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Original filing (PDF)20251009135913NAL0006682289001
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION
Form 5500
FILING_RECEIVED
RETIREMENT&SECURITY PROGRAM FOR EMPLOYEES OF NTCA AND ITS MEMBERS
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
9,544
Accounts w/ balance
—
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 472% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION.
Plan sponsor
Name
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION
EIN
52-0741336
Address
4121 WILSON BLVD · 10TH FLOOR · ARLINGTON, VA · 222031801
Phone
(703) 351-2000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
NTCA RETIREMENT AND SECURITY/ SAVINGS PLAN TRUST COMMITTEE
EIN
52-1558805
City
ARLINGTON, VA
Phone
(703) 351-2000
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUSTEE #1 | — | ARLINGTON, VA | TRUSTEE | $5K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SERVICES MANAGEMENT CORPORATION | 52-1200541 | — | SUBSIDIARY OF NTCA | $3.6M | — |
| TELCOM INSURANCE GROUP | 52-1632917 | — | NONE | $1.4M | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $1.3M | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE | $363K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $278K | — |
| WILSHIRE | 95-2755361 | — | NONE | $143K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $47K | — |
| CLARK'S PRINTING SERVICE | 56-1463810 | — | NONE | $33K | — |
| INSTITUTIONAL INVESTMENT CONSULTING | 81-0635433 | — | NONE | $20K | — |
| BANK OF AMERICA | 56-0906609 | — | NONE | $8K | — |
Investments
1 pooled fund· $2.4B(94% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| R&S AND SAV PLAN OF NTCA MASTER TST NATIONAL TEL. COOP. ASSOCIATION · EIN 13-6044006 / PN 006 | Master Trust | $2.4B | 93.6% |