2023 Form 5500 filing — National Rural Electric Cooperative Association Post-Employment Health Reimbursement Arrangement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722144731NAL0010642289001) for National Rural Electric Cooperative Association Post-Employment Health Reimbursement Arrangement Plan, reported by National Rural Electric Cooperative Association under EIN 53-0116145 and plan number 545. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.7MReported net assets$12,703,816
Participants234
Provider compensation$37.9K2 Schedule C row(s)$37,890
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240722144731NAL0010642289001
Plan sponsor
National Rural Electric Cooperative Association
EIN
53-0116145
Plan number
545
Location
Arlington, VA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.8M total assets
Net assets$12.7MLiabilities$54.9K
Money in vs. money out
Total income / additions$1.3M
Total expenses$5.4M
Benefits paid / distributions$1.1M
Full reported line items
Total assets (EOY)
$12,758,696
Total liabilities (EOY)
$54,880
Net assets (EOY)
$12,703,816
Total income / additions
$1,261,820
Benefits paid
$1,063,989
Administrative expenses
$4,348,887
Total expenses
$5,412,876
Net increase / (decrease)
-$4,151,056
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ACTUARY · Direct $20K
  2. 2
    ACCOUNTING · Direct $17.9K

Related Form 5500 pages