2023 Form 5500 filing — Nsba 403(B) 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 20241015211832NAL0030940657001) for Nsba 403(B) Plan, reported by National School Boards Association under EIN 36-2210015 and plan number 004. It reports 145 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)$13.7MReported net assets$13,699,910
Participants145
Provider compensation$54.2K5 Schedule C row(s)$54,248
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015211832NAL0030940657001
- Plan sponsor
- National School Boards Association
- EIN
- 36-2210015
- Plan number
- 004
- Location
- Alexandria, 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)$13.7M total assets
Net assets$13.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,699,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,699,910
- Employer contributions
- $200,443
- Participant contributions
- $299,018
- Total income / additions
- $2,507,513
- Benefits paid
- $2,586,991
- Administrative expenses
- $54,248
- Total expenses
- $2,641,239
- Net increase / (decrease)
- -$133,726
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $28,925 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $25,788 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $360 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $50 | $0 |
| Retirement Benefit Solutions, LLC | CONTRACT ADMIN | -$875 | not reported in the loaded dataset |