Original filing (PDF)20250929150750NAL0005103059001

NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

Name: NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS — THE PENSION PLAN FOR INSURANCE ORGANIZATIONS, Form 5500 (2024)
Creator: NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

Form 5500

FILING_RECEIVED

THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

Defined-benefit pension plan

Signals · 1

16 service providers

Active participants

1,803

Accounts w/ balance

Plan assets (EOY)

$1.1B

Net assets (EOY)

$1.1B

How this plan invests

This plan

5 pooled trusts

Schedule D

855 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

37 bps in Schedule C fees — 638% above peer band of 5 bps.
Highly fragmented vendor stack (16 disclosed providers, 8 categories).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS.

Plan sponsor

Name

NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

EIN

27-0131295

Address

C/O REGINA C. REARDON PLAN ADMIN · 3031B WALTON ROAD · PLYMOUTH MEETING, PA · 19462

Phone

(610) 941-6969

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

REGINA C REARDON

EIN

27-0131295

City

PLYMOUTH MEETING, PA

Phone

(610) 941-6969

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

2X · Other multiple-employer DC plan

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

16 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FILE-X DOCUMENT IMAGING	23-2959064	—	RECORDKEEPER/BOOKKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KLINGMAN AND ASSOCIATES,	06-1612508	—	INVESTMENT ADVISORY	$299K	—
PENSIONMARK FINANCIAL GROUP	61-1758632	—	CONSULTANT	$91K	—
GEORGE DODD	12-7407886	—	CONSULTANT	$75K	—
ANGELL PENSION GROUP INC	04-2530412	—	INVESTMENT ADVISORY	$11K	—
BRENTWOOD ASSET ADVISORS, INC	59-3718394	—	INVESTMENT ADVISORY	$5K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDGEWOOD PARTNERS INS	94-3195221	—	INSURANCE REP/BROKER	$367K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
STEVEN WEISBART	14-9340839	—	TRUSTEE	$182K	—
JOHN OGLE	20-7506507	—	TRUSTEE	$133K	—
RONALD A CASSESSO	03-3449884	—	TRUSTEE	$77K	—
BOB TOMMASINO	02-6426213	—	TRUSTEE	$38K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$824K	—
LARRY HELLER	05-3405873	—	PLAN ADMINISTRATOR	$303K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTONLARSONALLEN,LLP	41-0746748	—	ACCOUNTANT	$78K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US	53-0181291	—	ACTUARY	$1.4M	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
REGINA C REARDON PC	23-2876869	—	LEGAL	$195K	—

Investments

849 direct securities · 5 pooled funds· $1.2B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$1.1B

849 holdings

Pooled Separate Account

$125.3M

4 holdings

Common Collective Trust

$26.2M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard	—	—	$97.3M	$209.2M	18.9%
Principal	—	—	$54.5M	$86.9M	7.8%
PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	—	—	$86.9M	7.8%
Vanguard	—	—	$36.5M	$70.9M	6.4%
Vanguard	—	—	$23.7M	$35.5M	3.2%
US TREASURY BOND	—	—	$36.9M	$27.6M	2.5%
Principal	—	—	$21.4M	$26.8M	2.4%
PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136	Pooled Separate Account	—	—	$26.8M	2.4%
US TREASURY NOTE	—	—	$29.4M	$26.7M	2.4%
COHEN & STEERS GLBL RLTY FD P SEI TRUST COMPANY · EIN 46-3411346 / PN 064	Common Collective Trust	—	$29.8M	$26.2M	2.4%
US TREASURY NOTE	—	—	$23.2M	$23.2M	2.1%
US TREASURY NOTE	—	—	$24.8M	$22.4M	2.0%
U S TREASURY SEC STRIPPED	—	—	$26.7M	$21.3M	1.9%
US TREASURY BOND	—	—	$19.7M	$19.3M	1.7%
U S TREASURY SEC STRIPPED	—	—	$21.1M	$15.0M	1.4%
US TREASURY BOND	—	—	$14.5M	$14.8M	1.3%
US TREASURY BOND	—	—	$15.2M	$14.3M	1.3%
US TREASURY BOND	—	—	$15.0M	$13.6M	1.2%
Principal	—	—	$11.5M	$11.6M	1.0%
PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	—	—	$11.6M	1.0%
U S TREASURY SEC STRIPPED	—	—	$15.1M	$11.0M	1.0%
US TREASURY NOTE	—	—	$10.8M	$10.8M	1.0%
U S TREASURY SEC STRIPPED	—	—	$15.1M	$10.6M	1.0%
US TREASURY NOTE	—	—	$11.1M	$10.5M	0.9%
U S TREASURY SEC STRIPPED	—	—	$15.1M	$10.3M	0.9%
U S TREASURY SEC STRIPPED	—	—	$10.1M	$9.8M	0.9%
US TREASURY BOND	—	—	$15.1M	$9.7M	0.9%
US TREASURY BOND	—	—	$10.9M	$9.6M	0.9%
US TREASURY NOTE	—	—	$9.9M	$9.4M	0.8%
US TREASURY BOND	—	—	$9.8M	$9.2M	0.8%
US TREASURY BOND	—	—	$8.4M	$8.3M	0.7%
US TREASURY BOND	—	—	$13.1M	$8.1M	0.7%
US TREASURY BOND	—	—	$11.6M	$7.1M	0.6%
US TREASURY BOND	—	—	$7.2M	$6.9M	0.6%
U S TREASURY SEC STRIPPED	—	—	$7.0M	$6.7M	0.6%
US TREASURY BOND	—	—	$10.1M	$6.7M	0.6%
U S TREASURY SEC STRIPPED	—	—	$6.1M	$5.9M	0.5%
U S TREASURY SEC STRIPPED	—	—	$6.0M	$5.8M	0.5%
SHORT-TERM INVESTMENT FUND	—	—	$5.6M	$5.6M	0.5%
US TREASURY NOTE	—	—	$6.4M	$5.6M	0.5%
US TREASURY BOND	—	—	$7.3M	$5.5M	0.5%
US TREASURY NOTE	—	—	$5.4M	$5.3M	0.5%
Fortress	—	—	$5.1M	$5.1M	0.5%
US TREASURY BOND	—	—	$5.6M	$5.1M	0.5%
US TREASURY NOTE	—	—	$4.8M	$4.6M	0.4%
SHORT-TERM INVESTMENT FUND	—	—	$4.2M	$4.2M	0.4%
US TREASURY BOND	—	—	$3.8M	$3.5M	0.3%
U S TREASURY SEC STRIPPED	—	—	$3.3M	$3.2M	0.3%
U S TREASURY SEC STRIPPED	—	—	$3.3M	$3.1M	0.3%
US TREASURY BOND	—	—	$3.6M	$2.5M	0.2%
UNITED MEXICAN STATE	—	—	$3.3M	$2.5M	0.2%
US TREASURY BOND	—	—	$2.2M	$2.2M	0.2%
Blackstone	—	—	$2.0M	$1.9M	0.2%
BURLINGTN NORTH SANT	—	—	$1.8M	$1.6M	0.1%
PG&E WILDFIRE RECOV	—	—	$1.7M	$1.6M	0.1%
MORGAN STANLEY	—	—	$1.5M	$1.5M	0.1%
VERIZON COMMUNICATION	—	—	$2.1M	$1.5M	0.1%
VERIZON COMMUNICATION	—	—	$1.9M	$1.4M	0.1%
PFIZER INVT ENTERPRI	—	—	$1.4M	$1.4M	0.1%
JPMORGAN CHASE V-D	—	—	$1.2M	$1.2M	0.1%
