2023 Form 5500 filing — Nba Players' Health And Welfare Benefit 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 20250415161303NAL0006021104001) for Nba Players' Health And Welfare Benefit Plan, reported by Board Of Trustees Nba Players' Health And Welfare Benefit under EIN 20-1260597 and plan number 501. It reports 2,056 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$409.8MReported net assets$409,841,446

Participants2.1K2,056

Provider compensation$1M5 Schedule C row(s)$1,019,875

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250415161303NAL0006021104001
Plan sponsor: Board Of Trustees Nba Players' Health And Welfare Benefit
EIN: 20-1260597
Plan number: 501
Location: North Chesterfield, VA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$410.9M total assets

Net assets$409.8MLiabilities$1M

Money in vs. money out

Total income / additions$93.4M

Total expenses$49.7M

Benefits paid / distributions$48.6M

Contributions

Employer$40.8M

Participant$6.7M

Full reported line items

Total assets (EOY): $410,860,146
Total liabilities (EOY): $1,018,700
Net assets (EOY): $409,841,446
Employer contributions: $40,792,611
Participant contributions: $6,694,980
Total income / additions: $93,407,675
Benefits paid: $48,610,517
Administrative expenses: $1,096,764
Total expenses: $49,707,281
Net increase / (decrease): $43,700,394

Schedule C

Reported service provider compensation

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

1
Wellington Trust Company, N.A.$639.2K
NONE · Direct $639.2K
2
Galliard Capital Management, Inc.$184.1K
NONE · Direct $184.1K
3
Principal Custody Solutions$125K
NONE · Direct $125K
4
State Street Bank And Trust Company$47.2K
NONE · Direct $47.2K
5
Calogero & Associates, LLC$24.4K
NONE · Direct $24.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415161303NAL0006021104001 cover?: It is the 2023 Form 5500 filing for Nba Players' Health And Welfare Benefit Plan, reported by Board Of Trustees Nba Players' Health And Welfare Benefit (EIN 20-1260597).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).