The National Education Association And Affiliate Retiree Health Plan — Form 5500 plan (National Education Association And Affiliate Retiree Health Plan)
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, The National Education Association And Affiliate Retiree Health Plan is a benefit plan reported by National Education Association And Affiliate Retiree Health Plan under EIN 53-0115260 and plan number 513. The latest loaded filing year is 2023. The filing reports 667 participants and $248,670,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Education Association And Affiliate Retiree Health Plan
- EIN
- 53-0115260
- Plan number
- 513
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 667
- End-of-year plan assets
- $248,670,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 667 | H, C | 20241014203214NAL0027118721004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $248,670,361
- Total liabilities (EOY)
- $1,438,166
- Net assets (EOY)
- $247,232,195
- Net assets (BOY)
- $217,688,618
Income & contributions
- Employer contributions
- $6,724,126
- Total contributions
- $6,724,126
- Total income / additions
- $41,934,396
Expenses & distributions
- Benefits paid
- $11,747,132
- Administrative expenses
- $643,687
- Total expenses
- $12,390,819
- Net increase / (decrease)
- $29,543,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Insurance Company | CLAIMS PROCESSOR | $312,756 | $0 | 2023 |
| Vanguard | NONE | $184,451 | $0 | 2023 |
| Buck Global, LLC | NONE | $71,708 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Womble Bond Dickinson (Us) Llp | NONE | $21,585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Education Association And Affiliate Retiree Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- United Healthcare Insurance Company — Schedule C compensation
- Vanguard — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Womble Bond Dickinson (Us) Llp — Schedule C compensation