2023 Form 5500 filing — Nea Members Insurance 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 20250604114646NAL0019176176001) for Nea Members Insurance Plan, reported by National Education Association Of The United States under EIN 53-0115260 and plan number 520. It reports 2,614,052 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250604114646NAL0019176176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Education Association Of The United States
- EIN
- 53-0115260
- Plan number
- 520
- Location
- Washington, DC
- Participants
- 2,614,052
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,752,574
- Total liabilities (EOY)
- $40,989,858
- Net assets (EOY)
- $150,762,716
- Participant contributions
- $105,164,766
- Total income / additions
- $120,305,062
- Benefits paid
- $98,449,855
- Administrative expenses
- $28,742,989
- Total expenses
- $127,192,844
- Net increase / (decrease)
- -$6,887,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nea Member Benefits | NEA IS SOLE MEMBER | $27,873,619 | not reported in the loaded dataset |
| Pearl Insurance Group LLC | NONE | $9,238,301 | not reported in the loaded dataset |
| Savi Solution Pbc | NONE | $355,000 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $293,833 | not reported in the loaded dataset |
| Bny Mellon Asset Servicing | NONE | $181,587 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $100,000 | not reported in the loaded dataset |
| Mooney, Green, Sandon Et Al Pc | NONE | $95,954 | not reported in the loaded dataset |
| Marsh Usa | NONE | $50,000 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $46,500 | not reported in the loaded dataset |
| Rhumbline Advisors | NONE | $32,341 | not reported in the loaded dataset |
| Ableto, Inc | NONE | $30,000 | not reported in the loaded dataset |
| Smith Affliated | NONE | $28,566 | not reported in the loaded dataset |
| Ducenta Squared Asset Management | NONE | $27,803 | not reported in the loaded dataset |