Plan Snapshot
- Plan Sponsor: National Education Association And Affiliate Retiree Health Plan
- Sponsor EIN: 530115260
- Sponsor Address: 1201 16TH STREET, NW SUITE 519, WASHINGTON, DC, 200363290
- Plan Type: Health & Welfare
- Plan Number: 513
- Total Participants: 701
- Total Assets: $263.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 701 | $263.7M | $2.8M | $0 |
| 2023 | 698 | $248.7M | $6.7M | $0 |
| 2022 | 667 | $218.7M | $7.7M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Other Service Provider | $304,555 | — | $304,555 |
| VANGUARD | Recordkeeper | $202,108 | — | $202,108 |
| CALIBRE CPA GROUP, PLLC | Auditor | $74,000 | — | $74,000 |
| BUCK GLOBAL, LLC (NOW GALLAGHER) | Other Service Provider | $73,908 | — | $73,908 |
| WOMBLE BOND DICKINSON (US) LLP | ERISA Attorney | $15,596 | — | $15,596 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
- WOMBLE BOND DICKINSON (US) LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $670,167
- Estimated Expense Ratio: 0.254% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $872,521 | $382,182 | $304,555 | $74,000 | — |
| 2023 | $643,687 | $184,451 | $312,756 | $40,000 | — |
| 2022 | $620,365 | $124,411 | $326,441 | — | $155,621 |