401k Plan data: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN plan

THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	002

THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 CHAKA DONALDSON
002 2016-01-01 DERRICK JOHNSON DERRICK JOHNSON 2017-10-06
002 2015-01-01 DERRICK JOHNSON DERRICK JOHNSON 2016-10-07
002 2014-01-01 DERRICK JOHNSON DERRICK JOHNSON 2015-10-05
002 2013-01-01 DERRICK JOHNSON DERRICK JOHNSON 2014-10-06
002 2012-01-01 DERRICK JOHNSON DERRICK JOHNSON 2013-10-09
002 2011-01-01 DERRICK JOHNSON DERRICK JOHNSON 2012-10-10
002 2010-01-01 DONNA HEALY DONNA HEALY 2011-10-03
002 2009-01-01 DONNA HEALY DONNA HEALY 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	CHAKA DONALDSON
002	2016-01-01	DERRICK JOHNSON	DERRICK JOHNSON	2017-10-06
002	2015-01-01	DERRICK JOHNSON	DERRICK JOHNSON	2016-10-07
002	2014-01-01	DERRICK JOHNSON	DERRICK JOHNSON	2015-10-05
002	2013-01-01	DERRICK JOHNSON	DERRICK JOHNSON	2014-10-06
002	2012-01-01	DERRICK JOHNSON	DERRICK JOHNSON	2013-10-09
002	2011-01-01	DERRICK JOHNSON	DERRICK JOHNSON	2012-10-10
002	2010-01-01	DONNA HEALY	DONNA HEALY	2011-10-03
002	2009-01-01	DONNA HEALY	DONNA HEALY	2010-10-07

Plan Statistics for THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 727
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 437
Number of retired or separated participants receiving benefits 2022-01-01 86
Number of other retired or separated participants entitled to future benefits 2022-01-01 188
Total of all active and inactive participants 2022-01-01 711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 9
Total participants 2022-01-01 720
Number of participants with account balances 2022-01-01 708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 723
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 449
Number of retired or separated participants receiving benefits 2021-01-01 79
Number of other retired or separated participants entitled to future benefits 2021-01-01 191
Total of all active and inactive participants 2021-01-01 719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 8
Total participants 2021-01-01 727
Number of participants with account balances 2021-01-01 714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 717
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 455
Number of retired or separated participants receiving benefits 2020-01-01 81
Number of other retired or separated participants entitled to future benefits 2020-01-01 181
Total of all active and inactive participants 2020-01-01 717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 6
Total participants 2020-01-01 723
Number of participants with account balances 2020-01-01 713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 716
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 456
Number of retired or separated participants receiving benefits 2019-01-01 82
Number of other retired or separated participants entitled to future benefits 2019-01-01 176
Total of all active and inactive participants 2019-01-01 714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 717
Number of participants with account balances 2019-01-01 712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 728
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 442
Number of retired or separated participants receiving benefits 2018-01-01 78
Number of other retired or separated participants entitled to future benefits 2018-01-01 192
Total of all active and inactive participants 2018-01-01 712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 716
Number of participants with account balances 2018-01-01 705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 727
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 471
Number of retired or separated participants receiving benefits 2017-01-01 60
Number of other retired or separated participants entitled to future benefits 2017-01-01 193
Total of all active and inactive participants 2017-01-01 724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 728
Number of participants with account balances 2017-01-01 723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 725
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 496
Number of retired or separated participants receiving benefits 2016-01-01 55
Number of other retired or separated participants entitled to future benefits 2016-01-01 175
Total of all active and inactive participants 2016-01-01 726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 727
Number of participants with account balances 2016-01-01 708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 706
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 519
Number of retired or separated participants receiving benefits 2015-01-01 49
Number of other retired or separated participants entitled to future benefits 2015-01-01 155
Total of all active and inactive participants 2015-01-01 723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 725
Number of participants with account balances 2015-01-01 703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 705
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 502
Number of retired or separated participants receiving benefits 2014-01-01 44
Number of other retired or separated participants entitled to future benefits 2014-01-01 157
Total of all active and inactive participants 2014-01-01 703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 706
Number of participants with account balances 2014-01-01 637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 688
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 486
Number of retired or separated participants receiving benefits 2013-01-01 37
Number of other retired or separated participants entitled to future benefits 2013-01-01 178
Total of all active and inactive participants 2013-01-01 701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 705
Number of participants with account balances 2013-01-01 641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 712
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 460
Number of retired or separated participants receiving benefits 2012-01-01 32
Number of other retired or separated participants entitled to future benefits 2012-01-01 194
Total of all active and inactive participants 2012-01-01 686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 688
Number of participants with account balances 2012-01-01 657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 739
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 534
Number of retired or separated participants receiving benefits 2011-01-01 27
Number of other retired or separated participants entitled to future benefits 2011-01-01 148
Total of all active and inactive participants 2011-01-01 709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 712
