Plan5500

National Treasury Employees Union — 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 Treasury Employees Union (EIN 53-0244795) is a plan sponsor located in Washington, DC with 3 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
53-0244795
Location
Washington, DC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for National Treasury Employees Union

  • 3 loaded plans hold $71.7M in reported assets.
  • The largest, N.T.E.U. 401(K) Plan, holds 79% of this company's reported plan assets.
  • Plans cover 501 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$71.7MSummed across loaded plans$71,657,734
Total reported assets$71.7M$71,657,734
Total reported participants501
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$71.7M total assets
Net assets$71.7MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$1.9M
Total income / additions$15.9M
Expenses & distributions
Benefits paid / distributions$8.9M
Total expenses$8.9M
Net increase / (decrease)$7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets79%N.T.E.U. 401(K) Plan
Participants per plan167Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    N.T.E.U. 401(K) Plan$56.8M
    Plan #001 · 202 participants · 2023
  2. 2
    N.T.E.U. Money Purchase Plan$14.8M
    Plan #002 · 176 participants · 2023
  3. 3
    National Treasury Employees Union Health Plannot reported in the loaded dataset
    Plan #503 · 123 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for National Treasury Employees Union. Open one for its full reported snapshot.

  1. 2023
    N.T.E.U. 401(K) Plan202 participants · 2Sch HSch C
    View filing →
  2. 2023
    N.T.E.U. Money Purchase Plan176 participants · 2Sch HSch C
    View filing →
  3. 2023
    National Treasury Employees Union Health Plan123 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does National Treasury Employees Union report on Form 5500?
National Treasury Employees Union (EIN 53-0244795) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for National Treasury Employees Union?
The Employer Identification Number (EIN) reported for National Treasury Employees Union is 53-0244795.
What is the latest Form 5500 filing year for National Treasury Employees Union?
The latest loaded Form 5500 filing year for National Treasury Employees Union is 2023.

Related Form 5500 pages