataset |
| Womble Bond Dickinson (Us) Llp | NONE | $21,585 | not reported in the loaded dataset |