Plan Snapshot
- Plan Sponsor: Board Of Trustees Of National Integrated Group Pension Plan
- Sponsor EIN: 226190618
- Sponsor Address: 30 SCRANTON OFFICE PARK, SCRANTON, PA, 185071755
- Plan Type: DB
- Total Participants: 2,123
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,123 | $1.6B | $8.9M | $0 |
| 2023 | 2,214 | $1.6B | $9.5M | $0 |
| 2022 | 2,291 | $645.7M | $9.7M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $2,462,514 | — | $2,462,514 |
| LOOMIS, SAYLES & COMPANY, LP | Other Service Provider | $588,919 | — | $588,919 |
| BAIRD ADVISORS | Other Service Provider | $515,825 | — | $515,825 |
| JP MORGAN INVESTMENT MANAGEMENT, IN | Other Service Provider | $297,965 | — | $297,965 |
| SEGAL | Other Service Provider | $244,985 | — | $244,985 |
| PRINCIPAL CORE PLUS BOND | Other Service Provider | $230,152 | — | $230,152 |
| SEGAL MARCO ADVISORS | Other Service Provider | $229,062 | — | $229,062 |
| PRINCIPAL GLOBAL INVESTORS, LLC | Other Service Provider | $211,397 | — | $211,397 |
| SIKICH CPA, LLC | Auditor | $202,231 | — | $202,231 |
| JP MORGAN CORE BOND FUND | Other Service Provider | $171,899 | — | $171,899 |
| JP MORGAN STRATEGIC PROPERTY FUND | Recordkeeper | $156,972 | — | $156,972 |
| PRUDENTIAL PRISA II | Recordkeeper | $82,132 | — | $82,132 |
| PNC BANK | Other Service Provider | $80,313 | — | $80,313 |
| JP MORGAN SPECIAL SITUATION PROPERT | Other Service Provider | $78,141 | — | $78,141 |
| BREDHOFF & KAISER, PLLC | ERISA Attorney | $64,569 | — | $64,569 |
| PRUDENTIAL PRISA SA | Recordkeeper | $58,948 | — | $58,948 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $34,115 | $34,115 |
| MORGAN STANLEY INVESTMENT MANAGEMEN | Other Service Provider | $23,520 | — | $23,520 |
| O'DONOGHUE & O'DONOGHUE LLP | Other Service Provider | $16,016 | — | $16,016 |
| FIRST STATE TRUST | Other Service Provider | $8,800 | — | $8,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA, LLC — Auditor
- JP MORGAN STRATEGIC PROPERTY FUND — Recordkeeper
- PRUDENTIAL PRISA II — Recordkeeper
- BREDHOFF & KAISER, PLLC — ERISA Attorney
- PRUDENTIAL PRISA SA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,758,475
- Estimated Expense Ratio: 0.361% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,251,021 | $3,188,690 | $2,462,514 | $54,075 | — |
| 2023 | $5,411,566 | $378,196 | $2,231,822 | $97,400 | — |
| 2022 | $5,483,938 | $252,160 | $2,604,763 | — | $773,185 |