# Named Fiduciaries Of The Pension Plan For Insurance Organizations DB Plan
Source: https://planprovider.pro/companies/named-fiduciaries-of-the-pension-plan-for-insurance-organizations-plan

> Named Fiduciaries Of The Pension Plan For Insurance Organizations's DB plan: 1,803 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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|CONTRACT ADMINISTRATOR|$823,801|—|$823,801|

| EDGEWOOD PARTNERS INS|INSURANCE REP/BROKER|$366,940|—|$366,940|

| LARRY HELLER|PLAN ADMINISTRATOR|$303,439|—|$303,439|

| KLINGMAN AND ASSOCIATES,|INVESTMENT ADVISORY|$298,785|—|$298,785|

| REGINA C REARDON PC|LEGAL|$194,745|—|$194,745|

| STEVEN WEISBART|TRUSTEE|$181,650|—|$181,650|

| JOHN OGLE|TRUSTEE|$132,836|—|$132,836|

| PENSIONMARK FINANCIAL GROUP|CONSULTANT|$90,854|—|$90,854|

| CLIFTONLARSONALLEN LLP|Auditor|$77,700|—|$77,700|

| CLIFTONLARSONALLEN,LLP|ACCOUNTANT|$77,700|—|$77,700|

| RONALD A CASSESSO|TRUSTEE|$76,910|—|$76,910|

| GEORGE DODD|CONSULTANT|$75,000|—|$75,000|

| BOB TOMMASINO|TRUSTEE|$38,468|—|$38,468|

| FILE-X DOCUMENT IMAGING|RECORDKEEPER/BOOKKEEPER|$11,920|—|$11,920|

| ANGELL PENSION GROUP INC|INVESTMENT ADVISORY|$11,400|—|$11,400|

| BRENTWOOD ASSET ADVISORS, INC|INVESTMENT ADVISORY|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY

- [EDGEWOOD PARTNERS INS](https://planprovider.pro/provider/epic-retirement-plan-services) — INSURANCE REP/BROKER

- [JOHN OGLE](https://planprovider.pro/provider/john-hancock) — TRUSTEE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,171,048

- **Estimated Expense Ratio:** 0.376% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/named-fiduciaries-of-the-pension-plan-for-insurance-organizations-plan)

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