# Norfolk Southern Corporation Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/norfolk-southern-corporation-521188014-524

> Norfolk Southern Corporation&#39;s Health &amp; Welfare plan: 603 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Norfolk Southern Corporation

- **Sponsor EIN:** 521188014

- **Sponsor Address:** 650 WEST PEACHTREE STREET NW, ATLANTA, GA, 30308

- **Plan Type:** Health & Welfare

- **Plan Number:** 524

- **Total Participants:** 603

- **Total Assets:** $146.5M

## 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.|

| 2024|603|$146.5M|$10.8M|$2.3M|

| 2023|565|$138.8M|$18.2M|$2.5M|

| 2022|651|$124.2M|$6.5M|$2.7M|

## 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|

| PRUDENTIAL|Recordkeeper|$444,491|—|$444,491|

| THE NEWPORT GROUP, INC.|Other Service Provider|$34,453|—|$34,453|

### Verified Provider Profiles

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

- [PRUDENTIAL](https://planprovider.pro/provider/empower) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $478,944

- **Estimated Expense Ratio:** 0.327% 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|$623,314|$140,530|—|—|—|

| 2023|$585,329|$134,749|—|—|—|

| 2022|$612,384|$154,816|—|—|—|

## Similar Plans

- [Assurant, INC.](https://planprovider.pro/companies/assurant-inc-401k-plan) — 14,549 participants

- [Norfolk Southern Corporation](https://planprovider.pro/companies/norfolk-southern-corporation-401k-plan-003) — 14,235 participants

- [Norfolk Southern Corporation](https://planprovider.pro/companies/norfolk-southern-corporation-401k-plan-002) — 6,637 participants

- [Norfolk Southern Corporation](https://planprovider.pro/companies/norfolk-southern-corporation-plan-001) — 4,771 participants

- [Mativ Holdings, INC.](https://planprovider.pro/companies/mativ-holdings-inc-401k-plan-003) — 3,891 participants

- [Osmose Utilities Services, INC.](https://planprovider.pro/companies/osmose-utilities-services-inc-401k-plan) — 3,530 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/norfolk-southern-corporation-521188014-524)

&copy; 2026 PlanProvider.Pro
