James Testerman signed National Education Association of the United States' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Education Association of the United States' EIN is 53-0115260.
Download the official 2023 Form 5500 (PDF) for National Education Association of the United States from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RHUMBLINE ADVISORS | 04-3118582 | — | NONE | $32K | — |
| DUCENTA SQUARED ASSET MANAGEMENT | 85-0584508 | — | NONE | $28K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
National Education Association of the United States' plan includes health coverage, life insurance, long-term disability.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEA MEMBER BENEFITS | 52-0855767 | — | NEA IS SOLE MEMBER | $27.9M | — |
| PEARL INSURANCE GROUP LLC | 88-2137818 | — | NONE | $9.2M | — |
| SAVI SOLUTION PBC | 81-2750411 | — | NONE | $355K | — |
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $294K | — |
| BNY MELLON ASSET SERVICING | 13-5160382 | — | NONE | $182K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $100K | — |
| MOONEY, GREEN, SANDON ET AL PC | 52-1958229 | — | NONE | $96K | — |
| MARSH USA | 36-1436000 | — | NONE | $50K | — |
| ABLETO, INC | 46-2468224 | — | NONE | $30K | — |
| SMITH AFFLIATED | 13-3100579 | — | NONE | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common stock] | Other | — | — | $32.7M | 17.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $31.9M | 16.6% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.2M | 8.4% | |
| POOLED INVESTMENT FUND ARIEL INTERNATIONAL DM/EM LLC N/A | Other securities | — | $5.1M | $6.5M | 3.4% | |
| JPMORGAN HEDGED EQUITY-R6 N/A | Other securities | — | $4.3M | $5.2M | 2.7% | |
| VANGUARD INTL GROWTH-ADM N/A | Mutual Funds | — | $5.2M | $4.5M | 2.3% | |
| INTEREST ARTEMIS RE PTNRS FUND III LP N/A | PARTNERSHIP/JOINT VENTURE | — | $4.2M | $4.2M | 2.2% | |
| STEPSTONE DIVERSITY I N/A | Other securities | — | $3.5M | $3.7M | 1.9% | |
| VANGUARD REAL ESTATE ETF N/A | Mutual Funds | — | $1.6M | $2.4M | 1.2% | |
| T ROWE PR INST SM CAP STK N/A | Common Stocks | — | $1.6M | $2.4M | 1.2% | |
| REGISTERED INVESTMENT COMPANIES BROWN CAP MGMT SM COMP-INV N/A | Other securities | — | $2.1M | $2.3M | 1.2% | |
| CCM COMMUNITY IMPCT BND-INST N/A | Other securities | — | $2.0M | $1.8M | 1.0% | |
| APPLE INC N/A | Common Stocks | — | $1.2M | $1.4M | 0.7% | |
| MICROSOFT CORP N/A | Common Stocks | — | $1.0M | $1.3M | 0.7% | |
| NVIDIA CORP N/A | Common Stocks | — | $521K | $1.3M | 0.7% | |
| U S TREASURY NOTE 02/15/2034 4.00% | U.S. Treasuries | — | $915K | $943K | 0.5% | |
| APPLE INC N/A | Common Stocks | — | $728K | $881K | 0.5% | |
| MICROSOFT CORP N/A | Common Stocks | — | $660K | $821K | 0.4% | |
| NVIDIA CORP N/A | Common Stocks | — | $339K | $751K | 0.4% | |
| AMAZON.COM INC N/A | Common Stocks | — | $543K | $701K | 0.4% | |
| U S TREASURY NOTE 06/30/2026 4.63% | U.S. Treasuries | — | $562K | $565K | 0.3% | |
| U S TREASURY NOTE 07/15/2026 4.50% | U.S. Treasuries | — | $498K | $505K | 0.3% | |
| META PLATFORMS INC N/A | Common Stocks | — | $278K | $490K | 0.3% | |
| AMAZON.COM INC N/A | Common Stocks | — | $352K | $439K | 0.2% | |
| ALPHABET INC N/A | Common Stocks | — | $343K | $411K | 0.2% | |
| INTEREST-BEARING CASH DREYFUS TREASURY SECURITIES N/A 5.27% | U.S. Treasuries | — | $409K | $409K | 0.2% | |
| U S TREASURY BOND 02/15/2054 4.25% | U.S. Treasuries | — | $374K | $394K | 0.2% | |
| BERKSHIRE HATHAWAY INC N/A | Common Stocks | — | $280K | $369K | 0.2% | |
| ALPHABET INC N/A | Common Stocks | — | $288K | $346K | 0.2% | |
| ELI LILLY & CO N/A | Common Stocks | — | $190K | $329K | 0.2% | |
| NEW YORK ST DORM AUTH ST PERSO 03/15/2033 5.29% | Bonds / Notes | — | $299K | $305K | 0.2% | |
| BROADCOM INC N/A | Common Stocks | — | $173K | $304K | 0.2% | |
| META PLATFORMS INC N/A | Common Stocks | — | $178K | $302K | 0.2% | |
| FHLMC POOL #QG-5227 06/01/2053 6.00% | Agency / Mortgage-Backed | — | $276K | $281K | 0.1% | |
| JPMORGAN CHASE & CO N/A | Common Stocks | — | $180K | $277K | 0.1% | |
| U S TREASURY BOND 11/15/2050 1.63% | U.S. Treasuries | — | $260K | $261K | 0.1% | |
| TESLA INC N/A | Common Stocks | — | $307K | $255K | 0.1% | |
| ALPHABET INC N/A | Common Stocks | — | $216K | $254K | 0.1% | |
| FNMA POOL #0DA0508 10/01/2053 6.00% | Agency / Mortgage-Backed | — | $245K | $253K | 0.1% | |
| STEPSTONE DIVERSITY II N/A | Other securities | — | $250K | $250K | 0.1% | |
| SOUTHERN CO/THE 03/15/2034 5.70% | Bonds / Notes | — | $229K | $238K | 0.1% | |
| FNMA POOL #0BR2084 06/01/2051 VAR | Agency / Mortgage-Backed | — | $225K | $232K | 0.1% | |
| EXXON MOBIL CORP N/A | Common Stocks | — | $212K | $227K | 0.1% | |
| MORGAN STANLEY 01/22/2031 VAR | Other securities | — | $210K | $226K | 0.1% | |
| U S TREASURY NOTE 07/31/2025 4.75% | U.S. Treasuries | — | $225K | $226K | 0.1% | |
| U S TREASURY NOTE 04/30/2030 3.50% | U.S. Treasuries | — | $216K | $222K | 0.1% | |
| U S TREASURY NOTE 05/15/2033 3.38% | U.S. Treasuries | — | $211K | $217K | 0.1% | |
| ELI LILLY & CO N/A | Common Stocks | — | $129K | $216K | 0.1% | |
| ALPHABET INC N/A | Common Stocks | — | $182K | $215K | 0.1% | |
| AMERICAN TOWER CORP 09/15/2031 2.30% | Bonds / Notes | — | $196K | $212K | 0.1% |
