Savings Plan 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, Savings Plan For Employees Of Ntca And Its Members is a benefit plan reported by National Telecommunications Cooperative Association under EIN 52-0741336 and plan number 334. The latest loaded filing year is 2023. The filing reports 28,777 participants and $2,998,904,469 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
- 334
- Plan type
- 3
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 28,777
- End-of-year plan assets
- $2,998,904,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28,777 | H, C | 20241031144316NAL0001568643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,998,904,469
- Total liabilities (EOY)
- $1,119,571
- Net assets (EOY)
- $2,997,784,898
- Net assets (BOY)
- $2,622,761,157
Income & contributions
- Employer contributions
- $68,757,610
- Participant contributions
- $101,753,400
- Total contributions
- $194,607,644
- Total income / additions
- $587,634,834
Expenses & distributions
- Benefits paid
- $226,627,098
- Administrative expenses
- $3,662,536
- Total expenses
- $230,514,496
- Net increase / (decrease)
- $357,120,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Services Management Corporation | SUBSIDIARY OF NTCA | $2,076,220 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Management I | NONE | $912,487 | not reported in the loaded dataset | 2023 |
| Groom Law Group | NONE | $185,916 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $86,412 | $0 | 2023 |
| Wilshire Associates | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Forvis | NONE | $27,525 | not reported in the loaded dataset | 2023 |
| Clark Communications | NONE | $16,242 | not reported in the loaded dataset | 2023 |
| Fidelity | NONE | $0 | $0 | 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
- J.P. Morgan Investment Management I — Schedule C compensation
- Groom Law Group — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Wilshire Associates — Schedule C compensation
- Forvis — Schedule C compensation
- Clark Communications — Schedule C compensation
- Fidelity — Schedule C compensation