Number of participants with account balances 2011-01-01 694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 758
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 566
Number of retired or separated participants receiving benefits 2010-01-01 21
Number of other retired or separated participants entitled to future benefits 2010-01-01 150
Total of all active and inactive participants 2010-01-01 737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 739
Number of participants with account balances 2010-01-01 700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 745
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 595
Number of retired or separated participants receiving benefits 2009-01-01 15
Number of other retired or separated participants entitled to future benefits 2009-01-01 146
Total of all active and inactive participants 2009-01-01 756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 758
Number of participants with account balances 2009-01-01 703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	727
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	437
Number of retired or separated participants receiving benefits	2022-01-01	86
Number of other retired or separated participants entitled to future benefits	2022-01-01	188
Total of all active and inactive participants	2022-01-01	711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	9
Total participants	2022-01-01	720
Number of participants with account balances	2022-01-01	708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	723
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	449
Number of retired or separated participants receiving benefits	2021-01-01	79
Number of other retired or separated participants entitled to future benefits	2021-01-01	191
Total of all active and inactive participants	2021-01-01	719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	8
Total participants	2021-01-01	727
Number of participants with account balances	2021-01-01	714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	717
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	455
Number of retired or separated participants receiving benefits	2020-01-01	81
Number of other retired or separated participants entitled to future benefits	2020-01-01	181
Total of all active and inactive participants	2020-01-01	717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	6
Total participants	2020-01-01	723
Number of participants with account balances	2020-01-01	713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	716
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	456
Number of retired or separated participants receiving benefits	2019-01-01	82
Number of other retired or separated participants entitled to future benefits	2019-01-01	176
Total of all active and inactive participants	2019-01-01	714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	717
Number of participants with account balances	2019-01-01	712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	728
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	442
Number of retired or separated participants receiving benefits	2018-01-01	78
Number of other retired or separated participants entitled to future benefits	2018-01-01	192
Total of all active and inactive participants	2018-01-01	712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	716
Number of participants with account balances	2018-01-01	705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	727
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	471
Number of retired or separated participants receiving benefits	2017-01-01	60
Number of other retired or separated participants entitled to future benefits	2017-01-01	193
Total of all active and inactive participants	2017-01-01	724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	728
Number of participants with account balances	2017-01-01	723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	725
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	496
Number of retired or separated participants receiving benefits	2016-01-01	55
Number of other retired or separated participants entitled to future benefits	2016-01-01	175
Total of all active and inactive participants	2016-01-01	726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	727
Number of participants with account balances	2016-01-01	708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	706
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	519
Number of retired or separated participants receiving benefits	2015-01-01	49
Number of other retired or separated participants entitled to future benefits	2015-01-01	155
Total of all active and inactive participants	2015-01-01	723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	725
Number of participants with account balances	2015-01-01	703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	705
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	502
Number of retired or separated participants receiving benefits	2014-01-01	44
Number of other retired or separated participants entitled to future benefits	2014-01-01	157
Total of all active and inactive participants	2014-01-01	703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	706
Number of participants with account balances	2014-01-01	637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	688
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	486
Number of retired or separated participants receiving benefits	2013-01-01	37
Number of other retired or separated participants entitled to future benefits	2013-01-01	178
Total of all active and inactive participants	2013-01-01	701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	705
Number of participants with account balances	2013-01-01	641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	712
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	460
Number of retired or separated participants receiving benefits	2012-01-01	32
Number of other retired or separated participants entitled to future benefits	2012-01-01	194
Total of all active and inactive participants	2012-01-01	686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	688
Number of participants with account balances	2012-01-01	657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	739
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	534
Number of retired or separated participants receiving benefits	2011-01-01	27
Number of other retired or separated participants entitled to future benefits	2011-01-01	148
Total of all active and inactive participants	2011-01-01	709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	712
Number of participants with account balances	2011-01-01	694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	758
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	566
Number of retired or separated participants receiving benefits	2010-01-01	21
