# National Rural Electric Cooperative Association Health & Welfare Plan
Source: https://planprovider.pro/companies/national-rural-electric-cooperative-association-530116145-501

> National Rural Electric Cooperative Association's Health & Welfare plan: 72,921 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Rural Electric Cooperative Association

- **Sponsor EIN:** 530116145

- **Sponsor Address:** 4301 WILSON BLVD, ARLINGTON, VA, 22203

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 72,921

- **Total Assets:** $862.0M

## 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|72,921|$862.0M|$848.2M|$0|

| 2023|73,315|$776.8M|$793.0M|$0|

| 2022|71,119|$694.4M|$750.2M|$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|

| MET LIFE|Other Service Provider|$45,645,134|—|$45,645,134|

| UMR|Other Service Provider|$22,811,451|—|$22,811,451|

| VSP VISION CARE|Other Service Provider|$5,908,069|—|$5,908,069|

| OPTOMI LLC|Other Service Provider|$2,438,319|—|$2,438,319|

| CAREMARK|Other Service Provider|$1,629,072|—|$1,629,072|

| EXPERIS IT SERVICES US LLC|Other Service Provider|$1,457,658|—|$1,457,658|

| DECISIONPATH CONSULTING|Other Service Provider|$912,126|—|$912,126|

| CONVERGENZ LLC|Other Service Provider|$780,164|—|$780,164|

| CAPRICORN SYSTEMS INC|Other Service Provider|$769,902|—|$769,902|

| WEBMD LLC|Other Service Provider|$757,856|—|$757,856|

| TRANSCARENT INC|Other Service Provider|$753,807|—|$753,807|

| COTIVITI|Other Service Provider|$625,229|—|$625,229|

| ARROWSTREET CAPITAL LIMITED PARTNER|Other Service Provider|$510,185|—|$510,185|

| TELADOC HEALTH INC|Other Service Provider|$489,641|—|$489,641|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$310,600|—|$310,600|

| MERCER US LLC|Investment Advisor|$298,000|—|$298,000|

| NEXTUP SOLUTIONS LLC|Other Service Provider|$223,887|—|$223,887|

| PSG CONSULTING LLC|Other Service Provider|$170,534|—|$170,534|

| DPPO USA GOVT EMPLOYEES HEALTH ASSN|Other Service Provider|$150,058|—|$150,058|

| SIGNATURE COMMERCIAL SOLUTIONS|Other Service Provider|$136,531|—|$136,531|

| INTERNATIONAL SOFTWARE SYSTEMS INC|Other Service Provider|$122,529|—|$122,529|

| BDO USA LLP|Auditor|$121,107|—|$121,107|

| HEALTH AND TECHNOLOGY VECTOR INC|Other Service Provider|$116,000|—|$116,000|

| ALLSUP|Other Service Provider|$114,500|—|$114,500|

| GROOM LAW GROUP CHARTERED|ERISA Attorney|$97,997|—|$97,997|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$95,984|—|$95,984|

| USM BUSINESS SYSTEMS INC|Other Service Provider|$92,219|—|$92,219|

| EXCELLA INC|Other Service Provider|$88,545|—|$88,545|

| CLIFTONLARSONALLEN LLP|Auditor|$76,045|—|$76,045|

| MEDICAL REVIEW INSTITUTE OF AMERICA|Other Service Provider|$71,974|—|$71,974|

| STATE STREET BANK|Other Service Provider|$69,167|—|$69,167|

| ASTON CARTER INC|Other Service Provider|$56,772|—|$56,772|

| OPTUM|Other Service Provider|$54,125|—|$54,125|

| LOCKTON COMPANIES|Investment Advisor|$43,729|—|$43,729|

| NEWPORT TRUST COMPANY|Other Service Provider|$39,667|—|$39,667|

| RV KUHNS AND ASSOCIATES|Other Service Provider|$36,399|—|$36,399|

| WILKIE FARR AND GALLAGHER LLP|ERISA Attorney|$36,183|—|$36,183|

| DAVIS COMPANIES|Other Service Provider|$35,066|—|$35,066|

| REASONN LLC|Other Service Provider|$31,662|—|$31,662|

| TELUS HEALTH US LTD|Other Service Provider|$30,765|—|$30,765|

| DAVIES LIFE AND HEALTH INC|Other Service Provider|$30,455|—|$30,455|

| MILLIMAN INC|Recordkeeper|$28,325|—|$28,325|

| SIRIUS COMPUTER SOLUTIONS INC|Other Service Provider|$28,215|—|$28,215|

| ZOVAYA CORPORATION|Other Service Provider|$27,263|—|$27,263|

| PINNACLE DATA SYSTEMS LLC|Other Service Provider|$26,071|—|$26,071|

| PROTIVITI|Other Service Provider|$24,719|—|$24,719|

| WELLS FARGO BANK|Other Service Provider|$22,242|—|$22,242|

| SPARKS PERSONNEL SERVICES INC|Other Service Provider|$21,314|—|$21,314|

| SHARP PPO|Other Service Provider|$20,265|—|$20,265|

| DANE STREET LLC|Other Service Provider|$19,915|—|$19,915|

| FAIR HEALTH INC|Other Service Provider|$17,299|—|$17,299|

| PROPEER RESOURCES LLC|Other Service Provider|$15,300|—|$15,300|

| GENEX SERVICES LLC|Other Service Provider|$14,547|—|$14,547|

| STEVENS AND LEE PC|ERISA Attorney|$13,639|—|$13,639|

| DEXIAN LLC|Other Service Provider|$13,199|—|$13,199|

| AKSIA LLC|Other Service Provider|$12,999|—|$12,999|

| BROWN AND BROWN ABSENCE SERVICES|Other Service Provider|$11,586|—|$11,586|

| MOTION RECRUITMENT PARTNERS LLC|Other Service Provider|$9,680|—|$9,680|

| MMRO|Other Service Provider|$6,227|—|$6,227|

| NATIONAL MEDICAL REVIEWS INC|Other Service Provider|$5,275|—|$5,275|

| ALKU TECHNOLOGIES|Other Service Provider|$5,272|—|$5,272|

### Verified Provider Profiles

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

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

- [MERCER US LLC](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [BDO USA LLP](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [GROOM LAW GROUP CHARTERED](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

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

- [LOCKTON COMPANIES](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [WILKIE FARR AND GALLAGHER LLP](https://planprovider.pro/provider/willkie-farr-and-gallagher-llp) — ERISA Attorney

- [MILLIMAN INC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [STEVENS AND LEE PC](https://planprovider.pro/provider/stevens-and-lee-pc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $88,582,465

- **Estimated Expense Ratio:** 10.277% 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|$38,781,771|$655,567|$32,735,801|$103,152|—|

| 2023|$35,949,684|$271,992|$29,714,173|$81,786|—|

| 2022|$38,777,660|$35,041|$31,884,345|—|$5,384,054|

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