401k Plan data: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN plan

THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 401k Plan overview

Plan Name	THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN
Plan identification number	513

THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES

Employer identification number (EIN): 530115260

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
513 2023-01-01 JIM TESTERMAN 2024-10-10
513 2022-01-01 JIM TESTERMAN 2023-10-13
513 2021-01-01 JIM TESTERMAN 2022-10-05
513 2020-01-01 VIJAYA KRISHNA 2021-10-13
513 2019-01-01 CHAKA A. DONALDSON 2020-10-13
513 2018-01-01 CHAKA A. DONALDSON 2019-10-09
513 2017-01-01
513 2016-01-01
513 2015-01-01
513 2014-01-01
513 2013-01-01
513 2012-01-01 DERRICK JOHNSON
513 2011-01-01 DERRICK JOHNSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
513	2023-01-01	JIM TESTERMAN	2024-10-10
513	2022-01-01	JIM TESTERMAN	2023-10-13
513	2021-01-01	JIM TESTERMAN	2022-10-05
513	2020-01-01	VIJAYA KRISHNA	2021-10-13
513	2019-01-01	CHAKA A. DONALDSON	2020-10-13
513	2018-01-01	CHAKA A. DONALDSON	2019-10-09
513	2017-01-01
513	2016-01-01
513	2015-01-01
513	2014-01-01
513	2013-01-01
513	2012-01-01	DERRICK JOHNSON
513	2011-01-01	DERRICK JOHNSON

Plan Statistics for THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN

401k plan membership statisitcs for THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN

Measure Date Value
2023: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 667
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 698
Total of all active and inactive participants 2023-01-01 698
2022: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 653
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 667
Total of all active and inactive participants 2022-01-01 667
Number of employers contributing to the scheme 2022-01-01 2
2021: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 669
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 653
Total of all active and inactive participants 2021-01-01 653
Number of employers contributing to the scheme 2021-01-01 2
2020: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 671
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 669
Total of all active and inactive participants 2020-01-01 669
Number of employers contributing to the scheme 2020-01-01 2
2019: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 678
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 671
Total of all active and inactive participants 2019-01-01 671
Number of employers contributing to the scheme 2019-01-01 2
2018: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 665
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 678
Total of all active and inactive participants 2018-01-01 678
Number of employers contributing to the scheme 2018-01-01 2
2017: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 648
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 665
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 665
Number of employers contributing to the scheme 2017-01-01 2
2016: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 620
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 648
Total of all active and inactive participants 2016-01-01 648
Number of employers contributing to the scheme 2016-01-01 2
2015: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 610
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 620
Total of all active and inactive participants 2015-01-01 620
Number of employers contributing to the scheme 2015-01-01 2
2014: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 656
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 610
Total of all active and inactive participants 2014-01-01 610
Number of employers contributing to the scheme 2014-01-01 2
2013: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 525
Number of retired or separated participants receiving benefits 2013-01-01 656
Total of all active and inactive participants 2013-01-01 656
Number of employers contributing to the scheme 2013-01-01 2
2012: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 552
Number of retired or separated participants receiving benefits 2012-01-01 525
Total of all active and inactive participants 2012-01-01 525
Number of employers contributing to the scheme 2012-01-01 2
2011: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 521
Number of retired or separated participants receiving benefits 2011-01-01 552
Total of all active and inactive participants 2011-01-01 552
Number of employers contributing to the scheme 2011-01-01 2

