National Employee Health Plan — Form 5500 plan (National Employees Health Plan)

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 Employee Health Plan is a benefit plan reported by National Employees Health Plan under EIN 38-6440898 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,913 participants and $14,161,996 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Employees Health Plan
EIN
38-6440898
Plan number
501
Plan type
1
Location
Troy, MI
Latest filing year
2023
Participants
4,913
End-of-year plan assets
$14,161,996

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,913H, C20250814125546NAL0009606961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,161,996
Total liabilities (EOY)
$1,264,117
Net assets (EOY)
$12,897,879
Net assets (BOY)
$11,249,977

Income & contributions

Employer contributions
$15,304,631
Participant contributions
$1,307,642
Total contributions
$16,612,273
Total income / additions
$18,095,139

Expenses & distributions

Benefits paid
$15,805,823
Administrative expenses
$641,414
Total expenses
$16,447,237
Net increase / (decrease)
$1,647,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benysys, IncNONE$207,768not reported in the loaded dataset2023
Sugarman & SusskindNONE$167,875not reported in the loaded dataset2023
The Segal CompanyNONE$118,544not reported in the loaded dataset2023
Lapadula Carlson & Co. Cpa'SNONE$44,000not reported in the loaded dataset2023

Related Form 5500 pages