Number of other retired or separated participants entitled to future benefits	2010-01-01	150
Total of all active and inactive participants	2010-01-01	737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	739
Number of participants with account balances	2010-01-01	700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	745
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	595
Number of retired or separated participants receiving benefits	2009-01-01	15
Number of other retired or separated participants entitled to future benefits	2009-01-01	146
Total of all active and inactive participants	2009-01-01	756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	758
Number of participants with account balances	2009-01-01	703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-30,336,589
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$18,201,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$17,994,845
Expenses. Certain deemed distributions of participant loans	2022-12-31	$17,538
Value of total corrective distributions	2022-12-31	$10,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,732,574
Value of total assets at end of year	2022-12-31	$207,878,731
Value of total assets at beginning of year	2022-12-31	$256,416,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$178,180
Total interest from all sources	2022-12-31	$121,667
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$8,978,415
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	$8,978,415
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,400,000
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
Contributions received from participants	2022-12-31	$5,359,951
Participant contributions at end of year	2022-12-31	$2,083,706
Participant contributions at beginning of year	2022-12-31	$2,280,663
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$360,202
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$12,498
Other income not declared elsewhere	2022-12-31	$76,253
Administrative expenses (other) incurred	2022-12-31	$178,180
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	$-48,538,137
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$207,878,731
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$256,416,868
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$194,996,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$242,684,136
Interest on participant loans	2022-12-31	$121,667
Value of interest in common/collective trusts at end of year	2022-12-31	$10,798,253
Value of interest in common/collective trusts at beginning of year	2022-12-31	$11,452,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-45,428,448
Net investment gain or loss from common/collective trusts	2022-12-31	$182,950
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	$12,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$17,982,347
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 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$39,035,635
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$12,994,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$12,750,861
Value of total corrective distributions	2021-12-31	$39,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,430,688
Value of total assets at end of year	2021-12-31	$256,416,868
Value of total assets at beginning of year	2021-12-31	$230,375,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$204,151
Total interest from all sources	2021-12-31	$134,062
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$11,669,558
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	$11,669,558
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,400,000
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
Contributions received from participants	2021-12-31	$5,138,221
Participant contributions at end of year	2021-12-31	$2,280,663
Participant contributions at beginning of year	2021-12-31	$2,242,501
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,659,341
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$434
Other income not declared elsewhere	2021-12-31	$30,081
Administrative expenses (other) incurred	2021-12-31	$204,151
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	$26,041,556
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$256,416,868
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$230,375,312
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$242,684,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$217,406,758
Interest on participant loans	2021-12-31	$134,062
Value of interest in common/collective trusts at end of year	2021-12-31	$11,452,069
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,726,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,611,604
Net investment gain or loss from common/collective trusts	2021-12-31	$159,642
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	$633,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$12,750,427
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 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$33,576,917
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$10,933,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$10,710,332
Value of total corrective distributions	2020-12-31	$34,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,477,979
Value of total assets at end of year	2020-12-31	$230,375,312
Value of total assets at beginning of year	2020-12-31	$207,732,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$188,757
Total interest from all sources	2020-12-31	$153,207
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$8,132,470
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	$8,132,470
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,400,000
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
Contributions received from participants	2020-12-31	$4,863,678
Participant contributions at end of year	2020-12-31	$2,242,501
Participant contributions at beginning of year	2020-12-31	$2,456,115
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$614,301
Other income not declared elsewhere	2020-12-31	$79,637
Administrative expenses (other) incurred	2020-12-31	$188,757
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	$22,643,016
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$230,375,312
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$207,732,296
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$217,406,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$195,037,032
Interest on participant loans	2020-12-31	$153,207
Value of interest in common/collective trusts at end of year	2020-12-31	$10,726,053
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,239,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$19,502,611
Net investment gain or loss from common/collective trusts	2020-12-31	$231,013
