2023 Form 5500 filing — Njea Supplemental Savings 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 20250610152400NAL0014922129001) for Njea Supplemental Savings Plan, reported by New Jersey Education Association under EIN 21-0524390 and plan number 002. It reports 485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610152400NAL0014922129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Jersey Education Association
- EIN
- 21-0524390
- Plan number
- 002
- Location
- Trenton, NJ
- Participants
- 485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,438,873
- Net assets (EOY)
- $67,438,873
- Employer contributions
- $86,573
- Participant contributions
- $2,042,010
- Total income / additions
- $12,783,320
- Benefits paid
- $2,185,562
- Total expenses
- $2,185,756
- Net increase / (decrease)
- $10,597,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Partners LLC | NONE | $49,241 | not reported in the loaded dataset |
| T. Rowe Price Retirement Plan Servi | NONE | $8,778 | $0 |