National School Boards Association Pension Plan — Form 5500 plan (National School Boards 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, National School Boards Association Pension Plan is a benefit plan reported by National School Boards Association under EIN 36-2210015 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $30,744,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National School Boards Association
EIN
36-2210015
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
Participants
173
End-of-year plan assets
$30,744,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241009174127NAL0038575074001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,744,393
Net assets (EOY)
$30,744,393
Net assets (BOY)
$30,248,254

Income & contributions

Total income / additions
$3,980,194

Expenses & distributions

Benefits paid
$3,249,045
Administrative expenses
$235,010
Total expenses
$3,484,055
Net increase / (decrease)
$496,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$105,606$02023
Morgan Stanley Dean WitterBROKER$0$60,5052023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages