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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $54,075 | — | $54,075 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,075
- Estimated Expense Ratio: 0.003% 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 |