Employer · plans filed under one EIN
National Telecommunications Cooperative Association
Arlington, VA · Information
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under National Telecommunications Cooperative Association's employer identification number (Arlington, Virginia). Their latest filings total 45,954 participant records and $5.87B in net assets.
The largest is Savings Plan for Employees of Ntca and Its Members, a 401(k) plan with 30,106 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $248M and participant contributions $138M in the latest plan years; benefits paid were $404M. Schedule C compensation reported to service provider organisations totalled $10.8M.
Combined net assets moved from $2.42B in 2009 to $5.87B in 2024 (up 143%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Savings Plan for Employees of Ntca and Its Members | 401(k) plan | 2024 | 30,106 | $3.36B | $111,491 | $3,259 | $3.6M |
| Retirement&security Program for Employees of Ntca and Its Members | defined benefit pension plan | 2024 | 15,848 | $2.52B | $158,840 | $17,910 | $7.2M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 45,954 | $5.87B | $248M | $138M |
| 2023 | 2 | 45,866 | $5.29B | $219M | $127M |
| 2022 | 2 | 45,031 | $4.84B | $191M | $123M |
| 2021 | 2 | 44,539 | $5.93B | $170M | $115M |
| 2020 | 2 | 43,883 | $5.43B | $179M | $109M |
| 2019 | 2 | 42,559 | $5.00B | $160M | $102M |
| 2018 | 2 | 41,618 | $4.24B | $190M | $95.0M |
| 2017 | 2 | 42,003 | $4.54B | $163M | $88.8M |
| 2016 | 2 | 41,442 | $3.98B | $416M | $80.4M |
| 2015 | 2 | 41,707 | $3.50B | $155M | $77.8M |
| 2014 | 2 | 40,810 | $3.54B | $149M | $72.1M |
| 2013 | 2 | 40,947 | $3.43B | $152M | $71.3M |
| 2012 | 2 | 40,721 | $3.02B | $147M | $67.4M |
| 2011 | 2 | 41,222 | $2.68B | $146M | $77.6M |
| 2010 | 2 | 41,747 | $2.70B | $142M | $73.1M |
| 2009 | 2 | 41,851 | $2.42B | $135M | $65.9M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Services Management Corporation | Contract Administrator | 2 | $5,931,900 |
| Telcom Insurance Group | Insurance services | 2 | $1,563,583 |
| Willis Towers Watson | Actuarial | 1 | $1,293,273 |
| J.P. Morgan Investment Management I | Investment management; Investment advisory (plan) | 1 | $647,767 |
| Groom Law Group | Legal | 2 | $527,482 |
| State Street Bank and Trust Company | Custodial (securities) | 1 | $362,503 |
| Wilshire Associates | Investment advisory (plan) | 2 | $195,559 |
| BlackRock Institutional Trust Co. | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management | 1 | $95,623 |
| Forvis Mazars, LLP | Accounting (including auditing) | 2 | $81,281 |
| Clark Communications | Copying and duplicating; Other services | 2 | $78,105 |
| Institutional Investment Consulting | Investment advisory (plan) | 1 | $20,000 |
| Bank of America | Other services | 1 | $8,457 |
| Fidelity | Investment management; Investment advisory (plan); Recordkeeping and information management; Trustee (directed) | 1 | $0 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does National Telecommunications Cooperative Association have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Savings Plan for Employees of Ntca and Its Members and Retirement&security Program for Employees of Ntca and Its Members. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does National Telecommunications Cooperative Association contribute to its plans?
$247,792,438 in employer contributions across these plans in their latest plan years, about $7,480 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Services Management Corporation, Telcom Insurance Group, Willis Towers Watson and J.P. Morgan Investment Management I and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.