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THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN 401k Plan overview

Plan NameTHE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN
Plan identification number 001

THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

NATIONAL ASSOC. OF STATE DIRECTORS OF SPECIAL EDUCATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOC. OF STATE DIRECTORS OF SPECIAL EDUCATION, INC.
Employer identification number (EIN):710435097
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-08-01NANCY TUCKER2024-11-13
0012022-08-01NANCY TUCKER2023-08-14
0012021-08-01NANCY TUCKER2022-10-06
0012020-08-01NANCY TUCKER2021-08-18
0012019-08-01NANCY TUCKER2021-04-16
0012018-08-01ANN FRY2020-07-15
0012017-08-01ANN FRY2019-05-15
0012016-08-01BILL EAST2017-12-04
0012015-08-01BILL EAST2017-01-24
0012014-08-01BILL EAST2016-02-09
0012013-08-01BILL EAST2014-11-17
0012012-08-01BILL EAST2013-12-19
0012011-08-01BILL EAST2012-11-01
0012010-08-01BILL EAST2011-10-27
0012009-08-01BILL EAST

Financial Data on THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN

Measure Date Value
2025 : THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-11-1024
Net assets as of the end of the plan year2025-11-1034830
Total assets as of the beginning of the plan year2025-11-1033676
Value of plan covered by a fidelity bond2025-11-10370000
Other expenses paid from plan in this plan year2025-11-1024
Other income to plan in this plan year2025-11-101178
Plan net income in this plan year2025-11-101154
Net assets as of the end of the plan year2025-11-1034830
Net assets as of the beginning of the plan year2025-11-1033676
2024 : THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-1344931
Net assets as of the end of the plan year2024-11-1333676
Total assets as of the beginning of the plan year2024-11-1382201
Value of plan covered by a fidelity bond2024-11-13370000
Other expenses paid from plan in this plan year2024-11-1376
Other income to plan in this plan year2024-11-13-3594
Plan net income in this plan year2024-11-13-48525
Net assets as of the end of the plan year2024-11-1333676
Net assets as of the beginning of the plan year2024-11-1382201
2022 : THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-062633
Net assets as of the end of the plan year2022-10-06109398
Total assets as of the beginning of the plan year2022-10-06136356
Value of plan covered by a fidelity bond2022-10-06370000
Other expenses paid from plan in this plan year2022-10-0696
Other contributions to plan in this plan year2022-10-060
Other income to plan in this plan year2022-10-06-24325
Plan net income in this plan year2022-10-06-26958
Net assets as of the end of the plan year2022-10-06109398
Net assets as of the beginning of the plan year2022-10-06136356
Employer contributions to plan in this plan year2022-10-060

Form 5500 Responses for THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN

2009: THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF SPECIAL EDUCATION FIXED ANNUITY PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes

Potentially related plans

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