# National Telecommunications Cooperative Association DB Plan
Source: https://planprovider.pro/companies/national-telecommunications-cooperative-association-plan-333

> National Telecommunications Cooperative Association's DB plan: 9,544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 520741336

- **Sponsor Address:** 4121 WILSON BLVD, ARLINGTON, VA, 222031801

- **Plan Type:** DB

- **Total Participants:** 9,544

- **Total Assets:** $2.5B

## 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|9,544|$2.5B|$170.9M|$27.9M|

| 2023|9,988|$2.3B|$150.0M|$25.5M|

| 2022|10,052|$2.2B|$125.0M|$24.3M|

## 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|SUBSIDIARY OF NTCA|$3,595,500|—|$3,595,500|

| TELCOM INSURANCE GROUP|NONE|$1,416,156|—|$1,416,156|

| WILLIS TOWERS WATSON|NONE|$1,293,273|—|$1,293,273|

| STATE STREET BANK AND TRUST COMPANY|NONE|$362,503|—|$362,503|

| GROOM LAW GROUP|NONE|$278,413|—|$278,413|

| WILSHIRE|NONE|$142,819|—|$142,819|

| FORVIS MAZARS, LLP|NONE|$46,899|—|$46,899|

| CLARK'S PRINTING SERVICE|NONE|$33,497|—|$33,497|

| INSTITUTIONAL INVESTMENT CONSULTING|NONE|$20,000|—|$20,000|

| BANK OF AMERICA|NONE|$8,457|—|$8,457|

| TRUSTEE #1|TRUSTEE|$5,058|—|$5,058|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [GROOM LAW GROUP](https://planprovider.pro/provider/groom-law-group) — NONE

- [WILSHIRE](https://planprovider.pro/provider/john-hancock) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,202,575

- **Estimated Expense Ratio:** 0.286% 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|$6,250,310|$162,819|$3,595,500|$46,899|—|

| 2023|$6,706,271|$142,392|$3,093,740|$46,575|—|

| 2022|$6,120,549|$140,067|$3,113,210|—|$1,211,510|

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