DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
National Fire Protection Association Employees' Retirement Plan
Corporate pensionQuincy, MA
Assets
$106M
Total assets, Dec 31, 2024 reported
Funded
103.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: National Fire Protection Association
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 18.2%
- Other investments 1.7%
- Common/collective trusts 59.3%
- Registered investment companies 20.6%
Consultants and advisers
3 firms
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Axiom International Investors3 rows, latest Dec 31, 2024
- Loomis Sayles Trust Company3 rows, latest Dec 31, 2024
- Wellington Fd3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Wellington Fdplan years 2022
- Nepc, LLCplan years 2022
- Loomis Sayles Trust Companyplan years 2022
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Axiom Emerging Mkts Equity Fundcollective trust | Axiom International Investors | Public equity | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Earnest Partners Smid Cap Core Fundcollective trust | SEI Trust Company | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nhit Credit Asset Trustcollective trust | Loomis Sayles Trust Company | Private credit | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Segall Bryant & Hamill Intl Sm Capcollective trust | SEI Trust Company | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wellington Ctf Intermediate Bondcollective trust | Wellington Fd | Fixed income | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Earnest Partners Smid Cap Core Fundcollective trust | SEI Trust Company | Pooled vehicles | $8.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Nhit Credit Asset Trustcollective trust | Loomis Sayles Trust Company | Private credit | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Segall Bryant & Hamill Intl Sm Capcollective trust | SEI Trust Company | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wellington Ctf Intermediate Bondcollective trust | Wellington Fd | Fixed income | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Axiom Emerging Mkts Equity Fundcollective trust | Axiom International Investors | Public equity | $6.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Segall Bryant & Hamill Intl Sm Capcollective trust | SEI Trust Company | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Axiom Emerging Mkts Equity Fundcollective trust | Axiom International Investors | Public equity | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Earnest Partners Smid Cap Core Fundcollective trust | SEI Trust Company | Pooled vehicles | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Nhit Credit Asset Trustcollective trust | Loomis Sayles Trust Company | Private credit | $6.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wellington Ctf Intermediate Bondcollective trust | Wellington Fd | Fixed income | $6.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$147,648 (2023-12) · $162,112 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 520 | $108M | $104M | 103.1% | $106M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 521 | $103M | $103M | 102.0% | $108M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 572 | $141M | $103M | 114.5% | $103M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wellington Trust codes 28 $128,759 PY2024
- Principal Trust Company codes 15 19 21 38 50 62 $102,401 PY2024
- Nepc, LLC codes 28 $60,957 PY2024
- USI Consulting Group codes 11 50 $27,500 PY2024
- Loomis Sayles codes 10 28 $26,642 PY2024
- Nhit Credit Asset Trust Sched. D C $7.4M PY2024
- Axiom Emerging Mkts Equity Fund Sched. D C $7.4M PY2024
- Earnest Partners International Irt Sched. D C $8.6M PY2024
- Segall, Bryant & Hammill Cit Sched. D C $4.3M PY2024
- Wellington Corporate Long Bond Sched. D C $30.1M PY2024
- Wellington Ctf Intermediate Bond Sched. D C $5.3M PY2024
- USI Consulting Group codes 11 PY2024
- Principal Trust Company codes 15 19 21 38 50 62 $116,968 PY2023
- Wellington Trust codes 28 $102,420 PY2023
- USI Consulting Group codes 11 50 $65,396 PY2023
- Loomis Sayles codes 10 28 $19,250 PY2023
- Nhit Credit Asset Trust Sched. D C $7.0M PY2023
- Earnest Partners International Irt Sched. D C $8.2M PY2023
- Segall, Bryant & Hammill Cit Sched. D C $4.0M PY2023
- Wellington Long Bond Strategy Sched. D C $48.6M PY2023
- Wellington Ctf Intermediate Bond Sched. D C $6.6M PY2023
- Axiom Emerging Mkts Equity Fund Sched. D C $6.4M PY2023
- USI Consulting Group codes 11 PY2023
- Wellington Trust codes 28 $101,956 PY2022
- Principal Trust Company codes 15 19 21 38 50 62 $89,597 PY2022
- Nepc, LLC codes 28 $54,629 PY2022
- Loomis Sayles codes 10 28 $50,225 PY2022
- USI Consulting Group codes 11 50 $31,263 PY2022
- Mayer Hoffman Mccann PC codes 10 $14,750 PY2022
- Wells Fargo Bank, N.A. codes 15 19 21 38 50 62 $10,689 PY2022
- Wellington Long Bond Strategy Sched. D C $45.2M PY2022
- Axiom Emerging Mkts Equity Fund Sched. D C $6.1M PY2022
- Earnest Partners International Irt Sched. D C $7.7M PY2022
- Wellington Ctf Intermediate Bond Sched. D C $6.0M PY2022
- Nhit Credit Asset Trust Sched. D C $6.4M PY2022
- Segall, Bryant & Hammill Cit Sched. D C $3.4M PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedNepc, LLC appears on National Fire Protection Association Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nepc, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNepc, LLC no longer appears on National Fire Protection Association Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nepc, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedNational Fire Protection Association Employees' Retirement Plan funded ratio 114.5% -> 102.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNational Fire Protection Association Employees' Retirement Plan plan assets $141M -> $103M (-27.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041653090-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.