Public Charity

NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN

NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN is a Public Charity headquartered in WASHINGTON, DC. Financial data from the 2024 filing: $16.3M revenue, $9.2M expenses, $263.7M total assets.

EIN: 527073317 WASHINGTON, DC Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2024
Total Revenue$16.3M
Total Expenses$9.2M
Total Assets$263.7M
Grant Records0
Filing Years2020–2024

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. THERE WERE 701 RETIREES PARTICIPATING IN THE PLAN IN 2024.

Officers & Directors

PLAN ADMINISTRATOR James Testerman
TRUSTEE (SINCE SEPT 2024) Jennifer Clutter
TRUSTEE Jessica Swanson
TRUSTEE (UNTIL AUG 2024) Michael Mcpherson

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $16.3M $9.2M $263.7M
2023 $21.1M $12.6M $248.7M
2022 $18.5M $11.1M $218.7M
2021 $29.6M $9.5M $261.9M
2020 $23.7M $9.8M $227.8M

Between 2020 and 2024, reported annual revenue declined from $23.7M to $16.3M (-31%), with total assets most recently reported at $263.7M.

Interactive year-over-year charts and full filing details available with membership.

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