Original filing (PDF)20250129144002NAL0030233138001

MISSOURI NATIONAL EDUCATION ASSOCIATION

Name: MISSOURI NATIONAL EDUCATION ASSOCIATION — MISSOURI-NEA EMPLOYEES' PENSION TRUST PLAN, Form 5500 (2023)
Creator: MISSOURI NATIONAL EDUCATION ASSOCIATION

Form 5500-SF

FILING_RECEIVED

MISSOURI-NEA EMPLOYEES' PENSION TRUST PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.8M

Net assets (EOY)

$17.8M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISSOURI NATIONAL EDUCATION ASSOCIATION.

Plan sponsor

Name

MISSOURI NATIONAL EDUCATION ASSOCIATION

EIN