Retirement&Security Program For Employees Of Ntca And Its Members — Form 5500 plan (National Telecommunications Cooperative Association)
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, Retirement&Security Program For Employees Of Ntca And Its Members is a benefit plan reported by National Telecommunications Cooperative Association under EIN 52-0741336 and plan number 333. The latest loaded filing year is 2023. The filing reports 16,254 participants and $2,290,341,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Telecommunications Cooperative Association
- EIN
- 52-0741336
- Plan number
- 333
- Plan type
- 3
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 16,254
- End-of-year plan assets
- $2,290,341,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,254 | H, C | 20241011110503NAL0012402307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,290,341,070
- Total liabilities (EOY)
- $2,109,612
- Net assets (EOY)
- $2,288,231,458
- Net assets (BOY)
- $2,213,577,986
Income & contributions
- Employer contributions
- $150,022,368
- Participant contributions
- $25,465,027
- Total contributions
- $175,664,068
- Total income / additions
- $384,339,595
Expenses & distributions
- Benefits paid
- $302,979,852
- Administrative expenses
- $6,706,271
- Total expenses
- $309,686,123
- Net increase / (decrease)
- $74,653,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Services Management Corporation | SUBSIDIARY OF NTCA | $3,002,648 | not reported in the loaded dataset | 2023 |
| Towers Watson | NONE | $967,930 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $346,777 | $0 | 2023 |
| Groom Law Group | NONE | $228,409 | not reported in the loaded dataset | 2023 |
| Wilshire | NONE | $126,000 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $40,775 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Telecommunications Cooperative Association
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Services Management Corporation — Schedule C compensation
- Towers Watson — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Groom Law Group — Schedule C compensation
- Wilshire — Schedule C compensation
- Forvis, Llp — Schedule C compensation