NonprofitsNational Education Association And Affiliate Retiree Health Plan

Mutual & Membership Benefit

National Education Association And Affiliate Retiree Health Plan

WASHINGTON, DC

Total revenue

$16.3M

Total expenses

$9.2M

Net assets

$263.6M

Grants received

EIN

527073317

Tax year

2024

Mission

The plan is a welfare benefit plan for the exclusive purpose of providing retiree health benefits to retired employees of the national education association (nea) and its eligible participating state affiliates. Currently, arizona education association participates in the plan with nea.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$2.8M
Investment income$12.9M
Other revenue$634K
Total revenue$16.3M

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$559K
Total expenses$9.2M
Total assets$263.7M
Net assets$263.6M

People

4 listed

NameRoleCompensation

MICHAEL MCPHERSON

TRUSTEE (UNTIL AUG 2024)

Board

1 hrs/wk

JAMES TESTERMAN

PLAN ADMINISTRATOR

Board

1 hrs/wk

JESSICA SWANSON

TRUSTEE

Board

1 hrs/wk

JENNIFER CLUTTER

TRUSTEE (SINCE SEPT 2024)

Board

1 hrs/wk

Details

EIN527073317
NTEE codeY43
Subsection09
Ruling date2000-07
Formed2000
Employees0
Volunteers0
NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN — Mission, Financials & Grants Received | Grantivo