National Association Of Government Employees And O Retirement Plan — Form 5500 plan (National Association Of Government Employees)
Plain-English plan 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, National Association Of Government Employees And O Retirement Plan is a benefit plan reported by National Association Of Government Employees under EIN 04-2209421 and plan number 002. The latest loaded filing year is 2023. The filing reports 253 participants and $20,564,346 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.6MPlan net assets, end of year$20,563,296
Participants253Covered participants reported
Assets / participant$81.3KComputed: assets ÷ participants$81,282 (computed)
Provider compensation$12.3K2 Schedule C provider row(s)$12,279
- Plan sponsor
- National Association Of Government Employees
- EIN
- 04-2209421
- Plan number
- 002
- Plan type
- 2
- Location
- Quincy, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20241015152233NAL0028915841001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.6M total assets
Net assets$20.6MLiabilities$1.1K
Full reported line items
Net assets
- Total assets (EOY)
- $20,564,346
- Total liabilities (EOY)
- $1,050
- Net assets (EOY)
- $20,563,296
- Net assets (BOY)
- $18,591,125
Income & contributions
- Employer contributions
- $1,280,000
- Total contributions
- $1,280,000
- Total income / additions
- $2,759,320
Expenses & distributions
- Benefits paid
- $779,255
- Administrative expenses
- $7,894
- Total expenses
- $787,149
- Net increase / (decrease)
- $1,972,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Angell Pension Group | TPA | $0 | $8,104 | 2023 |
| Voya Retirement Ins & Annuity | NONE | $4,175 | $0 | 2023 |