National Association Of Letter Carriers Health Benefit Plan For Employees And Staff — Form 5500 plan (Trustees, National Association Of Letter Carriers Health Benefit 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, National Association Of Letter Carriers Health Benefit Plan For Employees And Staff is a benefit plan reported by Trustees, National Association Of Letter Carriers Health Benefit Plan under EIN 54-1875242 and plan number 501. The latest loaded filing year is 2023. The filing reports 800 participants and $11,506,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees, National Association Of Letter Carriers Health Benefit Plan
- EIN
- 54-1875242
- Plan number
- 501
- Plan type
- 1
- Location
- Ashburn, VA
- Latest filing year
- 2023
- Participants
- 800
- End-of-year plan assets
- $11,506,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 800 | H, C | 20241014161322NAL0027828337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,506,166
- Total liabilities (EOY)
- $2,454,927
- Net assets (EOY)
- $9,051,239
- Net assets (BOY)
- $8,772,807
Income & contributions
- Employer contributions
- $13,017,490
- Participant contributions
- $825,411
- Total contributions
- $13,842,901
- Total income / additions
- $14,732,195
Expenses & distributions
- Benefits paid
- $12,999,710
- Administrative expenses
- $1,454,053
- Total expenses
- $14,453,763
- Net increase / (decrease)
- $278,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nalc Health Benefit Plan | RELATED ORGANIZATION | $730,230 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co. | NONE | $161,068 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $132,871 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | NONE | $91,421 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon Llp | NONE | $55,433 | not reported in the loaded dataset | 2023 |
| Regions Institutional Trust | NONE | $37,898 | not reported in the loaded dataset | 2023 |
| Bw Wilson Paper Company, Inc. | NONE | $27,681 | not reported in the loaded dataset | 2023 |
| Mosaic | NONE | $7,768 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees, National Association Of Letter Carriers Health Benefit Plan
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Ashburn, VA
- Nalc Health Benefit Plan — Schedule C compensation
- Cigna Health And Life Insurance Co. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation
- Regions Institutional Trust — Schedule C compensation
- Bw Wilson Paper Company, Inc. — Schedule C compensation
- Mosaic — Schedule C compensation