Employees' Retirement Plan Of The National Education Association — Form 5500 plan (The National Education 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, Employees' Retirement Plan Of The National Education Association is a benefit plan reported by The National Education Association under EIN 53-0115260 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,934 participants and $881,121,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The National Education Association
- EIN
- 53-0115260
- Plan number
- 333
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 2,934
- End-of-year plan assets
- $881,121,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,934 | H, C | 20241015123804NAL0028445569002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $881,121,425
- Total liabilities (EOY)
- $12,888,330
- Net assets (EOY)
- $868,233,095
- Net assets (BOY)
- $816,881,122
Income & contributions
- Employer contributions
- $34,705,501
- Participant contributions
- $1,973,474
- Total contributions
- $36,678,975
- Total income / additions
- $126,968,086
Expenses & distributions
- Benefits paid
- $71,457,675
- Administrative expenses
- $4,158,438
- Total expenses
- $75,616,113
- Net increase / (decrease)
- $51,351,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harbourvest | NONE | $1,289,083 | $0 | 2023 |
| State Street Bank And Trust | TRUSTEE TO PLAN | $425,252 | $0 | 2023 |
| Western Asset Management | NONE | $356,128 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company, LLC | NONE | $330,435 | not reported in the loaded dataset | 2023 |
| Wellington Management Company Llp | NONE | $275,651 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $238,758 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $236,043 | not reported in the loaded dataset | 2023 |
| Nea | PLAN ADMINISTRATOR | $218,940 | not reported in the loaded dataset | 2023 |
| Wilshire Associates | NONE | $193,500 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Saindon, Murphy & We | NONE | $178,933 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Compa | NONE | $105,796 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors Lp | NONE | $49,236 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The National Education Association
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Harbourvest — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Nea — Schedule C compensation
- Wilshire Associates — Schedule C compensation
- Mooney, Green, Saindon, Murphy & We — Schedule C compensation
- Blackrock Institutional Trust Compa — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Rhumbline Advisors Lp — Schedule C compensation