# National Education Association And Affiliate Retiree Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/national-education-association-and-affiliate-retiree-health-plan-530115260-513

> National Education Association And Affiliate Retiree Health Plan's Health & Welfare plan: 701 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [WOMBLE BOND DICKINSON (US) LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/national-education-association-and-affiliate-retiree-health-plan-530115260-513)

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