2023 Form 5500 filing — National School Boards Association Pension 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 20241009174127NAL0038575074001) for National School Boards Association Pension Plan, reported by National School Boards Association under EIN 36-2210015 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009174127NAL0038575074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National School Boards Association
- EIN
- 36-2210015
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,744,393
- Net assets (EOY)
- $30,744,393
- Total income / additions
- $3,980,194
- Benefits paid
- $3,249,045
- Administrative expenses
- $235,010
- Total expenses
- $3,484,055
- Net increase / (decrease)
- $496,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $105,606 | $0 |
| Morgan Stanley Dean Witter | BROKER | $0 | $60,505 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |