Njea Supplemental Savings Plan — Form 5500 plan (New Jersey Education Association)
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, Njea Supplemental Savings Plan is a benefit plan reported by New Jersey Education Association under EIN 21-0524390 and plan number 002. The latest loaded filing year is 2023. The filing reports 485 participants and $67,438,873 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Jersey Education Association
- EIN
- 21-0524390
- Plan number
- 002
- Plan type
- 2
- Location
- Trenton, NJ
- Latest filing year
- 2023
- Participants
- 485
- End-of-year plan assets
- $67,438,873
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 485 | H, C | 20250610152400NAL0014922129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,438,873
- Net assets (EOY)
- $67,438,873
- Net assets (BOY)
- $56,841,309
Income & contributions
- Employer contributions
- $86,573
- Participant contributions
- $2,042,010
- Total contributions
- $2,175,776
- Total income / additions
- $12,783,320
Expenses & distributions
- Benefits paid
- $2,185,562
- Total expenses
- $2,185,756
- Net increase / (decrease)
- $10,597,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Financial Partners LLC | NONE | $49,241 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Retirement Plan Servi | NONE | $8,778 | $0 | 2023 |