Measure	Date	Value
2023: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	667
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	698
Total of all active and inactive participants	2023-01-01	698
2022: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	653
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	667
Total of all active and inactive participants	2022-01-01	667
Number of employers contributing to the scheme	2022-01-01	2
2021: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	669
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	653
Total of all active and inactive participants	2021-01-01	653
Number of employers contributing to the scheme	2021-01-01	2
2020: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	671
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	669
Total of all active and inactive participants	2020-01-01	669
Number of employers contributing to the scheme	2020-01-01	2
2019: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	678
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	671
Total of all active and inactive participants	2019-01-01	671
Number of employers contributing to the scheme	2019-01-01	2
2018: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	665
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	678
Total of all active and inactive participants	2018-01-01	678
Number of employers contributing to the scheme	2018-01-01	2
2017: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	648
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	665
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	665
Number of employers contributing to the scheme	2017-01-01	2
2016: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	620
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	648
Total of all active and inactive participants	2016-01-01	648
Number of employers contributing to the scheme	2016-01-01	2
2015: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	610
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	620
Total of all active and inactive participants	2015-01-01	620
Number of employers contributing to the scheme	2015-01-01	2
2014: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	656
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	610
Total of all active and inactive participants	2014-01-01	610
Number of employers contributing to the scheme	2014-01-01	2
2013: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	525
Number of retired or separated participants receiving benefits	2013-01-01	656
Total of all active and inactive participants	2013-01-01	656
Number of employers contributing to the scheme	2013-01-01	2
2012: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	552
Number of retired or separated participants receiving benefits	2012-01-01	525
Total of all active and inactive participants	2012-01-01	525
Number of employers contributing to the scheme	2012-01-01	2
2011: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	521
Number of retired or separated participants receiving benefits	2011-01-01	552
Total of all active and inactive participants	2011-01-01	552
Number of employers contributing to the scheme	2011-01-01	2

