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  2. NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
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NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION

EIN 53-0116145-Utilities-Latest filing 2024
Plans
5
Retirement
2
$28.32B assets
Welfare
3
$51.3M premiums
Participants
243,293
4301 WILSON BLVD - ARLINGTON, VA 22203703-907-6021
Plans on this EIN
5 filings
#444401k-$16.84B - 80,475 part#333CashBalance-$11.48B - 75,823 part#501Mewa-$51.3M - 155,719 lives#535Self Funded-0 lives#545Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $28.32B assets / 156,298 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • 401(K) PENSION (#444)59%
  • RETIREMENT SECURITY PLAN (#333)41%
Total $28.32BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PENSION (#444)80,475
  • RETIREMENT SECURITY PLAN (#333)75,823
Total 156,298Click row to drill in

Benefits portfolio analytics

3 plans / $51.3M premiums / 155,719 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$45.4M
  • Life$45.1M
  • Vision$5.9M
Total $51.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • METROPOLITAN LIFE INSURANCE COMPANY88%
  • VISION SERVICE PLAN12%
  • STARR INDEMNITY & LIABILITY COMPANY0%
Total $51.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $5571 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#444

401(K) PENSION PLAN

401k

Assets$16.84B
Participants80,475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

RETIREMENT SECURITY PLAN

CashBalance

Assets$11.48B
Participants75,823
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP BENEFITS PROGRAM

Mewa - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$51.3M
Covered lives155,719
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#535

NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545

NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION POST-EMPLOYMENT HEALTH REIMBURSEMENT ARRANGEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
444401(K) PENSION PLAN401k$16.84B80,4752024
333RETIREMENT SECURITY PLANCashBalance$11.48B75,8232024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP BENEFITS PROGRAMMewaMETROPOLITAN LIFE INSURANCE COMPANY$51.3M155,7192024
535NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002024
545NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION POST-EMPLOYMENT HEALTH REIMBURSEMENT ARRANGEMENT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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