Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
National Employee Benefits Administ
Most often reported for recordkeeping and administration
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 28 retirement plans with 100 or more participants reported paying National Employee Benefits Administ $5,000 or more. Those plans cover 66,219 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $3.4M. Per plan, the median was $54.53 per participant, with the middle half of plans between $36.95 and $85.46. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Florida (25), Georgia (2) and Pennsylvania (1).
In 2009 it appeared on 16 such filings; in 2024, 28. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $36.95 | $54.53 | $85.46 |
| Compensation as a share of plan net assets | 0.05% | 0.11% | 0.17% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Pension Fund of Local 227 | Board of Trustees of Pension Fund of Local 227 | FL | 8,832 | $97.2M | $468K |
| IBEW Local 613 Defined Contribution Pension Plan | Trustees of IBEW Local 613 Defined Contribution Pension Plan | GA | 6,991 | $752M | $108K |
| U.F.C.W. District Union Local Two & Employers Pension Fund | Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund | FL | 5,241 | $192M | $444K |
| Carolina Electrical Workers Retirement Fund | Board of Trustees of Carolina Electrical Workers Retirement Fund | FL | 5,190 | $154M | $44K |
| Atlanta Plumbers & Steamfitters Pension Fund | Atlanta Plumbers & Steamfitters Pension Fund | FL | 5,052 | $452M | $162K |
| Plumbers & Steamfitters 72 Defined Contrib Fund | Plumber & Steamfitters 72 Defined Contrib Fund | FL | 4,388 | $162M | $53K |
| United Asso Journeymen & Apprnc Pension Fund | United Assn of Journeymen & Apprentice Local 198 AFL-CIO Pension Fund | FL | 3,934 | $199M | $337K |
| United Association of Journeymen & Apprentice Annuity Trust Fund | United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun | FL | 3,186 | $27.5M | $49K |
| Asbestos Workers Locals 80 and 51 Supplemental Pension Plan | BD of Trustees Asbestos Workers Locals 80 and 51 Supplemental Pension | FL | 2,312 | $50.7M | $123K |
| Pension Plan of the Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund | Trustees of the Pension Plan of the Plumbers & Pipefitters Local Union | FL | 1,849 | $158M | $166K |
| I.B.E.W. Local Union No. 728 Annuity Fund | Trustees of IBEW Local 728 Annuity Fund | FL | 1,823 | $93.3M | $84K |
| I.B.E.W. Local 1579 Pension Plan | I.B.E.W Local 1579 Pension Plan Board of Trustees | FL | 1,591 | $237M | $110K |
| Plumbers & Pipefitters Local 123 Pension Fund | Trustees of the Plumbers and Pipefitters Local 123 Pension Fund | FL | 1,488 | $67.3M | $123K |
| I.B.E.W. Local No. 728 Pension Fund | Trustees of I.B.E.W. Local No. 728 Pension Fund | FL | 1,427 | $71.8M | $122K |
| Neca-Ibew 177 Pension Fund | Trustees of Neca-Ibew 177 Pension Fund | FL | 1,411 | $144M | $63K |
| Miami Ironworkers Local 272 Pension Trust Fund | Trustees of Miami Ironworkers Local 272 Pension Trust Fund | FL | 1,378 | $92.4M | $137K |
| Plumbers and Pipefitters of the Carolinas Defined Contribution Plan | The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def | FL | 1,377 | $62.2M | $110K |
| Plumbers Local Union No. 519 Pension Fund | Trustees of Plumbers Local Union No. 519 Pension Fund | FL | 1,069 | $45.1M | $136K |
| Plumbers and Pipefitters Local Union No. 803 Pension Fund | Board of Trustees of Plumbers Local Union No. 803 Pension Fund | FL | 983 | $51.4M | $55K |
| Greater South Florida Ironworkers Annuity Trust Fu | Trustees of Ironworkers Local Union No. 402 Annuity Trust Fund | PA | 937 | $9.1M | $6,568 |
| Plumbers & Pipefitters Local Union 719 Pension Fund | Trustees of the Plumbers & Pipefitters Local Union 719 Pension Fund | FL | 888 | $70.7M | $121K |
| IBEW Local 508 Pension Fund | IBEW Local 508 Pension Fund | GA | 831 | $83.2M | $24K |
| Journeymen & Apprentices of Local 188 Pension Fund | Trustees of Journeymen & Apprentices of Local 188 Pension Fund | FL | 779 | $94.4M | $39K |
| Neca-Ibew 1205 Pension Fund | Trustees of Neca-Ibew 1205 Pension Fund | FL | 752 | $53.5M | $59K |
| Journeymen & Apprentices of Local 188 Annuity Fund | Trustees of Journeymen & Apprentices of Local 188 Annuity Fund | FL | 711 | $17.7M | $27K |
| Sheet Metal Workers Local Union No. 32 Pension Trust Fund | Sheet Metal Workers Local Union No. 32 Pension Trust Fund | FL | 678 | $62.8M | $99K |
| Plumbers & Fitters Local Union 295 Pension Plan | Trustees Plumbers & Fitters Local Union 295 Pension Fund | FL | 629 | $71.4M | $80K |
| International Brotherhood of Electrical Workers Local Union #756 Pension Fund | Board of Trustees IBEW Local Union # 756 Pension Fund | FL | 492 | $37.3M | $26K |
Questions and answers
How many plans does National Employee Benefits Administ serve?
28 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay National Employee Benefits Administ?
The median plan reported $54.53 per participant in direct and indirect compensation (28 plans reporting an amount), or 0.11% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (23 plans), Copying and duplicating (7 plans), Other services (7 plans) and Plan Administrator (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.