2023 Form 5500 filing — National Association Of Letter Carriers Health Benefit Plan For Employees And Staff
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 20241014161322NAL0027828337001) for National Association Of Letter Carriers Health Benefit Plan For Employees And Staff, reported by Trustees, National Association Of Letter Carriers Health Benefit Plan under EIN 54-1875242 and plan number 501. It reports 800 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161322NAL0027828337001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees, National Association Of Letter Carriers Health Benefit Plan
- EIN
- 54-1875242
- Plan number
- 501
- Location
- Ashburn, VA
- Participants
- 800
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,506,166
- Total liabilities (EOY)
- $2,454,927
- Net assets (EOY)
- $9,051,239
- Employer contributions
- $13,017,490
- Participant contributions
- $825,411
- Total income / additions
- $14,732,195
- Benefits paid
- $12,999,710
- Administrative expenses
- $1,454,053
- Total expenses
- $14,453,763
- Net increase / (decrease)
- $278,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nalc Health Benefit Plan | RELATED ORGANIZATION | $730,230 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co. | NONE | $161,068 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $132,871 | not reported in the loaded dataset |
| Withumsmith+Brown, P.C. | NONE | $91,421 | not reported in the loaded dataset |
| Cohen Weiss And Simon Llp | NONE | $55,433 | not reported in the loaded dataset |
| Regions Institutional Trust | NONE | $37,898 | not reported in the loaded dataset |
| Bw Wilson Paper Company, Inc. | NONE | $27,681 | not reported in the loaded dataset |
| Mosaic | NONE | $7,768 | not reported in the loaded dataset |