National Integrated Group Pension Plan — Form 5500 plan (Board Of Trustees Of National Integrated Group Pension Plan)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Integrated Group Pension Plan is a benefit plan reported by Board Of Trustees Of National Integrated Group Pension Plan under EIN 22-6190618 and plan number 001. The latest loaded filing year is 2023. The filing reports 46,863 participants and $1,568,048,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of National Integrated Group Pension Plan
EIN
22-6190618
Plan number
001
Plan type
1
Location
Scranton, PA
Latest filing year
2023
Participants
46,863
End-of-year plan assets
$1,568,048,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346,863H, C20241015091441NAL0027918833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,568,048,097
Total liabilities (EOY)
$0
Net assets (EOY)
$1,568,048,097
Net assets (BOY)
$645,749,982

Income & contributions

Employer contributions
$9,498,466
Total contributions
$9,498,466
Total income / additions
$1,018,819,610

Expenses & distributions

Benefits paid
$91,109,929
Administrative expenses
$5,411,566
Total expenses
$96,521,495
Net increase / (decrease)
$922,298,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Prudential Ins. Co. Of AmericaNONE$2,407,417$02023
SegalNONE$628,204not reported in the loaded dataset2023
Jpmorgan Chase Bank, N.A.NONE$415,260not reported in the loaded dataset2023
Pnc BankNONE$175,937$02023
Segal Marco AdvisorsNONE$129,652not reported in the loaded dataset2023
Bredhoff & Kaiser P.L.L.C.NONE$102,574not reported in the loaded dataset2023
Sikich LlpNONE$97,400not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$0$36,9962023
Morgan Stanley Aip Gp LpNONE$19,083$02023
First State TrustNONE$8,800not reported in the loaded dataset2023
Ronald BorstTRUSTEE$6,214not reported in the loaded dataset2023
Charles GayneyTRUSTEE$5,619not reported in the loaded dataset2023
O'Donoghue & O'Donoghue LlpNONE$5,550not reported in the loaded dataset2023
Richard ShirleyTRUSTEE$5,175not reported in the loaded dataset2023

Related Form 5500 pages