Group Health Benefits For Eligible Retirees Of The Naval Academy Athletic Association — 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, Group Health Benefits For Eligible Retirees Of The Naval Academy Athletic Association is a benefit plan reported by Naval Academy Athletic Association under EIN 52-0613669 and plan number 502. The latest loaded filing year is 2023. The filing reports 31 participants and $3,507,084 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,507,084
Participants31Covered participants reported
Assets / participant$113.1KComputed: assets ÷ participants$113,132 (computed)
Provider compensationNone reported
Plan sponsor
Naval Academy Athletic Association
EIN
52-0613669
Plan number
502
Plan type
2
Location
Annapolis, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202331I20241009160338NAL0031800352001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities
Money in vs. money out
Total income / additions$430.2K
Total expenses$132.1K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,507,084
Net assets (EOY)
$3,507,084
Net assets (BOY)
$3,208,959

Income & contributions

Total income / additions
$430,240

Expenses & distributions

Administrative expenses
$27,152
Total expenses
$132,115
Net increase / (decrease)
$298,125
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages