National Association of Government Employees and O Retirement Plan
Corporate pension, based in Quincy, Massachusetts, reporting $23.3M in assets, for 266 participants.
Composed from this allocator's classification, location and filed figures.
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- Voya Retirement Ins & Annuity3 commitments
- Voya Retirement Ins & Annuity3 commitments
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.
- 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 pensionShowHide
Allocation policy
- 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
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 2022 Form 5500
- LPL Financial Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Voya Retirement Ins & Annuity3 rows, latest Dec 31, 2024
- Voya Retirement Ins & Annuityplan years 2022
- LPL Financialplan years 2024
What changed
- Dec 31, 2024Manager relationship startedLPL 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 changedNational Association of Government Employees and O Retirement Plan total assets $21M -> $23M (+13.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedNational Association of Government Employees and O Retirement Plan plan assets $19M -> $21M (+10.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedNational Association of Government Employees and O Retirement Plan total assets $19M -> $21M (+10.6%, 2022-12-31 to 2023-12-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Voya Retirement Ins & Annuityseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Voya Retirement Ins & Annuityseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Voya Retirement Ins & Annuityseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 266 | $20.6M | $22.2M | 95.4% | $23.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 253 | $18.6M | $20.8M | 97.0% | $20.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 258 | $19.6M | $19.6M | 98.4% | $18.6M | Not disclosed | Not disclosed | Not disclosed |
- LPL Financial codes 28 51 $14,114 PY2024
- Voya Retirement Ins & Annuity codes 28 52 $4,300 PY2024
- Angell Pension Group codes 11 49 PY2024
+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
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Total assets changed2024-12-31source on record
- Total assets changed2024-01-01source 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.