2023 Form 5500 filing — Employees' Retirement Plan Of The National Education Association
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 20241015123804NAL0028445569002) for Employees' Retirement Plan Of The National Education Association, reported by The National Education Association under EIN 53-0115260 and plan number 333. It reports 2,934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123804NAL0028445569002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The National Education Association
- EIN
- 53-0115260
- Plan number
- 333
- Location
- Washington, DC
- Participants
- 2,934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $881,121,425
- Total liabilities (EOY)
- $12,888,330
- Net assets (EOY)
- $868,233,095
- Employer contributions
- $34,705,501
- Participant contributions
- $1,973,474
- Total income / additions
- $126,968,086
- Benefits paid
- $71,457,675
- Administrative expenses
- $4,158,438
- Total expenses
- $75,616,113
- Net increase / (decrease)
- $51,351,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harbourvest | NONE | $1,289,083 | $0 |
| State Street Bank And Trust | TRUSTEE TO PLAN | $425,252 | $0 |
| Western Asset Management | NONE | $356,128 | not reported in the loaded dataset |
| Loomis Sayles Trust Company, LLC | NONE | $330,435 | not reported in the loaded dataset |
| Wellington Management Company Llp | NONE | $275,651 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $238,758 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $236,043 | not reported in the loaded dataset |
| Nea | PLAN ADMINISTRATOR | $218,940 | not reported in the loaded dataset |
| Wilshire Associates | NONE | $193,500 | not reported in the loaded dataset |
| Mooney, Green, Saindon, Murphy & We | NONE | $178,933 | not reported in the loaded dataset |
| Blackrock Institutional Trust Compa | NONE | $105,796 | $0 |
| Calibre Cpa Group, Pllc | NONE | $80,000 | not reported in the loaded dataset |
| Rhumbline Advisors Lp | NONE | $49,236 | not reported in the loaded dataset |