MICROSOFT CORP	—	—	$1.8M	$1.2M	0.1%
VR BANK OF AMERICA	—	—	$1.7M	$1.2M	0.1%
ORACLE CORP	—	—	$1.4M	$1.2M	0.1%
CVS HEALTH CORP	—	—	$1.2M	$1.1M	0.1%
ANHEUSER-BUSCH COS	—	—	$1.1M	$1.1M	<0.1%
WARNERMEDIA HLDG	—	—	$1.2M	$1.1M	<0.1%
UNITEDHEALTH GROUP	—	—	$1.5M	$1.1M	<0.1%
SHELL FINANCE US	—	—	$1.2M	$1.1M	<0.1%
COMCAST CORP	—	—	$1.6M	$1.1M	<0.1%
SAUDI INTERNATIONAL	—	—	$1.1M	$1.1M	<0.1%
LYB INT FINANCE III	—	—	$1.2M	$1.0M	<0.1%
GOLDMAN SCHS GRP V-D	—	—	$1.0M	$1.0M	<0.1%
ORACLE CORP	—	—	$1.1M	$1.0M	<0.1%
CVS HEALTH CORP	—	—	$1.1M	$996K	<0.1%
AMGEN INC	—	—	$1.0M	$988K	<0.1%
CALIFORNIA ST	—	—	$1.0M	$982K	<0.1%
MASTERCARD INC	—	—	$1.0M	$982K	<0.1%
BRISTOL-MYERS SQUIBB	—	—	$1.2M	$981K	<0.1%
UNITEDHEALTH GROUP	—	—	$1000K	$970K	<0.1%
ABBVIE INC	—	—	$982K	$963K	<0.1%
COMCAST CORP	—	—	$1.3M	$921K	<0.1%
LOUISIANA ST LOCAL	—	—	$960K	$908K	<0.1%
META PLATFORMS INC	—	—	$898K	$892K	<0.1%
VR WELLS FARGO	—	—	$1.2M	$880K	<0.1%
TIME WARNER CABLE IN	—	—	$890K	$872K	<0.1%
CIGNA CORP	—	—	$908K	$866K	<0.1%
EXXON MOBIL CORPORAT	—	—	$916K	$862K	<0.1%
HOME DEPOT INC	—	—	$1.1M	$862K	<0.1%
JPMORGAN CHASE V-D	—	—	$855K	$850K	<0.1%
KLA CORP	—	—	$1.2M	$850K	<0.1%
CALIFORNIA ST	—	—	$883K	$848K	<0.1%
AT&T INC	—	—	$1.1M	$843K	<0.1%
UNITED MEXICAN STATE	—	—	$867K	$837K	<0.1%
U.S. TREASURY BONDS	—	—	$805K	$804K	<0.1%
REPUBLIC PHILIPPINES	—	—	$869K	$803K	<0.1%
CALIFORNIA ST	—	—	$836K	$798K	<0.1%
WALT DISNEY COMPANY	—	—	$941K	$781K	<0.1%
WELLS FARGO & COMPANY	—	—	$991K	$775K	<0.1%
REPUBLIC OF PERU	—	—	$794K	$772K	<0.1%
KRAFT HEINZ FOODS CO	—	—	$791K	$769K	<0.1%
UNITED MEXICAN STATE	—	—	$832K	$763K	<0.1%
APPLE INC	—	—	$1.1M	$761K	<0.1%
KINDER MORGAN INC/DE	—	—	$766K	$752K	<0.1%
MARSH & MCLENNAN CO	—	—	$769K	$752K	<0.1%
VR JPMORGAN CHASE	—	—	$693K	$742K	<0.1%
LOWE'S COS INC	—	—	$978K	$740K	<0.1%
BANK AMERICA V-D	—	—	$741K	$736K	<0.1%
ENTERPRISE PRODUCTS	—	—	$793K	$731K	<0.1%
AT&T INC	—	—	$920K	$730K	<0.1%
VR BANK OF AMERICA	—	—	$1.0M	$725K	<0.1%
DH EUROPE FINANCE II	—	—	$781K	$724K	<0.1%
REPUBLIC PHILIPPINES	—	—	$756K	$723K	<0.1%
PACIFIC GAS & ELEC	—	—	$676K	$714K	<0.1%
QUALCOMM INC	—	—	$946K	$710K	<0.1%
COMCAST CORP	—	—	$751K	$701K	<0.1%
REPUBLIC INDONESIA	—	—	$732K	$698K	<0.1%
UNITEDHEALTH GROUP	—	—	$755K	$694K	<0.1%
VR MORGAN STANLEY	—	—	$1.0M	$693K	<0.1%
NISOURCE FINANCE COR	—	—	$766K	$690K	<0.1%
BOEING CO	—	—	$720K	$689K	<0.1%
GOLDMAN SACHS GROUP	—	—	$740K	$685K	<0.1%
COMMONWEALTH EDISON	—	—	$804K	$678K	<0.1%
AMGEN INC	—	—	$734K	$676K	<0.1%
RTX CORPORATION	—	—	$718K	$675K	<0.1%
WARNERMEDIA HLDG	—	—	$705K	$665K	<0.1%
AT&T INC	—	—	$707K	$661K	<0.1%
PACIFICORP	—	—	$767K	$654K	<0.1%
REPUBLIC OF PANAMA	—	—	$1.0M	$643K	<0.1%
ELI LILLY & CO	—	—	$708K	$639K	<0.1%
AON NORTH AMERICA	—	—	$660K	$639K	<0.1%
META PLATFORMS INC	—	—	$686K	$639K	<0.1%
INTEL CORP	—	—	$1.1M	$636K	<0.1%
