Nsba 403(B) 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, Nsba 403(B) Plan is a benefit plan reported by National School Boards Association under EIN 36-2210015 and plan number 004. The latest loaded filing year is 2023. The filing reports 145 participants and $13,699,910 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.7MPlan net assets, end of year$13,699,910
Participants145Covered participants reported
Assets / participant$94.5KComputed: assets ÷ participants$94,482 (computed)
Provider compensation$54.2K5 Schedule C provider row(s)$54,248
- Plan sponsor
- National School Boards Association
- EIN
- 36-2210015
- Plan number
- 004
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241015211832NAL0030940657001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.7M total assets
Net assets$13.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,699,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,699,910
- Net assets (BOY)
- $13,833,636
Income & contributions
- Employer contributions
- $200,443
- Participant contributions
- $299,018
- Total contributions
- $499,461
- Total income / additions
- $2,507,513
Expenses & distributions
- Benefits paid
- $2,586,991
- Administrative expenses
- $54,248
- Total expenses
- $2,641,239
- Net increase / (decrease)
- -$133,726
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income103%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $28,925 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $25,788 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $360 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $50 | $0 | 2023 |
| Retirement Benefit Solutions, LLC | CONTRACT ADMIN | -$875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National School Boards Association
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Retirement Benefit Solutions, LLC — Schedule C compensation