Financial Data on THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN

Measure	Date	Value
2022 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$991,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$873,661
Total income from all sources (including contributions)	2022-12-31	$-32,621,179
Total of all expenses incurred	2022-12-31	$10,684,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$10,064,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,695,255
Value of total assets at end of year	2022-12-31	$218,679,842
Value of total assets at beginning of year	2022-12-31	$261,867,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$620,365
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$10,355,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$10,355,006
Administrative expenses professional fees incurred	2022-12-31	$155,621
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$450,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$440,719
Administrative expenses (other) incurred	2022-12-31	$13,892
Liabilities. Value of operating payables at end of year	2022-12-31	$71,224
Liabilities. Value of operating payables at beginning of year	2022-12-31	$63,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-43,305,631
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$217,688,618
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$260,994,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$124,411
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$213,519,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$253,976,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$4,710,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$7,450,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$7,450,942
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$389,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-50,671,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$7,695,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,674,203
Contract administrator fees	2022-12-31	$326,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$920,000
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$810,000
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2022-12-31	470900880
2021 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$873,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$948,975
Total income from all sources (including contributions)	2021-12-31	$43,020,661
Total of all expenses incurred	2021-12-31	$8,912,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,390,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$11,069,308
Value of total assets at end of year	2021-12-31	$261,867,910
Value of total assets at beginning of year	2021-12-31	$227,835,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$522,801
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$11,769,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$11,769,977
Administrative expenses professional fees incurred	2021-12-31	$147,284
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$440,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$734,025
Administrative expenses (other) incurred	2021-12-31	$12,010
Liabilities. Value of operating payables at end of year	2021-12-31	$63,661
Liabilities. Value of operating payables at beginning of year	2021-12-31	$18,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$34,107,822
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$260,994,249
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$226,886,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$67,862
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$253,976,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$222,088,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$7,450,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$5,013,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$5,013,315
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$384,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$20,181,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$11,069,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,005,476
Contract administrator fees	2021-12-31	$295,645
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$810,000
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$930,000
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2021-12-31	470900880
2020 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$948,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$843,236
Total income from all sources (including contributions)	2020-12-31	$41,639,904
Total of all expenses incurred	2020-12-31	$9,438,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,897,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$11,047,598
Value of total assets at end of year	2020-12-31	$227,835,402
Value of total assets at beginning of year	2020-12-31	$195,528,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$541,280
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$8,042,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$8,042,278
Administrative expenses professional fees incurred	2020-12-31	$138,162
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$734,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$422,352
Administrative expenses (other) incurred	2020-12-31	$19,800
Liabilities. Value of operating payables at end of year	2020-12-31	$18,975
Liabilities. Value of operating payables at beginning of year	2020-12-31	$43,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$32,201,158
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$226,886,427
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$194,685,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$59,405
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$222,088,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$191,561,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$5,013,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,544,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,544,719
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$427,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$22,550,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$11,047,598
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,470,202
Contract administrator fees	2020-12-31	$323,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$930,000
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$800,000
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2020-12-31	470900880
2019 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$843,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$843,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,000,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,000,928
Total income from all sources (including contributions)	2019-12-31	$49,733,459
Total income from all sources (including contributions)	2019-12-31	$49,733,459
Total of all expenses incurred	2019-12-31	$8,322,457
Total of all expenses incurred	2019-12-31	$8,322,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,084,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,084,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$15,945,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$15,945,963
Value of total assets at end of year	2019-12-31	$195,528,505
Value of total assets at end of year	2019-12-31	$195,528,505
Value of total assets at beginning of year	2019-12-31	$154,275,195
Value of total assets at beginning of year	2019-12-31	$154,275,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$238,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$238,195
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,931,444
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,931,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,931,444
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,931,444
Administrative expenses professional fees incurred	2019-12-31	$167,893
Administrative expenses professional fees incurred	2019-12-31	$167,893
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,500,000
Value of fidelity bond cover	2019-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$422,352
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$422,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$348,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$348,400
Administrative expenses (other) incurred	2019-12-31	$7,396
Administrative expenses (other) incurred	2019-12-31	$7,396
Liabilities. Value of operating payables at end of year	2019-12-31	$43,236
Liabilities. Value of operating payables at end of year	2019-12-31	$43,236
Liabilities. Value of operating payables at beginning of year	2019-12-31	$70,928
Liabilities. Value of operating payables at beginning of year	2019-12-31	$70,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$41,411,002
Value of net income/loss	2019-12-31	$41,411,002
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$194,685,269
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$194,685,269
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$153,274,267
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$153,274,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$62,906
Investment advisory and management fees	2019-12-31	$62,906
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$191,561,434
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$191,561,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$143,852,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$143,852,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,544,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,544,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$9,336,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$9,336,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$9,336,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$9,336,330
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$855,525
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$855,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$26,856,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$26,856,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$15,945,963
Contributions received in cash from employer	2019-12-31	$15,945,963
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$738,150
Employer contributions (assets) at beginning of year	2019-12-31	$738,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,228,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,228,737
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$800,000
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$800,000
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$930,000
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$930,000
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CALIBRE CPA GROUP PLLC
Accountancy firm name	2019-12-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2019-12-31	470900880
Accountancy firm EIN	2019-12-31	470900880
2018 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,000,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$768,827
Total income from all sources (including contributions)	2018-12-31	$8,049,833
Total of all expenses incurred	2018-12-31	$10,219,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,017,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$18,389,510
Value of total assets at end of year	2018-12-31	$154,275,195
Value of total assets at beginning of year	2018-12-31	$156,213,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$202,309
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,655,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,655,989
Administrative expenses professional fees incurred	2018-12-31	$141,233
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$348,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$513,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$28,827
Administrative expenses (other) incurred	2018-12-31	$9,248
Liabilities. Value of operating payables at end of year	2018-12-31	$70,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,170,042
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$153,274,267
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$155,444,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$51,828
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$143,852,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$154,163,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$9,336,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,536,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,536,400
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$913,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-16,995,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$18,389,510
Employer contributions (assets) at end of year	2018-12-31	$738,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$9,104,341
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$930,000
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$740,000
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2018-12-31	470900880
2017 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$768,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$870,769
Total income from all sources (including contributions)	2017-12-31	$35,066,498
Total of all expenses incurred	2017-12-31	$8,468,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$8,233,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$12,751,000
Value of total assets at end of year	2017-12-31	$156,213,136
Value of total assets at beginning of year	2017-12-31	$129,716,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$234,375
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,453,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,453,818
Administrative expenses professional fees incurred	2017-12-31	$130,651