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$10,710,332
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 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$43,538,275
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$17,627,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$17,440,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,197,459
Value of total assets at end of year	2019-12-31	$207,732,296
Value of total assets at beginning of year	2019-12-31	$181,821,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$187,212
Total interest from all sources	2019-12-31	$162,407
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,717,221
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	$7,717,221
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,400,000
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
Contributions received from participants	2019-12-31	$4,652,218
Participant contributions at end of year	2019-12-31	$2,456,115
Participant contributions at beginning of year	2019-12-31	$2,666,308
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$814,356
Other income not declared elsewhere	2019-12-31	$391
Administrative expenses (other) incurred	2019-12-31	$187,212
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	$25,910,639
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$207,732,296
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$181,821,657
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$195,037,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$169,493,547
Interest on participant loans	2019-12-31	$162,407
Value of interest in common/collective trusts at end of year	2019-12-31	$10,239,149
Value of interest in common/collective trusts at beginning of year	2019-12-31	$9,661,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$29,216,734
Net investment gain or loss from common/collective trusts	2019-12-31	$244,063
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
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	$730,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$17,440,424
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
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
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 EIN	2019-12-31	470900880
2018 : THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-2,514,627
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$11,382,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$11,186,844
Value of total corrective distributions	2018-12-31	$3,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,008,416
Value of total assets at end of year	2018-12-31	$181,821,657
Value of total assets at beginning of year	2018-12-31	$195,718,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$192,056
Total interest from all sources	2018-12-31	$151,808
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$8,720,364
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	$8,720,364
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,400,000
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
Contributions received from participants	2018-12-31	$4,499,576
Participant contributions at end of year	2018-12-31	$2,666,308
Participant contributions at beginning of year	2018-12-31	$2,659,915
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,235,987
Administrative expenses (other) incurred	2018-12-31	$192,056
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	$-13,897,164
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$181,821,657
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$195,718,821
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$169,493,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$183,008,451
Interest on participant loans	2018-12-31	$151,808
Value of interest in common/collective trusts at end of year	2018-12-31	$9,661,802
Value of interest in common/collective trusts at beginning of year	2018-12-31	$10,050,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-17,614,633
Net investment gain or loss from common/collective trusts	2018-12-31	$219,418
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	$272,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$11,186,844
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 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$33,833,288
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$10,137,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$9,946,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,580,613
Value of total assets at end of year	2017-12-31	$195,718,821
Value of total assets at beginning of year	2017-12-31	$172,023,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$190,970
Total interest from all sources	2017-12-31	$144,998
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$6,297,612
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	$6,297,612
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,400,000
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
Contributions received from participants	2017-12-31	$4,795,175
Participant contributions at end of year	2017-12-31	$2,659,915
Participant contributions at beginning of year	2017-12-31	$2,764,160
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,212,344
Other income not declared elsewhere	2017-12-31	$3,421
Administrative expenses (other) incurred	2017-12-31	$190,970
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	$23,695,557
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$195,718,821
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$172,023,264
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$183,008,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$159,134,135
Interest on participant loans	2017-12-31	$144,998
Value of interest in common/collective trusts at end of year	2017-12-31	$10,050,455
Value of interest in common/collective trusts at beginning of year	2017-12-31	$10,124,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$20,616,463
Net investment gain or loss from common/collective trusts	2017-12-31	$190,181
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	$573,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$9,946,761
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, PLLC
Accountancy firm EIN	2017-12-31	470900880
2016 : THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$16,991,663
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$13,250,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$13,121,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,651,288
Value of total assets at end of year	2016-12-31	$172,023,264
Value of total assets at beginning of year	2016-12-31	$168,282,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$129,233
Total interest from all sources	2016-12-31	$142,237
