New Jersey Education Association Health And Welfare Benefits Trust — 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, New Jersey Education Association Health And Welfare Benefits Trust is a benefit plan reported by New Jersey Education Association under EIN 21-0524390 and plan number 502. The latest loaded filing year is 2023. The filing reports 521 participants and $184,690,132 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
- 502
- Plan type
- 2
- Location
- Trenton, NJ
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $184,690,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20250610152400NAL0014922129002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $184,690,132
- Total liabilities (EOY)
- $777,043
- Net assets (EOY)
- $183,913,089
- Net assets (BOY)
- $151,338,515
Income & contributions
- Employer contributions
- $29,786,631
- Participant contributions
- $57,933
- Total contributions
- $29,844,564
- Total income / additions
- $54,794,492
Expenses & distributions
- Benefits paid
- $21,726,289
- Administrative expenses
- $493,629
- Total expenses
- $22,219,918
- Net increase / (decrease)
- $32,574,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benistar Admin Services | NONE | $2,218,245 | not reported in the loaded dataset | 2023 |
| Meritain Health Inc | NONE | $1,916,291 | not reported in the loaded dataset | 2023 |
| Sei Investments Company | NONE | $453,102 | not reported in the loaded dataset | 2023 |
| Quantum Health Inc | NONE | $94,294 | not reported in the loaded dataset | 2023 |
| Delaware Charter Guarantee & Trust | NONE | $40,527 | $0 | 2023 |
| Gallagher Benefits Services, Inc. | NONE | $0 | $18,125 | 2023 |
| Delta Dental Of New Jersey | NONE | $17,658 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc | NONE | $17,578 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $15,182 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Jersey Education Association
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Trenton, NJ
- Benistar Admin Services — Schedule C compensation
- Meritain Health Inc — Schedule C compensation
- Sei Investments Company — Schedule C compensation
- Quantum Health Inc — Schedule C compensation
- Delaware Charter Guarantee & Trust — Schedule C compensation
- Gallagher Benefits Services, Inc. — Schedule C compensation
- Delta Dental Of New Jersey — Schedule C compensation
- Express Scripts Inc — Schedule C compensation
- Vision Service Plan — Schedule C compensation