2023 Form 5500 filing — National Integrated Group Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015091441NAL0027918833001) for National Integrated Group Pension Plan, reported by Board Of Trustees Of National Integrated Group Pension Plan under EIN 22-6190618 and plan number 001. It reports 46,863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091441NAL0027918833001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of National Integrated Group Pension Plan
- EIN
- 22-6190618
- Plan number
- 001
- Location
- Scranton, PA
- Participants
- 46,863
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,568,048,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,568,048,097
- Employer contributions
- $9,498,466
- Total income / additions
- $1,018,819,610
- Benefits paid
- $91,109,929
- Administrative expenses
- $5,411,566
- Total expenses
- $96,521,495
- Net increase / (decrease)
- $922,298,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Prudential Ins. Co. Of America | NONE | $2,407,417 | $0 |
| Segal | NONE | $628,204 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $415,260 | not reported in the loaded dataset |
| Pnc Bank | NONE | $175,937 | $0 |
| Segal Marco Advisors | NONE | $129,652 | not reported in the loaded dataset |
| Bredhoff & Kaiser P.L.L.C. | NONE | $102,574 | not reported in the loaded dataset |
| Sikich Llp | NONE | $97,400 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $36,996 |
| Morgan Stanley Aip Gp Lp | NONE | $19,083 | $0 |
| First State Trust | NONE | $8,800 | not reported in the loaded dataset |
| Ronald Borst | TRUSTEE | $6,214 | not reported in the loaded dataset |
| Charles Gayney | TRUSTEE | $5,619 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $5,550 | not reported in the loaded dataset |
| Richard Shirley | TRUSTEE | $5,175 | not reported in the loaded dataset |