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$513,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$421,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$28,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$30,769
Other income not declared elsewhere	2017-12-31	$494,986
Administrative expenses (other) incurred	2017-12-31	$10,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$26,598,318
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$155,444,309
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$128,845,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$93,139
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$154,163,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$125,448,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,536,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,846,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,846,592
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$1,128,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$17,366,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$12,751,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,105,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$740,000
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$840,000
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CALIBRE CPA GROUP, PPLC
Accountancy firm EIN	2017-12-31	470900880
2016 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$870,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$725,480
Total income from all sources (including contributions)	2016-12-31	$20,737,905
Total of all expenses incurred	2016-12-31	$8,822,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,590,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$11,165,694
Value of total assets at end of year	2016-12-31	$129,716,760
Value of total assets at beginning of year	2016-12-31	$117,656,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$231,640
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,023,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,023,595
Administrative expenses professional fees incurred	2016-12-31	$151,006
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$421,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$370,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$30,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$55,480
Other income not declared elsewhere	2016-12-31	$430,921
Administrative expenses (other) incurred	2016-12-31	$8,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$11,915,321
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$128,845,991
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$116,930,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$71,958
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$125,448,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$116,372,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,846,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$912,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$912,760
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$1,067,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,117,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$11,165,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,523,727
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$840,000
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$670,000
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2016-12-31	470900880
2015 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$725,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$704,266
Total income from all sources (including contributions)	2015-12-31	$15,691,261
Total of all expenses incurred	2015-12-31	$7,579,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,347,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$15,440,869
Value of total assets at end of year	2015-12-31	$117,656,150
Value of total assets at beginning of year	2015-12-31	$109,523,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$231,467
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$4,060,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$4,060,801
Administrative expenses professional fees incurred	2015-12-31	$144,573
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$370,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$377,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$55,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$23,266
Other income not declared elsewhere	2015-12-31	$527,121
Administrative expenses (other) incurred	2015-12-31	$21,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$8,111,824
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$116,930,670
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$108,818,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$65,557
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$116,372,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$108,224,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$912,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$921,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$921,704
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$1,296,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,337,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$15,440,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,051,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$670,000
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$681,000
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2015-12-31	470900880
2014 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$704,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$600,368
Total income from all sources (including contributions)	2014-12-31	$28,727,326
Total of all expenses incurred	2014-12-31	$7,593,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,402,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$20,555,777
Value of total assets at end of year	2014-12-31	$109,523,112
Value of total assets at beginning of year	2014-12-31	$88,285,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$191,587
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,657,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,657,716
Administrative expenses professional fees incurred	2014-12-31	$111,525
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$377,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$309,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$23,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$44,368
Other income not declared elsewhere	2014-12-31	$367,406
Administrative expenses (other) incurred	2014-12-31	$2,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$21,133,616
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$108,818,846
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$87,685,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$77,854
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$108,224,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$85,886,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$921,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,089,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,089,858
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$1,310,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$4,146,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$20,555,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,091,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$681,000
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$556,000
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2014-12-31	470900880
2013 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$600,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$848,824
Total income from all sources (including contributions)	2013-12-31	$28,700,325
Total of all expenses incurred	2013-12-31	$7,054,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,883,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$16,078,418
Value of total assets at end of year	2013-12-31	$88,285,598
Value of total assets at beginning of year	2013-12-31	$66,888,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$171,233
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,180,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,180,617
Administrative expenses professional fees incurred	2013-12-31	$113,163
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$309,119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$37,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$44,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$246,824
Other income not declared elsewhere	2013-12-31	$626,370
Administrative expenses (other) incurred	2013-12-31	$1,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$21,645,630
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$87,685,230
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$66,039,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$56,258
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$85,886,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$61,774,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,089,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,092,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,092,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$1,234,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$9,814,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$16,078,418
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$3,983,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,649,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$556,000
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$602,000
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2013-12-31	470900880
2012 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$246,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$59,709
Total income from all sources (including contributions)	2012-12-31	$17,760,336
Total of all expenses incurred	2012-12-31	$7,019,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,835,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$9,800,686
Value of total assets at end of year	2012-12-31	$66,888,424
Value of total assets at beginning of year	2012-12-31	$55,960,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$183,995
Total interest from all sources	2012-12-31	$28
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,523,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,523,998
Administrative expenses professional fees incurred	2012-12-31	$115,957
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,400,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$37,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$37,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$246,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$59,709
Other income not declared elsewhere	2012-12-31	$203,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$10,740,641
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$66,641,600
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$55,900,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$68,038
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$61,774,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$54,065,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,092,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,857,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,857,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$28
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$1,176,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$6,231,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$9,800,686
Employer contributions (assets) at end of year	2012-12-31	$3,983,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,659,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2012-12-31	470900880
2011 : THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$59,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$46,192
Total income from all sources (including contributions)	2011-12-31	$9,980,554
Total of all expenses incurred	2011-12-31	$5,780,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,543,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$9,341,184
Value of total assets at end of year	2011-12-31	$55,960,668
Value of total assets at beginning of year	2011-12-31	$51,747,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$237,221
Total interest from all sources	2011-12-31	$481
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,608,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,608,863
Administrative expenses professional fees incurred	2011-12-31	$172,429
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,400,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$37,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$31,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$59,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$46,192
Other income not declared elsewhere	2011-12-31	$633,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$4,199,899
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$55,900,959
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$51,701,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$64,792
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$54,065,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$44,428,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,857,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$7,262,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$7,262,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$481
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$1,008,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,603,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$9,341,184
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,535,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2011-12-31	470900880

