Nea Member Benefits Defined Contribution Retirement Plan — Form 5500 plan (Nea Member Benefits)

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, Nea Member Benefits Defined Contribution Retirement Plan is a benefit plan reported by Nea Member Benefits under EIN 52-0855767 and plan number 002. The latest loaded filing year is 2023. The filing reports 78 participants and $17,670,834 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nea Member Benefits
EIN
52-0855767
Plan number
002
Plan type
2
Location
Gaithersburg, MD
Latest filing year
2023
Participants
78
End-of-year plan assets
$17,670,834

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378I20240814145328NAL0006560403001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$17,670,834
Net assets (EOY)
$17,670,834
Net assets (BOY)
$14,491,101

Income & contributions

Employer contributions
$1,019,082
Participant contributions
$0
Total income / additions
$3,328,384

Expenses & distributions

Benefits paid
$88,687
Total expenses
$148,651
Net increase / (decrease)
$3,179,733

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages