Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolioTH
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION
EIN 52-0741336InformationLatest filing 2024
Plans
3
Retirement
2
$5.88B assets
Welfare
1
$5.9M premiums
Participants
67,307
4121 WILSON BLVD, 10TH FLOOR - ARLINGTON, VA 222031801703-351-2000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.88B assets / 45,954 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- FIDELITY INVESTMENTS INSTITUTIONAL57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
- AND ITS MEMBERS (#334)30,106
- AND ITS MEMBERS (#333)15,848
Benefits portfolio analytics
1 plan / $5.9M premiums / 26,335 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.9M
- Life$5.8M
Carrier market share
Premium dollars by Schedule A carrier
97%top
- RELIASTAR LIFE INSURANCE COMPANY97%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA3%
Broker market share
Schedule A broker compensation
100%top
- RUST INSURANCE AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#334
SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS
401k
Assets$3.36B
Participants30,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
RETIREMENT&SECURITY PROGRAM FOR EMPLOYEES OF NTCA AND ITS MEMBERS
TraditionalDB
Assets$2.52B
Participants15,848
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
GROUP HEALTH PROGRAM OF NTCA AND ITS MEMBERS
Mewa - RELIASTAR LIFE INSURANCE COMPANY
Premiums$5.9M
Covered lives26,335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 334 | SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS | 401k | $3.36B | 30,106 | 2024 | |
| 333 | RETIREMENT&SECURITY PROGRAM FOR EMPLOYEES OF NTCA AND ITS MEMBERS | TraditionalDB | $2.52B | 15,848 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | GROUP HEALTH PROGRAM OF NTCA AND ITS MEMBERS | Mewa | RELIASTAR LIFE INSURANCE COMPANY | $5.9M | 26,335 | 2024 |
Retirement plans
Welfare plans