2023 Form 5500 filing — Nba Players' Health And Welfare Benefit 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 20250415161303NAL0006021104001) for Nba Players' Health And Welfare Benefit Plan, reported by Board Of Trustees Nba Players' Health And Welfare Benefit under EIN 20-1260597 and plan number 501. It reports 2,056 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415161303NAL0006021104001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Nba Players' Health And Welfare Benefit
- EIN
- 20-1260597
- Plan number
- 501
- Location
- North Chesterfield, VA
- Participants
- 2,056
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $410,860,146
- Total liabilities (EOY)
- $1,018,700
- Net assets (EOY)
- $409,841,446
- Employer contributions
- $40,792,611
- Participant contributions
- $6,694,980
- Total income / additions
- $93,407,675
- Benefits paid
- $48,610,517
- Administrative expenses
- $1,096,764
- Total expenses
- $49,707,281
- Net increase / (decrease)
- $43,700,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust Company, N.A. | NONE | $639,228 | not reported in the loaded dataset |
| Galliard Capital Management, Inc. | NONE | $184,124 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $125,000 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $47,160 | not reported in the loaded dataset |
| Calogero & Associates, LLC | NONE | $24,363 | not reported in the loaded dataset |