Form 5500 Responses for THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN

2023: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Multi-employer plan
2023-01-01	Plan is a collectively bargained plan	Yes
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-013691

Policy instance

Insurance contract or identification number	16-013691
Number of Individuals Covered	619
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $39,221
Welfare Benefit Premiums Paid to Carrier	USD $436,331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	39221
Additional information about fees paid to insurance broker	GROUP ADMINISTRATIVE SUPPORT FEE.
Insurance broker organization code?	3

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-25

Policy instance

Insurance contract or identification number	3269-25
Number of Individuals Covered	3
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00625717

Policy instance

Insurance contract or identification number	00625717
Number of Individuals Covered	5
Insurance policy start date	2021-12-01
Insurance policy end date	2022-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $71,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	31
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $179,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	618
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $510,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-22

Policy instance

Insurance contract or identification number	3269-22
Number of Individuals Covered	11
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $84,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-22

Policy instance

Insurance contract or identification number	3269-22
Number of Individuals Covered	13
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $79,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	575
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $510,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	23
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $193,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00625717

Policy instance

Insurance contract or identification number	00625717
Number of Individuals Covered	6
Insurance policy start date	2020-12-01
Insurance policy end date	2021-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $73,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-25

Policy instance

Insurance contract or identification number	3269-25
Number of Individuals Covered	3
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $34,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-013691

Policy instance

Insurance contract or identification number	16-013691
Number of Individuals Covered	633
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $35,782
Welfare Benefit Premiums Paid to Carrier	USD $514,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	35782
Additional information about fees paid to insurance broker	GROUP ADMINISTRATIVE SUPPORT FEE
Insurance broker organization code?	3

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-22

Policy instance

Insurance contract or identification number	3269-22
Number of Individuals Covered	14
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $85,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	577
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $231,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	36
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $193,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00625717

Policy instance

Insurance contract or identification number	00625717
Number of Individuals Covered	19
Insurance policy start date	2019-12-01
Insurance policy end date	2020-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $93,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-25

Policy instance

Insurance contract or identification number	3269-25
Number of Individuals Covered	6
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $43,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-22

Policy instance

Insurance contract or identification number	3269-22
Number of Individuals Covered	13
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $147,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	656
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $492,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	49
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $194,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00625717

Policy instance

Insurance contract or identification number	00625717
Number of Individuals Covered	15
Insurance policy start date	2018-12-01
Insurance policy end date	2019-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $172,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-25

Policy instance

Insurance contract or identification number	3269-25
Number of Individuals Covered	6
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $37,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-22

Policy instance

Insurance contract or identification number	3269-22
Number of Individuals Covered	12
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $221,598
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	630
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $451,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	34
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $177,457
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00614185

