Nba Players' Health And Welfare Benefit Plan — Form 5500 plan (Board Of Trustees Nba Players' Health And Welfare Benefit)
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, Nba Players' Health And Welfare Benefit Plan is a benefit plan reported by Board Of Trustees Nba Players' Health And Welfare Benefit under EIN 20-1260597 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,056 participants and $410,860,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Nba Players' Health And Welfare Benefit
- EIN
- 20-1260597
- Plan number
- 501
- Plan type
- 1
- Location
- North Chesterfield, VA
- Latest filing year
- 2023
- Participants
- 2,056
- End-of-year plan assets
- $410,860,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,056 | H, C | 20250415161303NAL0006021104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $410,860,146
- Total liabilities (EOY)
- $1,018,700
- Net assets (EOY)
- $409,841,446
- Net assets (BOY)
- $366,141,052
Income & contributions
- Employer contributions
- $40,792,611
- Participant contributions
- $6,694,980
- Total contributions
- $47,487,591
- Total income / additions
- $93,407,675
Expenses & distributions
- Benefits paid
- $48,610,517
- Administrative expenses
- $1,096,764
- Total expenses
- $49,707,281
- Net increase / (decrease)
- $43,700,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust Company, N.A. | NONE | $639,228 | not reported in the loaded dataset | 2023 |
| Galliard Capital Management, Inc. | NONE | $184,124 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $125,000 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $47,160 | not reported in the loaded dataset | 2023 |
| Calogero & Associates, LLC | NONE | $24,363 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Nba Players' Health And Welfare Benefit
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in North Chesterfield, VA
- Wellington Trust Company, N.A. — Schedule C compensation
- Galliard Capital Management, Inc. — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Calogero & Associates, LLC — Schedule C compensation