National Education Association And Affiliate Retiree Health Plan — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 Education Association And Affiliate Retiree Health Plan (EIN 53-0115260) is a plan sponsor located in Washington, DC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 53-0115260
- Location
- Washington, DC
- Loaded plans
- 9
- Total reported participants
- 2,639,770
- Total reported plan assets (EOY)
- $1,554,660,667
- Plans with financial data
- 4
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Employees' Retirement Plan Of The National Education Association | 333 | 2,934 | $881,121,425 | 2023 |
| The National Education Association And Affiliate Retiree Health Plan | 513 | 667 | $248,670,361 | 2023 |
| National Education Association 401(K) Retirement Savings Plan | 002 | 720 | $233,116,307 | 2023 |
| Nea Members Insurance Plan | 520 | 2,614,052 | $191,752,574 | 2023 |
| Nea Long Term Care Insurance Program | 527 | 16,787 | not reported in the loaded dataset | 2023 |
| Nea Hospital Income Insurance Program | 522 | 2,974 | not reported in the loaded dataset | 2023 |
| The National Education Association Welfare Benefit Plan | 508 | 1,396 | not reported in the loaded dataset | 2023 |
| The National Education Association Welfare Benefit Plan Ii | 509 | 206 | not reported in the loaded dataset | 2023 |
| Nea Excess Major Medical Plan | 525 | 34 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | National Education Association 401(K) Retirement Savings Plan | 720 | H, C | 20241011133242NAL0022839217001 |
| 2023 | The National Education Association And Affiliate Retiree Health Plan | 667 | H, C | 20241014203214NAL0027118721004 |
| 2023 | Employees' Retirement Plan Of The National Education Association | 2,934 | H, C | 20241015123804NAL0028445569002 |
| 2023 | Nea Long Term Care Insurance Program | 16,787 | — | 20250227112528NAL0001000819001 |
| 2023 | Nea Excess Major Medical Plan | 34 | — | 20250318160506NAL0006064176001 |
| 2023 | Nea Hospital Income Insurance Program | 2,974 | — | 20250318160522NAL0005283936001 |
| 2023 | The National Education Association Welfare Benefit Plan | 1,396 | — | 20250403083547NAL0015491504001 |
| 2023 | The National Education Association Welfare Benefit Plan Ii | 206 | — | 20250403083854NAL0016625280001 |