Nea Members Insurance Plan — Form 5500 plan (National Education Association Of The United States)
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, Nea Members Insurance Plan is a benefit plan reported by National Education Association Of The United States under EIN 53-0115260 and plan number 520. The latest loaded filing year is 2023. The filing reports 2,614,052 participants and $191,752,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Education Association Of The United States
- EIN
- 53-0115260
- Plan number
- 520
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 2,614,052
- End-of-year plan assets
- $191,752,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,614,052 | H, C | 20250604114646NAL0019176176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,752,574
- Total liabilities (EOY)
- $40,989,858
- Net assets (EOY)
- $150,762,716
- Net assets (BOY)
- $157,650,498
Income & contributions
- Participant contributions
- $105,164,766
- Total contributions
- $105,164,766
- Total income / additions
- $120,305,062
Expenses & distributions
- Benefits paid
- $98,449,855
- Administrative expenses
- $28,742,989
- Total expenses
- $127,192,844
- Net increase / (decrease)
- -$6,887,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nea Member Benefits | NEA IS SOLE MEMBER | $27,873,619 | not reported in the loaded dataset | 2023 |
| Pearl Insurance Group LLC | NONE | $9,238,301 | not reported in the loaded dataset | 2023 |
| Savi Solution Pbc | NONE | $355,000 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $293,833 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Servicing | NONE | $181,587 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Sandon Et Al Pc | NONE | $95,954 | not reported in the loaded dataset | 2023 |
| Marsh Usa | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $46,500 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | NONE | $32,341 | not reported in the loaded dataset | 2023 |
| Ableto, Inc | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Smith Affliated | NONE | $28,566 | not reported in the loaded dataset | 2023 |
| Ducenta Squared Asset Management | NONE | $27,803 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Education Association Of The United States
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Nea Member Benefits — Schedule C compensation
- Pearl Insurance Group LLC — Schedule C compensation
- Savi Solution Pbc — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Bny Mellon Asset Servicing — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Mooney, Green, Sandon Et Al Pc — Schedule C compensation
- Marsh Usa — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation
- Ableto, Inc — Schedule C compensation
- Smith Affliated — Schedule C compensation
- Ducenta Squared Asset Management — Schedule C compensation