# National Rural Electric Cooperative Association Health & Welfare Plan
Source: https://planprovider.pro/companies/national-rural-electric-cooperative-association-530116145-545

> National Rural Electric Cooperative Association's Health & Welfare plan: 296 participants, plan year 2025 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2025.

## 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|

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