New York State Nurses Association 401(K) Plan — Form 5500 plan (New York State Nurses Association)
Plain-English plan 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, New York State Nurses Association 401(K) Plan is a benefit plan reported by New York State Nurses Association under EIN 14-0923749 and plan number 003. The latest loaded filing year is 2023. The filing reports 199 participants and $15,506,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York State Nurses Association
- EIN
- 14-0923749
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $15,506,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20240926111006NAL0000337827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,506,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,506,109
- Net assets (BOY)
- $13,784,845
Income & contributions
- Employer contributions
- $17,001
- Participant contributions
- $1,240,829
- Total contributions
- $1,338,536
- Total income / additions
- $3,314,720
Expenses & distributions
- Benefits paid
- $1,586,272
- Administrative expenses
- $2,700
- Total expenses
- $1,593,456
- Net increase / (decrease)
- $1,721,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $0 | $35,341 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,700 | $0 | 2023 |