EXELON CORP	—	—	$707K	$634K	<0.1%
UNION PACIFIC CORP	—	—	$781K	$625K	<0.1%
ABBVIE INC	—	—	$671K	$624K	<0.1%
PHILIP MORRIS INTL	—	—	$625K	$615K	<0.1%
WILLIAMS PARTNERS LP	—	—	$845K	$611K	<0.1%
WALT DISNEY COMPANY	—	—	$668K	$611K	<0.1%
NEW JERSEY ST TPK AU	—	—	$644K	$607K	<0.1%
EL PASO PIPELINE PAR	—	—	$676K	$605K	<0.1%
LOCKHEED MARTIN CORP	—	—	$865K	$603K	<0.1%
DUKE ENERGY OHIO INC	—	—	$726K	$602K	<0.1%
SOUTHERN CAL EDISON	—	—	$704K	$589K	<0.1%
ELI LILLY & CO	—	—	$654K	$585K	<0.1%
BOEING CO	—	—	$601K	$576K	<0.1%
WELLS FARGO & COMPANY	—	—	$608K	$569K	<0.1%
NOVARTIS CAPITAL COR	—	—	$639K	$562K	<0.1%
NEWMONT MINING CORP	—	—	$591K	$558K	<0.1%
NOVANT HEALTH INC	—	—	$835K	$552K	<0.1%
GENERAL ELEC CAP COR	—	—	$548K	$551K	<0.1%
P/P BROADCOM INC	—	—	$651K	$550K	<0.1%
HOME DEPOT INC	—	—	$603K	$550K	<0.1%
RTX CORPORATION	—	—	$687K	$544K	<0.1%
BLACKROCK FUNDING	—	—	$592K	$543K	<0.1%
SAN DIEGO G & E	—	—	$586K	$537K	<0.1%
NORTHERN STATES PWR	—	—	$639K	$536K	<0.1%
ONCOR ELECTRIC DELIV	—	—	$544K	$534K	<0.1%
AMAZON.COM INC	—	—	$823K	$532K	<0.1%
GILEAD SCIENCES INC	—	—	$642K	$531K	<0.1%
VODAFONE GROUP PLC	—	—	$544K	$530K	<0.1%
ENERGY TRANSFER PART	—	—	$602K	$525K	<0.1%
DUKE ENERGY FLORIDA	—	—	$654K	$524K	<0.1%
WASTE MGMT INC	—	—	$538K	$519K	<0.1%
CENTERPOINT ENERGY	—	—	$528K	$517K	<0.1%
CSX CORP	—	—	$710K	$515K	<0.1%
P/P BAYER US FINANCE	—	—	$553K	$512K	<0.1%
ONEOK INC	—	—	$544K	$512K	<0.1%
DOW CHEMICAL CO/THE	—	—	$601K	$508K	<0.1%
NORTHROP GRUMMAN	—	—	$533K	$500K	<0.1%
ALIBABA GROUP HLDG	—	—	$521K	$496K	<0.1%
CHARTER COMM OPT LLC	—	—	$605K	$496K	<0.1%
UBS GROUP V-S	—	—	$470K	$492K	<0.1%
OCCIDENTAL PETROLEUM	—	—	$494K	$490K	<0.1%
TOTALENERGIES CAP	—	—	$535K	$489K	<0.1%
BOEING CO	—	—	$545K	$488K	<0.1%
ONEOK INC	—	—	$705K	$487K	<0.1%
BRISTOL-MYERS SQUIBB	—	—	$530K	$486K	<0.1%
COCA-COLA CO	—	—	$534K	$486K	<0.1%
T-MOBILE USA INC	—	—	$617K	$481K	<0.1%
MICROSOFT CORP	—	—	$526K	$480K	<0.1%
MARATHON PETROLEUM	—	—	$548K	$478K	<0.1%
REPUBLIC OF POLAND	—	—	$511K	$474K	<0.1%
PECO ENERGY CO	—	—	$464K	$473K	<0.1%
REPUBLIC OF POLAND	—	—	$502K	$471K	<0.1%
VR JPMORGAN CHASE	—	—	$635K	$471K	<0.1%
NORTHROP GRUMMAN	—	—	$481K	$470K	<0.1%
META PLATFORMS INC	—	—	$511K	$470K	<0.1%
BERKSHIRE HATHAWAY	—	—	$511K	$462K	<0.1%
NORFOLK SOUTHERN	—	—	$500K	$461K	<0.1%
CONS EDISON CO OF NY	—	—	$543K	$454K	<0.1%
LOCKHEED MARTIN CORP	—	—	$609K	$454K	<0.1%
ORACLE CORP	—	—	$460K	$453K	<0.1%
ANHEUSER-BUSCH INBEV	—	—	$478K	$451K	<0.1%
DUKE ENERGY CAROLINA	—	—	$445K	$447K	<0.1%
GLAXOSMITHKLINE CAPI	—	—	$472K	$444K	<0.1%
MERCK & CO INC	—	—	$674K	$441K	<0.1%
GILEAD SCIENCES INC	—	—	$628K	$436K	<0.1%
COMCAST CORP	—	—	$443K	$430K	<0.1%
CMS ENERGY CONTRA	—	—	$510K	$430K	<0.1%
PUB SVC ELEC & GAS	—	—	$547K	$428K	<0.1%

Showing top 200 of 854 investments by value.