401(K) Pension Plan — Form 5500 plan (National Rural Electric 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, 401(K) Pension Plan is a benefit plan reported by National Rural Electric Cooperative Association under EIN 53-0116145 and plan number 444. The latest loaded filing year is 2023. The filing reports 80,480 participants and $14,978,676,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Rural Electric Cooperative Association
- EIN
- 53-0116145
- Plan number
- 444
- Plan type
- 3
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 80,480
- End-of-year plan assets
- $14,978,676,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80,480 | H, C | 20241015145712NAL0030059745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,978,676,240
- Total liabilities (EOY)
- $62,878,577
- Net assets (EOY)
- $14,915,797,663
- Net assets (BOY)
- $12,945,281,939
Income & contributions
- Employer contributions
- $249,882,900
- Participant contributions
- $454,493,663
- Total contributions
- $878,388,305
- Total income / additions
- $3,092,656,386
Expenses & distributions
- Benefits paid
- $1,036,322,056
- Administrative expenses
- $43,513,362
- Total expenses
- $1,079,835,418
- Net increase / (decrease)
- $2,012,820,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nreca | PLAN SPONSOR | $24,447,849 | not reported in the loaded dataset | 2023 |
| T Rowe Price Associates Inc | INVESTMENT MANAGEMENT | $3,655,431 | $0 | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $2,629,732 | $0 | 2023 |
| Blackrock Financial Management Inc | INVESTMENT MANAGEMENT | $1,402,840 | $0 | 2023 |
| Jacobs Levy Equity Management Inc | INVESTMENT MANAGEMENT | $1,031,404 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | INVESTMENT MANAGEMENT | $1,025,906 | not reported in the loaded dataset | 2023 |
| Lockton Companies | INSURANCE AGENT | $827,409 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | INVESTMENT MANAGEMENT | $737,386 | $0 | 2023 |
| Capital International Inc | INVESTMENT MANAGEMENT | $735,824 | not reported in the loaded dataset | 2023 |
| Enterprise Iron Fis Inc | CONSULTANT | $500,620 | not reported in the loaded dataset | 2023 |
| Fis Capital Markets Us LLC | CONSULTANT | $418,103 | not reported in the loaded dataset | 2023 |
| Pinnacle Data Systems LLC | PARTICIPANT COMMUNICATION | $386,469 | not reported in the loaded dataset | 2023 |
| Decisionpath Consulting | CONSULTANT | $380,185 | not reported in the loaded dataset | 2023 |
| Experis It Services Us LLC | CONSULTANT | $373,132 | not reported in the loaded dataset | 2023 |
| Chesapeake Benefit Partners LLC | CONSULTANT | $335,148 | not reported in the loaded dataset | 2023 |
| Optomi LLC | CONSULTANT | $333,771 | not reported in the loaded dataset | 2023 |
| State Street Bank | TRUSTEE | $283,069 | $0 | 2023 |
| Neuberger Berman Group LLC | INVESTMENT MANAGEMETN | $282,660 | $0 | 2023 |
| State Street Global Advisors Trust | INVESTMENT MANAGEMENT | $262,983 | $0 | 2023 |
| Voya Institutional Plan Services Ll | CONSULTANT | $250,000 | not reported in the loaded dataset | 2023 |
| Sirius Computer Solutions Inc | CONSULTANT | $179,550 | not reported in the loaded dataset | 2023 |
| Robert Half | CONSULTANT | $136,957 | not reported in the loaded dataset | 2023 |
| Rvk Inc | CONSULTANT | $127,449 | not reported in the loaded dataset | 2023 |
| Convergenz LLC | CONSULTANT | $125,923 | not reported in the loaded dataset | 2023 |
| Usm Business Systems Inc | CONSULTANT | $94,801 | not reported in the loaded dataset | 2023 |
| Bdo Usa Llp | ACCOUNTING | $94,496 | not reported in the loaded dataset | 2023 |
| Cloudberry Creative Inc | OTHER SERVICES | $92,689 | not reported in the loaded dataset | 2023 |
| Signature Commercial Solutions LLC | CONSULTANT | $82,184 | not reported in the loaded dataset | 2023 |
| Nextup Solutions LLC | CONSULTANT | $72,233 | not reported in the loaded dataset | 2023 |
| Capricorn Systems Inc | CONSULTANT | $71,673 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $55,240 | not reported in the loaded dataset | 2023 |
| Raymond James And Associates | BROKER | $0 | $53,888 | 2023 |
| Morgan Stanley Co | BROKER | $0 | $50,826 | 2023 |
| Jp Morgan Securities | BROKER | $0 | $49,760 | 2023 |
| Aston Carter Inc | CONSULTANT | $44,509 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | CONSULTANT | $39,667 | not reported in the loaded dataset | 2023 |
| International Software Systems Inc | CONSULTANT | $36,935 | not reported in the loaded dataset | 2023 |
| Bofa Securities | BROKER | $0 | $34,414 | 2023 |
| Luminex Trading And Analytics | BROKER | $0 | $34,019 | 2023 |
| Goldman Sachs And Company | BROKER | $0 | $31,682 | 2023 |
| Jefferies And Company Inc | BROKER | $0 | $31,567 | 2023 |
| Virtu Americas | BROKER | $0 | $27,108 | 2023 |
| Wells Fargo Securities LLC | BROKER | $0 | $27,108 | 2023 |
| Paladin Consulting | CONSULTANT | $27,051 | not reported in the loaded dataset | 2023 |
| Davis Companies | CONSULTANT | $26,421 | not reported in the loaded dataset | 2023 |
| Ccitec | CONSULTANT | $25,103 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance Lp | OTHER SERVICES | $24,254 | not reported in the loaded dataset | 2023 |
