# National Telecommunications Cooperative Association Health & Welfare Plan
Source: https://planprovider.pro/companies/national-telecommunications-cooperative-association-520741336-505

> National Telecommunications Cooperative Association's Health & Welfare plan: 17,341 participants, plan year 2025 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** National Telecommunications Cooperative Association

- **Sponsor EIN:** 520741336

- **Sponsor Address:** 4121 WILSON BLVD., SUITE 1000, ARLINGTON, VA, 22203

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 17,341

- **Total Assets:** $324.2M

## 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|17,341|$324.2M|$0|$0|

| 2024|17,651|$332.5M|$335.1M|$0|

| 2023|18,145|$340.3M|$333.7M|$0|

| 2022|17,796|$318.3M|$332.0M|$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|

| SERVICES MANAGEMENT CORPORATION|Other Service Provider|$15,221,218|—|$15,221,218|

| UNITED HEALTHCARE INSURANCE COMPANY|Other Service Provider|$8,579,497|—|$8,579,497|

| EXPRESS SCRIPTS|Other Service Provider|$7,431,308|—|$7,431,308|

| HEALTH AXIS|Other Service Provider|$1,230,883|—|$1,230,883|

| WILLIS TOWERS WATSON|Other Service Provider|$600,917|—|$600,917|

| OPTUM|Other Service Provider|$554,331|—|$554,331|

| VIVEKA HEALTH INC.|Other Service Provider|$497,291|—|$497,291|

| MEDICAL REVIEW INSTITUTE|Other Service Provider|$299,655|—|$299,655|

| GROOM LAW GROUP|Other Service Provider|$263,768|—|$263,768|

| TELUS HEALTH|Other Service Provider|$209,113|—|$209,113|

| VISION SERVICE PLAN|Other Service Provider|$197,737|—|$197,737|

| EVICORE HEALTHCARE|Other Service Provider|$146,740|—|$146,740|

| CLARK'S PRINTING SERVICE, INC.|Other Service Provider|$77,029|—|$77,029|

| BANK OF AMERICA|Other Service Provider|$54,012|—|$54,012|

| FORVIS MAZARS, LLP|Other Service Provider|$51,915|—|$51,915|

| EMPERION SERVICES INC|Other Service Provider|$49,861|—|$49,861|

| WILSHIRE ASSOCIATES|Other Service Provider|$40,000|—|$40,000|

| PNC BANK|Other Service Provider|$24,869|—|$24,869|

| FITNESS ON DEMAND|Other Service Provider|$12,060|—|$12,060|

| TRUSTEE #1|Custodian / Trustee|$10,670|—|$10,670|

| EXAM COORDINATORS NETWORK|Other Service Provider|$10,590|—|$10,590|

| TRUSTEE #2|Custodian / Trustee|$10,280|—|$10,280|

| TRUSTEE #3|Custodian / Trustee|$9,881|—|$9,881|

| BLACKROCK INSTITUTIONAL TRUST CO|Other Service Provider|$9,494|—|$9,494|

| TRUSTEE #4|Custodian / Trustee|$8,801|—|$8,801|

| TRUSTEE #5|Custodian / Trustee|$7,555|—|$7,555|

| TRUSTEE #6|Custodian / Trustee|$6,827|—|$6,827|

| CHRISTOPHER REBOL, DDS PA|Other Service Provider|$6,640|—|$6,640|

| TRUSTEE #7|Custodian / Trustee|$6,578|—|$6,578|

| TRUSTEE #8|Custodian / Trustee|$5,341|—|$5,341|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,634,861

- **Estimated Expense Ratio:** 10.993% 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|$378,867,260|$49,394|$15,221,218|$51,915|—|

| 2024|$32,093,881|$50,713|$14,785,059|$67,228|—|

| 2023|$30,657,743|$48,842|$14,340,503|$54,290|—|

| 2022|$26,284,108|$48,371|$13,657,622|—|$774,928|

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