2023 Form 5500 filing — New Jersey Education Association Health And Welfare Benefits Trust
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 20250610152400NAL0014922129002) for New Jersey Education Association Health And Welfare Benefits Trust, reported by New Jersey Education Association under EIN 21-0524390 and plan number 502. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610152400NAL0014922129002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Jersey Education Association
- EIN
- 21-0524390
- Plan number
- 502
- Location
- Trenton, NJ
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $184,690,132
- Total liabilities (EOY)
- $777,043
- Net assets (EOY)
- $183,913,089
- Employer contributions
- $29,786,631
- Participant contributions
- $57,933
- Total income / additions
- $54,794,492
- Benefits paid
- $21,726,289
- Administrative expenses
- $493,629
- Total expenses
- $22,219,918
- Net increase / (decrease)
- $32,574,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benistar Admin Services | NONE | $2,218,245 | not reported in the loaded dataset |
| Meritain Health Inc | NONE | $1,916,291 | not reported in the loaded dataset |
| Sei Investments Company | NONE | $453,102 | not reported in the loaded dataset |
| Quantum Health Inc | NONE | $94,294 | not reported in the loaded dataset |
| Delaware Charter Guarantee & Trust | NONE | $40,527 | $0 |
| Gallagher Benefits Services, Inc. | NONE | $0 | $18,125 |
| Delta Dental Of New Jersey | NONE | $17,658 | not reported in the loaded dataset |
| Express Scripts Inc | NONE | $17,578 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $15,182 | not reported in the loaded dataset |