2023 Form 5500 filing — National Education Association 401(K) Retirement Savings 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 20241011133242NAL0022839217001) for National Education Association 401(K) Retirement Savings Plan, reported by National Education Association Of The United States under EIN 53-0115260 and plan number 002. It reports 720 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)$233.1MReported net assets$233,116,307
Participants720
Provider compensation$176.4K3 Schedule C row(s)$176,419
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011133242NAL0022839217001
- Plan sponsor
- National Education Association Of The United States
- EIN
- 53-0115260
- Plan number
- 002
- Location
- Washington, DC
- 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)$233.1M total assets
Net assets$233.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $233,116,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $233,116,307
- Employer contributions
- $284,164
- Participant contributions
- $5,676,313
- Total income / additions
- $38,875,359
- Benefits paid
- $13,428,053
- Administrative expenses
- $175,433
- Total expenses
- $13,637,783
- Net increase / (decrease)
- $25,237,576
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $90,856 | not reported in the loaded dataset |
| Adviser Investment | NONE | $65,480 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $20,083 | $0 |