National Association of Government Employees and O Retirement Plan

Corporate pension· Quincy, Massachusetts

Corporate pension, based in Quincy, Massachusetts, reporting $23.3M in assets, for 266 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$23.3M
Funded ratio
95.4%
Fund commitments
1
Managers
1
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, LPL Financial appears on National Association of Government Employees and O Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
National Association of Government Employees and O Retirement Plan
Funds committed to
Managers

Relationship network

6 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Fund or vehicle
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$23.3M
Total assets, Dec 31, 2024 reported
Funded
95.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
2 managers on Schedule C
Plan sponsor: National Association of Government Employees

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Insurance company general account 49.1%
  • Other investments 2.2%
  • Pooled separate accounts 38.0%
  • Registered investment companies 5.1%
  • Common stock 5.2%

Consultants and advisers

2 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

What changed

4 events
  • Dec 31, 2024Manager relationship started
    LPL Financial appears on National Association of Government Employees and O Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with LPL Financialaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    National Association of Government Employees and O Retirement Plan total assets $21M -> $23M (+13.4%, 2023-12-31 to 2024-12-31)
  • Jan 1, 2024Assets changed
    National Association of Government Employees and O Retirement Plan plan assets $19M -> $21M (+10.5%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    National Association of Government Employees and O Retirement Plan total assets $19M -> $21M (+10.6%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Voya Retirement Ins & Annuityseparate accountVoya Retirement Ins & AnnuityPooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Voya Retirement Ins & Annuityseparate accountVoya Retirement Ins & AnnuityPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Voya Retirement Ins & Annuityseparate accountVoya Retirement Ins & AnnuityPooled vehicles$7.9M heldDisclosed holdingaskebsa.dol.gov

Size and funding

33 readings
Total assets
$23.3M Dec 31, 2024 reported Form 5500
$20.6M (2023-12) · $18.6M (2022-12)
Plan assets
$20.6M Jan 1, 2024 reported Form 5500
$18.6M (2023-01) · $19.6M (2022-01)
Net assets
$23.3M Dec 31, 2024 reported Form 5500
$20.6M (2023-12) · $18.6M (2022-12)
Funded ratio
95.4% Jan 1, 2024 reported Form 5500
97.0% (2023-01) · 98.4% (2022-01)
Funding target
$22.2M Jan 1, 2024 reported Form 5500
$20.8M (2023-01) · $19.6M (2022-01)
Discount rate
5.17% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.41% (2022-01)
Participants
266 Jan 1, 2024 reported Form 5500
253 (2023-01) · 258 (2022-01)
Contributions
$2.0M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.1M (2022-12)
Benefits paid
$841,194 Dec 31, 2024 reported Form 5500
$779,255 (2023-12) · $688,057 (2022-12)
Net investment income
$2.7M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · -$993,200 (2022-12)
Investment management fees
$14,114 Dec 31, 2024 reported Form 5500
$3,719 (2023-12) · $4,377 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024266$20.6M$22.2M95.4%$23.3MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023253$18.6M$20.8M97.0%$20.6MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022258$19.6M$19.6M98.4%$18.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+10 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 042209421-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Record history

4 dated events on the change ledger, latest event first
  • Manager relationship started
    2024-12-31source on record
  • Total assets changed
    2024-12-31source on record
  • Total assets changed
    2024-01-01source on record

+1 more change on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+6 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.