Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
EIN 53-0115260civic & social organizationLatest filing 2025
Plans
9
Retirement
2
$1.16B assets
Welfare
7
$126.4M premiums
Participants
2,694,740
1201 16TH STREET NW, SUITE 210 - WASHINGTON, DC 20036202-822-7600LinkedIn501-1000 employeescivic & social organization
Plans on this EIN
9 filings#333TraditionalDB-$909.9M - 2,972 part#002401k-$245.5M - 719 part#520Mixed-$85.2M - 3,125,376 lives#527Fully Insured-$37.1M - 6,336 lives#508Mixed-$1.5M - 1,289 lives#513Fully Insured-$1.3M - 605 lives#522Fully Insured-$1.0M - 1,887 lives#509Fully Insured-$295K - 13 lives#525Fully Insured-$7K - 26 lives
Retirement portfolio analytics
2 plans aggregated / $1.16B assets / 3,691 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
79%top
- (Not disclosed)79%
- THE VANGUARD GROUP, INC.21%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
7 plans / $126.4M premiums / 3,135,532 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$38.7M
- Prescription drug$571K
- Dental$519K
- Life$456K
- Other$456K
- Long-term disability$232K
Carrier market share
Premium dollars by Schedule A carrier
42%top
- TRANSAMERICA LIFE INSURANCE COMPANY42%
- JOHN HANCOCK LIFE INSURANCE COMPANY31%
- UNITED OF OMAHA LIFE INSURANCE COMPANY20%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
- STANDARD INSURANCE COMPANY2%
- +3 more
Broker market share
Schedule A broker compensation
75%top
- NATIONAL HEALTH ADMINISTRATORS75%
- AMBA10%
- SENIOR COMMISSION FUNDING LLC9%
- PEARL INSURANCE GROUP LLC4%
- CBIZ BENEFITS & INSURANCE SERVICES2%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL EDUCATION ASSOCIATION
TraditionalDB
Assets$909.9M
Participants2,972
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$245.5M
Participants719
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
NEA MEMBERS INSURANCE PLAN
Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$85.2M
Covered lives3,125,376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527
NEA LONG TERM CARE INSURANCE PROGRAM
Fully Insured - TRANSAMERICA LIFE INSURANCE COMPANY
Premiums$37.1M
Covered lives6,336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
THE NATIONAL EDUCATION ASSOCIATION WELFARE BENEFIT PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives1,289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522
NEA HOSPITAL INCOME INSURANCE PROGRAM
Fully Insured - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$1.0M
Covered lives1,887
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
THE NATIONAL EDUCATION ASSOCIATION WELFARE BENEFIT PLAN II
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC
Premiums$295K
Covered lives13
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
NEA EXCESS MAJOR MEDICAL PLAN
Fully Insured - UNITED STATES INSURANCE COMPANY OF NEW YORK
Premiums$7K
Covered lives26
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL EDUCATION ASSOCIATION | TraditionalDB | $909.9M | 2,972 | 2024 | |
| 002 | NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | 401k | $245.5M | 719 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | NEA MEMBERS INSURANCE PLAN | Mixed | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $85.2M | 3,125,376 | 2024 | |
| 527 | NEA LONG TERM CARE INSURANCE PROGRAM | Fully Insured | TRANSAMERICA LIFE INSURANCE COMPANY | $37.1M | 6,336 | 2025 | |
| 508 | THE NATIONAL EDUCATION ASSOCIATION WELFARE BENEFIT PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $1.5M | 1,289 | 2025 | |
| 513 | THE NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $1.3M | 605 | 2024 | |
| 522 | NEA HOSPITAL INCOME INSURANCE PROGRAM | Fully Insured | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.0M | 1,887 | 2025 | |
| 509 | THE NATIONAL EDUCATION ASSOCIATION WELFARE BENEFIT PLAN II | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC | $295K | 13 | 2025 | |
| 525 | NEA EXCESS MAJOR MEDICAL PLAN | Fully Insured | UNITED STATES INSURANCE COMPANY OF NEW YORK | $7K | 26 | 2025 |
Retirement plans
Welfare plans