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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $77,700 | — | $77,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,700
- Estimated Expense Ratio: 0.007% 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 |