| Barclays Capital | BROKER | $0 | $24,175 | 2023 |
| Groom Law Group Chartered | LEGAL | $24,021 | not reported in the loaded dataset | 2023 |
| Thompson Hine Llp | LEGAL | $23,083 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | OTHER SERVICES | $22,944 | not reported in the loaded dataset | 2023 |
| Citigroup Global Markets | BROKER | $0 | $20,895 | 2023 |
| Adp Inc | OTHER SERVICES | $20,571 | not reported in the loaded dataset | 2023 |
| Pershing LLC | BROKER | $0 | $19,651 | 2023 |
| Evestment Alliance LLC | OTHER SERVICES | $19,643 | not reported in the loaded dataset | 2023 |
| National Financial Services Corp | BROKER | $0 | $18,870 | 2023 |
| Ubs Securities | BROKER | $0 | $18,839 | 2023 |
| Rbc Capital Markets LLC | BROKER | $0 | $16,103 | 2023 |
| Robert W Baird Co Inc. | BROKER | $0 | $15,641 | 2023 |
| Zovaya Corporation | CONSULTANT | $15,474 | not reported in the loaded dataset | 2023 |
| Cowen And Company LLC | BROKER | $0 | $12,923 | 2023 |
| Bnp Paribas Securities Corporation | BROKER | $0 | $9,203 | 2023 |
| Excella Inc | CONSULTANT | $9,072 | not reported in the loaded dataset | 2023 |
| Abel Noser Solutions | CONSULTANT | $7,992 | not reported in the loaded dataset | 2023 |
| Bmo Capital Markets | BROKER | $0 | $7,227 | 2023 |
| Liquidnet | BROKER | $0 | $7,192 | 2023 |
| Teksystems Inc | CONSULTANT | $6,496 | not reported in the loaded dataset | 2023 |
| Evercore Group LLC | BROKER | $0 | $6,436 | 2023 |
| Credit Suisse Securities Usa LLC | BROKER | $0 | $6,346 | 2023 |
| Willkie Farr And Gallagher Llp | LEGAL | $6,324 | not reported in the loaded dataset | 2023 |
| Alku Technologies LLC | CONSULTANT | $6,065 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Rural Electric Cooperative Association
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Nreca — Schedule C compensation
- T Rowe Price Associates Inc — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Blackrock Financial Management Inc — Schedule C compensation
- Jacobs Levy Equity Management Inc — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Lockton Companies — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Capital International Inc — Schedule C compensation
- Enterprise Iron Fis Inc — Schedule C compensation
- Fis Capital Markets Us LLC — Schedule C compensation
- Pinnacle Data Systems LLC — Schedule C compensation
- Decisionpath Consulting — Schedule C compensation
- Experis It Services Us LLC — Schedule C compensation
- Chesapeake Benefit Partners LLC — Schedule C compensation
- Optomi LLC — Schedule C compensation
- State Street Bank — Schedule C compensation
- Neuberger Berman Group LLC — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Voya Institutional Plan Services Ll — Schedule C compensation
- Sirius Computer Solutions Inc — Schedule C compensation
- Robert Half — Schedule C compensation
- Rvk Inc — Schedule C compensation
- Convergenz LLC — Schedule C compensation
- Usm Business Systems Inc — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation
- Cloudberry Creative Inc — Schedule C compensation
- Signature Commercial Solutions LLC — Schedule C compensation
- Nextup Solutions LLC — Schedule C compensation
- Capricorn Systems Inc — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Raymond James And Associates — Schedule C compensation
- Morgan Stanley Co — Schedule C compensation
- Jp Morgan Securities — Schedule C compensation
- Aston Carter Inc — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- International Software Systems Inc — Schedule C compensation
- Bofa Securities — Schedule C compensation
- Luminex Trading And Analytics — Schedule C compensation
- Goldman Sachs And Company — Schedule C compensation
- Jefferies And Company Inc — Schedule C compensation
- Virtu Americas — Schedule C compensation
- Wells Fargo Securities LLC — Schedule C compensation
- Paladin Consulting — Schedule C compensation
- Davis Companies — Schedule C compensation
- Ccitec — Schedule C compensation
- Bloomberg Finance Lp — Schedule C compensation
- Barclays Capital — Schedule C compensation
- Groom Law Group Chartered — Schedule C compensation
- Thompson Hine Llp — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Citigroup Global Markets — Schedule C compensation
- Adp Inc — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- National Financial Services Corp — Schedule C compensation
- Ubs Securities — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Robert W Baird Co Inc. — Schedule C compensation
- Zovaya Corporation — Schedule C compensation
- Cowen And Company LLC — Schedule C compensation
- Bnp Paribas Securities Corporation — Schedule C compensation
- Excella Inc — Schedule C compensation
- Abel Noser Solutions — Schedule C compensation
- Bmo Capital Markets — Schedule C compensation
- Liquidnet — Schedule C compensation
- Teksystems Inc — Schedule C compensation
- Evercore Group LLC — Schedule C compensation
- Credit Suisse Securities Usa LLC — Schedule C compensation
- Willkie Farr And Gallagher Llp — Schedule C compensation
- Alku Technologies LLC — Schedule C compensation