2023 Form 5500 filing — 401(K) 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 20241015145712NAL0030059745001) for 401(K) Pension Plan, reported by National Rural Electric Cooperative Association under EIN 53-0116145 and plan number 444. It reports 80,480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145712NAL0030059745001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- National Rural Electric Cooperative Association
- EIN
- 53-0116145
- Plan number
- 444
- Location
- Arlington, VA
- Participants
- 80,480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,978,676,240
- Total liabilities (EOY)
- $62,878,577
- Net assets (EOY)
- $14,915,797,663
- Employer contributions
- $249,882,900
- Participant contributions
- $454,493,663
- Total income / additions
- $3,092,656,386
- Benefits paid
- $1,036,322,056
- Administrative expenses
- $43,513,362
- Total expenses
- $1,079,835,418
- Net increase / (decrease)
- $2,012,820,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nreca | PLAN SPONSOR | $24,447,849 | not reported in the loaded dataset |
| T Rowe Price Associates Inc | INVESTMENT MANAGEMENT | $3,655,431 | $0 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $2,629,732 | $0 |
| Blackrock Financial Management Inc | INVESTMENT MANAGEMENT | $1,402,840 | $0 |
| Jacobs Levy Equity Management Inc | INVESTMENT MANAGEMENT | $1,031,404 | not reported in the loaded dataset |
| Lsv Asset Management | INVESTMENT MANAGEMENT | $1,025,906 | not reported in the loaded dataset |
| Lockton Companies | INSURANCE AGENT | $827,409 | not reported in the loaded dataset |
| Pacific Investment Management Co | INVESTMENT MANAGEMENT | $737,386 | $0 |
| Capital International Inc | INVESTMENT MANAGEMENT | $735,824 | not reported in the loaded dataset |
| Enterprise Iron Fis Inc | CONSULTANT | $500,620 | not reported in the loaded dataset |
| Fis Capital Markets Us LLC | CONSULTANT | $418,103 | not reported in the loaded dataset |
| Pinnacle Data Systems LLC | PARTICIPANT COMMUNICATION | $386,469 | not reported in the loaded dataset |
| Decisionpath Consulting | CONSULTANT | $380,185 | not reported in the loaded dataset |
| Experis It Services Us LLC | CONSULTANT | $373,132 | not reported in the loaded dataset |
| Chesapeake Benefit Partners LLC | CONSULTANT | $335,148 | not reported in the loaded dataset |
| Optomi LLC | CONSULTANT | $333,771 | not reported in the loaded dataset |
| State Street Bank | TRUSTEE | $283,069 | $0 |
| Neuberger Berman Group LLC | INVESTMENT MANAGEMETN | $282,660 | $0 |
| State Street Global Advisors Trust | INVESTMENT MANAGEMENT | $262,983 | $0 |
| Voya Institutional Plan Services Ll | CONSULTANT | $250,000 | not reported in the loaded dataset |
| Sirius Computer Solutions Inc | CONSULTANT | $179,550 | not reported in the loaded dataset |
| Robert Half | CONSULTANT | $136,957 | not reported in the loaded dataset |
| Rvk Inc | CONSULTANT | $127,449 | not reported in the loaded dataset |
| Convergenz LLC | CONSULTANT | $125,923 | not reported in the loaded dataset |
| Usm Business Systems Inc | CONSULTANT | $94,801 | not reported in the loaded dataset |
| Bdo Usa Llp | ACCOUNTING | $94,496 | not reported in the loaded dataset |
| Cloudberry Creative Inc | OTHER SERVICES | $92,689 | not reported in the loaded dataset |
| Signature Commercial Solutions LLC | CONSULTANT | $82,184 | not reported in the loaded dataset |
| Nextup Solutions LLC | CONSULTANT | $72,233 | not reported in the loaded dataset |
| Capricorn Systems Inc | CONSULTANT | $71,673 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $55,240 | not reported in the loaded dataset |
| Raymond James And Associates | BROKER | $0 | $53,888 |
| Morgan Stanley Co | BROKER | $0 | $50,826 |
| Jp Morgan Securities | BROKER | $0 | $49,760 |
| Aston Carter Inc | CONSULTANT | $44,509 | not reported in the loaded dataset |
| Newport Trust Company | CONSULTANT | $39,667 | not reported in the loaded dataset |
| International Software Systems Inc | CONSULTANT | $36,935 | not reported in the loaded dataset |
| Bofa Securities | BROKER | $0 | $34,414 |
| Luminex Trading And Analytics | BROKER | $0 | $34,019 |
| Goldman Sachs And Company | BROKER | $0 | $31,682 |
| Jefferies And Company Inc | BROKER | $0 | $31,567 |
| Virtu Americas | BROKER | $0 | $27,108 |
| Wells Fargo Securities LLC | BROKER | $0 | $27,108 |
| Paladin Consulting | CONSULTANT | $27,051 | not reported in the loaded dataset |
| Davis Companies | CONSULTANT | $26,421 | not reported in the loaded dataset |
| Ccitec | CONSULTANT | $25,103 | not reported in the loaded dataset |
| Bloomberg Finance Lp | OTHER SERVICES | $24,254 | not reported in the loaded dataset |
| Barclays Capital | BROKER | $0 | $24,175 |
| Groom Law Group Chartered | LEGAL | $24,021 | not reported in the loaded dataset |
| Thompson Hine Llp | LEGAL | $23,083 | not reported in the loaded dataset |
| Wells Fargo Bank | OTHER SERVICES | $22,944 | not reported in the loaded dataset |
| Citigroup Global Markets | BROKER | $0 | $20,895 |
| Adp Inc | OTHER SERVICES | $20,571 | not reported in the loaded dataset |
| Pershing LLC | BROKER | $0 | $19,651 |
| Evestment Alliance LLC | OTHER SERVICES | $19,643 | not reported in the loaded dataset |
| National Financial Services Corp | BROKER | $0 | $18,870 |
| Ubs Securities | BROKER | $0 | $18,839 |
| Rbc Capital Markets LLC | BROKER | $0 | $16,103 |
| Robert W Baird Co Inc. | BROKER | $0 | $15,641 |
| Zovaya Corporation | CONSULTANT | $15,474 | not reported in the loaded dataset |
| Cowen And Company LLC | BROKER | $0 | $12,923 |
| Bnp Paribas Securities Corporation | BROKER | $0 | $9,203 |
| Excella Inc | CONSULTANT | $9,072 | not reported in the loaded dataset |
| Abel Noser Solutions | CONSULTANT | $7,992 | not reported in the loaded dataset |
| Bmo Capital Markets | BROKER | $0 | $7,227 |
| Liquidnet | BROKER | $0 | $7,192 |
| Teksystems Inc | CONSULTANT | $6,496 | not reported in the loaded dataset |
| Evercore Group LLC | BROKER | $0 | $6,436 |
| Credit Suisse Securities Usa LLC | BROKER | $0 | $6,346 |
| Willkie Farr And Gallagher Llp | LEGAL | $6,324 | not reported in the loaded dataset |
| Alku Technologies LLC | CONSULTANT | $6,065 | not reported in the loaded dataset |