Plan Snapshot
- Plan Sponsor: National Rural Electric Cooperative Association
- Sponsor EIN: 530116145
- Sponsor Address: 4301 WILSON BLVD, ARLINGTON, VA, 222034419
- Plan Type: Health & Welfare
- Plan Number: 545
- Total Participants: 296
- Total Assets: $12.5M
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. |
|---|---|---|---|---|
| 2025 | 296 | $12.5M | $0 | $0 |
| 2024 | 268 | $12.6M | $0 | $0 |
| 2023 | 234 | $12.8M | $0 | $0 |
| 2022 | 209 | $17.0M | $0 | $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 | Other Service Provider | $25,620 | — | $25,620 |
| STATE STREET BANK AND TRUST COMPANY | Custodian / Trustee | $7,716 | — | $7,716 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,336
- Estimated Expense Ratio: 0.266% 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 |
|---|---|---|---|---|---|
| 2025 | $1,057,828 | $3,842 | — | $21,220 | — |
| 2024 | $46,034 | $4,312 | — | $18,399 | — |
| 2023 | $4,348,887 | $3,640 | — | $17,890 | — |
| 2022 | $57,477 | — | — | — | $57,477 |