Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
EIN 53-0116145Latest filing 2025
Plans
5
Retirement
2
$28.32B assets
Welfare
3
$51.3M premiums
Participants
243,297
4301 WILSON BLVD - ARLINGTON, VA 222034419703-907-5500
Retirement portfolio analytics
2 plans aggregated / $28.32B assets / 156,298 participantsParticipants by plan
Active + retired + deferred vested
- 401(K) PENSION (#444)80,475
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
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 444 | 401(K) PENSION PLAN | 401k | $16.84B | 80,475 | 2024 | |
| 333 | RETIREMENT SECURITY PLAN | CashBalance | $11.48B | 75,823 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP BENEFITS PROGRAM | Mewa | METROPOLITAN LIFE INSURANCE COMPANY | $51.3M | 155,719 | 2024 | |
| 535 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2025 | |
| 545 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION POST-EMPLOYMENT HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans