Naval Academy Athletic Association Retirement Plan — Form 5500 plan (Naval Academy Athletic 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, Naval Academy Athletic Association Retirement Plan is a benefit plan reported by Naval Academy Athletic Association under EIN 52-0613669 and plan number 002. The latest loaded filing year is 2023. The filing reports 438 participants and $57,588,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Naval Academy Athletic Association
- EIN
- 52-0613669
- Plan number
- 002
- Plan type
- 2
- Location
- Annapolis, MD
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $57,588,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20240926151037NAL0000474979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,588,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,588,986
- Net assets (BOY)
- $49,730,349
Income & contributions
- Employer contributions
- $586,329
- Participant contributions
- $1,651,705
- Total contributions
- $2,809,779
- Total income / additions
- $9,854,364
Expenses & distributions
- Benefits paid
- $1,958,954
- Administrative expenses
- $36,773
- Total expenses
- $1,995,727
- Net increase / (decrease)
- $7,858,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Naval Academy Athletic Assoc | NONE | $36,472 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $450 | $0 | 2023 |