# Board Of Trustees Of National Integrated Group Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-national-integrated-group-pension-plan-plan

> Board Of Trustees Of National Integrated Group Pension Plan's DB plan: 2,123 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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|NONE|$2,462,514|—|$2,462,514|

| LOOMIS, SAYLES & COMPANY, LP|NONE|$588,919|—|$588,919|

| BAIRD ADVISORS|NONE|$515,825|—|$515,825|

| JP MORGAN INVESTMENT MANAGEMENT, IN|NONE|$297,965|—|$297,965|

| SEGAL|NONE|$244,985|—|$244,985|

| PRINCIPAL CORE PLUS BOND|NONE|$230,152|—|$230,152|

| SEGAL MARCO ADVISORS|NONE|$229,062|—|$229,062|

| PRINCIPAL GLOBAL INVESTORS, LLC|NONE|$211,397|—|$211,397|

| SIKICH CPA, LLC|NONE|$202,231|—|$202,231|

| JP MORGAN CORE BOND FUND|NONE|$171,899|—|$171,899|

| JP MORGAN STRATEGIC PROPERTY FUND|NONE|$156,972|—|$156,972|

| PRUDENTIAL PRISA II|NONE|$82,132|—|$82,132|

| PNC BANK|NONE|$80,313|—|$80,313|

| JP MORGAN SPECIAL SITUATION PROPERT|NONE|$78,141|—|$78,141|

| BREDHOFF & KAISER, PLLC|NONE|$64,569|—|$64,569|

| PRUDENTIAL PRISA SA|NONE|$58,948|—|$58,948|

| CALIBRE CPA GROUP, PLLC|Auditor|$54,075|—|$54,075|

| SEGAL SELECT INSURANCE SERVICES INC|NONE|—|$34,115|$34,115|

| MORGAN STANLEY INVESTMENT MANAGEMEN|NONE|$23,520|—|$23,520|

| O'DONOGHUE & O'DONOGHUE LLP|NONE|$16,016|—|$16,016|

| FIRST STATE TRUST|NONE|$8,800|—|$8,800|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA, LLC](https://planprovider.pro/provider/sikich-cpa-llc) — NONE

- [JP MORGAN STRATEGIC PROPERTY FUND](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PRUDENTIAL PRISA II](https://planprovider.pro/provider/empower) — NONE

- [BREDHOFF & KAISER, PLLC](https://planprovider.pro/provider/bredhoff-and-kaiser) — NONE

- [PRUDENTIAL PRISA SA](https://planprovider.pro/provider/empower) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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:** $5,812,550

- **Estimated Expense Ratio:** 0.364% 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|

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