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$5,521,986
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	$5,521,986
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,400,000
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
Contributions received from participants	2016-12-31	$4,777,060
Participant contributions at end of year	2016-12-31	$2,764,160
Participant contributions at beginning of year	2016-12-31	$2,743,252
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$572,048
Administrative expenses (other) incurred	2016-12-31	$129,233
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	$3,740,906
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$172,023,264
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$168,282,358
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$159,134,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$155,999,233
Interest on participant loans	2016-12-31	$142,237
Value of interest in common/collective trusts at end of year	2016-12-31	$10,124,969
Value of interest in common/collective trusts at beginning of year	2016-12-31	$9,539,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,642,342
Net investment gain or loss from common/collective trusts	2016-12-31	$33,810
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	$302,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$13,121,524
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 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$7,235,475
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$9,713,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$9,529,259
Value of total corrective distributions	2015-12-31	$1,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,857,168
Value of total assets at end of year	2015-12-31	$168,282,358
Value of total assets at beginning of year	2015-12-31	$170,760,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$183,240
Total interest from all sources	2015-12-31	$144,472
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$6,302,611
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	$6,302,611
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,400,000
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
Contributions received from participants	2015-12-31	$4,882,882
Participant contributions at end of year	2015-12-31	$2,743,252
Participant contributions at beginning of year	2015-12-31	$2,778,174
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,083,286
Administrative expenses (other) incurred	2015-12-31	$183,240
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	$-2,478,121
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$168,282,358
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$170,760,479
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$155,999,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$141,530,502
Interest on participant loans	2015-12-31	$144,472
Value of interest in common/collective trusts at end of year	2015-12-31	$9,539,873
Value of interest in common/collective trusts at beginning of year	2015-12-31	$26,451,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-6,648,611
Net investment gain or loss from common/collective trusts	2015-12-31	$579,835
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	$891,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$9,529,259
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 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$20,312,884
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$17,998,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$17,791,185
Expenses. Certain deemed distributions of participant loans	2014-12-31	$-272
Value of total corrective distributions	2014-12-31	$15,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,132,845
Value of total assets at end of year	2014-12-31	$170,760,479
Value of total assets at beginning of year	2014-12-31	$168,445,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$191,307
Total interest from all sources	2014-12-31	$150,726
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$6,635,335
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	$6,635,335
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,400,000
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
Contributions received from participants	2014-12-31	$4,881,124
Participant contributions at end of year	2014-12-31	$2,778,174
Participant contributions at beginning of year	2014-12-31	$2,797,673
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$723,217
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$13
Administrative expenses (other) incurred	2014-12-31	$191,307
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	$2,314,692
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$170,760,479
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$168,445,787
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$141,530,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$155,409,060
Interest on participant loans	2014-12-31	$150,726
Value of interest in common/collective trusts at end of year	2014-12-31	$26,451,803
Value of interest in common/collective trusts at beginning of year	2014-12-31	$10,239,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$5,644,256
Net investment gain or loss from common/collective trusts	2014-12-31	$1,749,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$528,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$17,791,172
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 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$33,068,414
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$14,747,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$14,573,432
Expenses. Certain deemed distributions of participant loans	2013-12-31	$272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,745,459
Value of total assets at end of year	2013-12-31	$168,445,787
Value of total assets at beginning of year	2013-12-31	$150,124,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$173,868
Total interest from all sources	2013-12-31	$159,578
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$5,247,715
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	$5,247,715
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,400,000
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
Contributions received from participants	2013-12-31	$4,964,460
Participant contributions at end of year	2013-12-31	$2,797,673
Participant contributions at beginning of year	2013-12-31	$3,024,086
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$456,706
Administrative expenses (other) incurred	2013-12-31	$173,868
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	$18,320,842
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$168,445,787
