Named Fiduciaries of the Pension Plan for Insurance Organizations retirement plan: assets, participants and fees
What Named Fiduciaries of the Pension Plan for Insurance Organizations' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 31 pension plans in finance and insurance with 5,000 to 9,999 participants.
| Named Fiduciaries of the Pension Plan for Insurance Organizations: employer contribution per participant | $2,450 | |
| Peer median | $3,209 |
| Named Fiduciaries of the Pension Plan for Insurance Organizations: average balance | $141,470 | |
| Peer median | $94,178 |
| Named Fiduciaries of the Pension Plan for Insurance Organizations: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.1B at the end of plan year 2023 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,840 | $1.1B | $19.2M | $2,450 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 7,910 | $1.1B | $24.2M | $3,061 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Named Fiduciaries of the Pension Plan for Insurance Organizations match 401(k) contributions?
The match terms for the The Pension Plan for Insurance Organizations have not been published from its filing yet. The plan year 2024 filing reports $19.2M in employer contributions, about $2,450 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Named Fiduciaries of the Pension Plan for Insurance Organizations 401(k) match vested?
The vesting schedule for the The Pension Plan for Insurance Organizations is not in the data published so far. Your Summary Plan Description states it.
Who manages the Named Fiduciaries of the Pension Plan for Insurance Organizations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Regina C Reardon.
I left Named Fiduciaries of the Pension Plan for Insurance Organizations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Regina C Reardon, (610) 941-6969) or the recordkeeper, Principal Life Insurance Company. The Named Fiduciaries of the Pension Plan for Insurance Organizations old 401(k) page lists the contacts from every plan filing. Find an old Named Fiduciaries of the Pension Plan for Insurance Organizations 401(k)
Data from the public Form 5500 annual reports Named Fiduciaries of the Pension Plan for Insurance Organizations filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Named Fiduciaries of the Pension Plan for Insurance Organizations. Not financial advice. Report a correction · Methodology