Nhea Domestic Workers Retirement Plan — Form 5500 plan (National Household Employer 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, Nhea Domestic Workers Retirement Plan is a benefit plan reported by National Household Employer Association under EIN 56-2623004 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $4,410,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Household Employer Association
- EIN
- 56-2623004
- Plan number
- 002
- Plan type
- 3
- Location
- Clifton Park, NY
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $4,410,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241015150543NAL0030097025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,410,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,410,889
- Net assets (BOY)
- $3,348,639
Income & contributions
- Employer contributions
- $263,711
- Participant contributions
- $708,890
- Total contributions
- $1,029,232
- Total income / additions
- $1,607,660
Expenses & distributions
- Benefits paid
- $505,865
- Administrative expenses
- $39,545
- Total expenses
- $545,410
- Net increase / (decrease)
- $1,062,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Direct Advisors, LLC | NONE | $27,068 | not reported in the loaded dataset | 2023 |
| Chemung Canal Trust Company | NONE | $12,477 | not reported in the loaded dataset | 2023 |