Policy instance

Insurance contract or identification number	00614185
Number of Individuals Covered	16
Insurance policy start date	2017-12-01
Insurance policy end date	2018-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $154,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-25

Policy instance

Insurance contract or identification number	3269-25
Number of Individuals Covered	2
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-18

Policy instance

Insurance contract or identification number	3269-18
Number of Individuals Covered	1
Insurance policy start date	2016-07-01
Insurance policy end date	2017-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $22,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00614185

Policy instance

Insurance contract or identification number	00614185
Number of Individuals Covered	45
Insurance policy start date	2016-12-01
Insurance policy end date	2017-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $141,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	32
Insurance policy start date	2016-07-01
Insurance policy end date	2017-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $151,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	578
Insurance policy start date	2016-07-01
Insurance policy end date	2017-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $449,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-15

Policy instance

Insurance contract or identification number	3269-15
Number of Individuals Covered	15
Insurance policy start date	2016-07-01
Insurance policy end date	2017-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $254,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	1062
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,191,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	31
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $123,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00614185

Policy instance

Insurance contract or identification number	00614185
Number of Individuals Covered	49
Insurance policy start date	2014-12-01
Insurance policy end date	2015-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $142,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-18

Policy instance

Insurance contract or identification number	3269-18
Number of Individuals Covered	3
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $28,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-15

Policy instance

Insurance contract or identification number	3269-15
Number of Individuals Covered	20
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $291,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-18

Policy instance

Insurance contract or identification number	3269-18
Number of Individuals Covered	3
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $30,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	31
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $115,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	925
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,084,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-15

Policy instance

Insurance contract or identification number	3269-15
Number of Individuals Covered	20
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $269,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00608425

Policy instance

Insurance contract or identification number	00608425
Number of Individuals Covered	77
Insurance policy start date	2013-12-01
Insurance policy end date	2014-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $27,734
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $99,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	27734
Additional information about fees paid to insurance broker	BENEFIT ADVISOR FEES
Insurance broker name	BROWN & BROWN INSURANCE OF AZ INC

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	635
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $830,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	20
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $117,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00608425

Policy instance

Insurance contract or identification number	00608425
Number of Individuals Covered	74
Insurance policy start date	2012-12-01
Insurance policy end date	2013-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $24,787
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $75,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	24787
Additional information about fees paid to insurance broker	BENEFIT ADVISOR FEES
Insurance broker name	BROWN & BROWN INSURANCE OF AZ INC

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-18

Policy instance

Insurance contract or identification number	3269-18
Number of Individuals Covered	1
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $40,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-15

Policy instance

Insurance contract or identification number	3269-15
Number of Individuals Covered	20
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $243,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )

Policy contract number

US122348-0002

Policy instance

Insurance contract or identification number	US122348-0002
Number of Individuals Covered	13
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $50,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	24
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $94,475
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	999
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $693,172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )

Policy contract number

GY897

Policy instance

Insurance contract or identification number	GY897
Number of Individuals Covered	48
Insurance policy start date	2012-01-01
Insurance policy end date	2012-11-30
Total amount of commissions paid to insurance broker	USD $18,950
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $111,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,950
Insurance broker name	BROWN & BROWN INSURANCE OF ARIZONA

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-18

Policy instance

Insurance contract or identification number	3269-18
Number of Individuals Covered	1
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $24,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-15

Policy instance

Insurance contract or identification number	3269-15
Number of Individuals Covered	19
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $212,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )

Policy contract number

US122348-0002

Policy instance

Insurance contract or identification number	US122348-0002
Number of Individuals Covered	11
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $45,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-7

Policy instance

Insurance contract or identification number	3269-7
Number of Individuals Covered	20
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $73,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

708175

Policy instance

Insurance contract or identification number	708175
Number of Individuals Covered	1004
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $634,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )

Policy contract number

3269-15

Policy instance

Insurance contract or identification number	3269-15
Number of Individuals Covered	26
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $140,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )

Policy contract number

GY897

Policy instance

Insurance contract or identification number	GY897
Number of Individuals Covered	57
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $94,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
Employer identification number (EIN):	530115260
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations