National Rural Electric Cooperative Association Post-Employment Health Reimbursement Arrangement Plan — Form 5500 plan (National Rural Electric Cooperative 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 Rural Electric Cooperative Association Post-Employment Health Reimbursement Arrangement Plan is a benefit plan reported by National Rural Electric Cooperative Association under EIN 53-0116145 and plan number 545. The latest loaded filing year is 2023. The filing reports 234 participants and $12,758,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Rural Electric Cooperative Association
- EIN
- 53-0116145
- Plan number
- 545
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20240722144731NAL0010642289001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $12,758,696
- Total liabilities (EOY)
- $54,880
- Net assets (EOY)
- $12,703,816
- Net assets (BOY)
- $16,854,872
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,261,820
Expenses & distributions
- Benefits paid
- $1,063,989
- Administrative expenses
- $4,348,887
- Total expenses
- $5,412,876
- Net increase / (decrease)
- -$4,151,056
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $20,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTING | $17,890 | not reported in the loaded dataset | 2023 |