2023 Form 5500 filing — Savings Plan For Employees Of Ntca And Its Members
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 20241031144316NAL0001568643001) for Savings Plan For Employees Of Ntca And Its Members, reported by National Telecommunications Cooperative Association under EIN 52-0741336 and plan number 334. It reports 28,777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031144316NAL0001568643001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- National Telecommunications Cooperative Association
- EIN
- 52-0741336
- Plan number
- 334
- Location
- Arlington, VA
- Participants
- 28,777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,998,904,469
- Total liabilities (EOY)
- $1,119,571
- Net assets (EOY)
- $2,997,784,898
- Employer contributions
- $68,757,610
- Participant contributions
- $101,753,400
- Total income / additions
- $587,634,834
- Benefits paid
- $226,627,098
- Administrative expenses
- $3,662,536
- Total expenses
- $230,514,496
- Net increase / (decrease)
- $357,120,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Services Management Corporation | SUBSIDIARY OF NTCA | $2,076,220 | not reported in the loaded dataset |
| J.P. Morgan Investment Management I | NONE | $912,487 | not reported in the loaded dataset |
| Groom Law Group | NONE | $185,916 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $86,412 | $0 |
| Wilshire Associates | NONE | $45,000 | not reported in the loaded dataset |
| Forvis | NONE | $27,525 | not reported in the loaded dataset |
| Clark Communications | NONE | $16,242 | not reported in the loaded dataset |
| Fidelity | NONE | $0 | $0 |