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$150,124,945
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$155,409,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$135,630,368
Interest on participant loans	2013-12-31	$159,578
Value of interest in common/collective trusts at end of year	2013-12-31	$10,239,054
Value of interest in common/collective trusts at beginning of year	2013-12-31	$11,470,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$21,998,548
Net investment gain or loss from common/collective trusts	2013-12-31	$-82,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$324,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$14,573,432
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 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$23,510,176
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$20,268,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$20,078,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,494,943
Value of total assets at end of year	2012-12-31	$150,124,945
Value of total assets at beginning of year	2012-12-31	$146,882,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$189,463
Total interest from all sources	2012-12-31	$174,196
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,932,227
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	$3,932,227
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
Contributions received from participants	2012-12-31	$5,836,477
Participant contributions at end of year	2012-12-31	$3,024,086
Participant contributions at beginning of year	2012-12-31	$3,426,343
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$196,643
Administrative expenses (other) incurred	2012-12-31	$189,463
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	$3,242,039
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$150,124,945
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$146,882,906
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$135,630,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$130,187,943
Interest on participant loans	2012-12-31	$174,196
Value of interest in common/collective trusts at end of year	2012-12-31	$11,470,491
Value of interest in common/collective trusts at beginning of year	2012-12-31	$13,268,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$11,667,559
Net investment gain or loss from common/collective trusts	2012-12-31	$241,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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	$1,461,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$20,078,674
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 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$10,237,621
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$10,506,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$10,299,676
Expenses. Certain deemed distributions of participant loans	2011-12-31	$10,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,631,524
Value of total assets at end of year	2011-12-31	$146,882,906
Value of total assets at beginning of year	2011-12-31	$147,152,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$196,804
Total interest from all sources	2011-12-31	$200,015
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,871,583
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	$3,871,583
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
Contributions received from participants	2011-12-31	$6,116,646
Participant contributions at end of year	2011-12-31	$3,426,343
Participant contributions at beginning of year	2011-12-31	$3,251,294
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$151,608
Other income not declared elsewhere	2011-12-31	$119
Administrative expenses (other) incurred	2011-12-31	$196,804
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	$-269,315
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$146,882,906
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$147,152,221
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$130,187,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$132,097,401
Interest on participant loans	2011-12-31	$200,015
Value of interest in common/collective trusts at end of year	2011-12-31	$13,268,620
Value of interest in common/collective trusts at beginning of year	2011-12-31	$11,803,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,947,466
Net investment gain or loss from common/collective trusts	2011-12-31	$481,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$2,363,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$10,299,676
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
2010 : THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$24,397,613
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$12,409,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$12,193,575
Expenses. Certain deemed distributions of participant loans	2010-12-31	$43,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$8,839,093
Value of total assets at end of year	2010-12-31	$147,152,221
Value of total assets at beginning of year	2010-12-31	$135,163,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$171,630
Total interest from all sources	2010-12-31	$213,367
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$3,111,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$3,111,832
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,400,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$6,301,030
Participant contributions at end of year	2010-12-31	$3,251,294
Participant contributions at beginning of year	2010-12-31	$3,216,395
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$332,906
Administrative expenses (other) incurred	2010-12-31	$171,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$11,988,540
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$147,152,221
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$135,163,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$132,097,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$119,329,574
Interest on participant loans	2010-12-31	$213,367
Value of interest in common/collective trusts at end of year	2010-12-31	$11,803,526
Value of interest in common/collective trusts at beginning of year	2010-12-31	$12,617,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$11,698,003
Net investment gain or loss from common/collective trusts	2010-12-31	$535,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,205,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$12,193,575
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY AND PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325

Form 5500 Responses for THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

2022: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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