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Original filing (PDF)20251031151044NAL0007940546001
AMERICAN NURSES ASSOCIATION
Form 5500
FILING_RECEIVED
AMERICAN NURSES ASSOCIATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
~601 bps in Sched C fees
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 601 bps in Schedule C fees — 1056% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN NURSES ASSOCIATION.
Plan sponsor
Name
AMERICAN NURSES ASSOCIATION
EIN
13-1893923
Address
8515 GEORGIA AVE · SILVER SPRING, MD · 20910
Phone
(301) 628-5000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-31
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER AND S | 13-5674085 | — | NONE | $85K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $30K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | NONE | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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