Plan Snapshot
- Plan Sponsor: Named Fiduciaries Of The Pension Plan For Insurance Organizations
- Sponsor EIN: 270131295
- Sponsor Address: C/O REGINA C. REARDON PLAN ADMIN, PLYMOUTH MEETING, PA, 19462
- Plan Type: DB
- Total Participants: 1,803
- Total Assets: $1.1B
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 | 1,803 | $1.1B | $19.2M | $0 |
| 2023 | 1,804 | $1.1B | $24.2M | $0 |
| 2022 | 1,678 | $1.0B | $25.7M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US | Actuary | $1,403,900 | — | $1,403,900 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $823,801 | — | $823,801 |
| EDGEWOOD PARTNERS INS | Insurance Carrier | $366,940 | — | $366,940 |
| LARRY HELLER | Recordkeeper | $303,439 | — | $303,439 |
| KLINGMAN AND ASSOCIATES, | Investment Advisor | $298,785 | — | $298,785 |
| REGINA C REARDON PC | ERISA Attorney | $194,745 | — | $194,745 |
| STEVEN WEISBART | Custodian / Trustee | $181,650 | — | $181,650 |
| JOHN OGLE | Custodian / Trustee | $132,836 | — | $132,836 |
| PENSIONMARK FINANCIAL GROUP | Other Service Provider | $90,854 | — | $90,854 |
| CLIFTONLARSONALLEN,LLP | Other Service Provider | $77,700 | — | $77,700 |
| RONALD A CASSESSO | Custodian / Trustee | $76,910 | — | $76,910 |
| GEORGE DODD | Other Service Provider | $75,000 | — | $75,000 |
| BOB TOMMASINO | Custodian / Trustee | $38,468 | — | $38,468 |
| FILE-X DOCUMENT IMAGING | Recordkeeper | $11,920 | — | $11,920 |
| ANGELL PENSION GROUP INC | Investment Advisor | $11,400 | — | $11,400 |
| BRENTWOOD ASSET ADVISORS, INC | Investment Advisor | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US — Actuary
- EDGEWOOD PARTNERS INS — Insurance Carrier
- JOHN OGLE — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,093,348
- Estimated Expense Ratio: 0.369% 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 | $5,005,723 | $474,194 | $823,768 | $77,700 | — |
| 2023 | $4,734,513 | $1,088,974 | -$103,940 | $141,733 | — |
| 2022 | $4,967,320 | $1,597,091 | $1,025,584 | — | $1,639,061 |