National Fire Protection Association Employees' Retirement Plan
Corporate pension, based in Quincy, Massachusetts, reporting $106M in assets, for 520 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Nepc, LLC appears on National Fire Protection Association Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more managers and 12 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Axiom Emerging Mkts Equity Fund3 commitments
- Nhit Credit Asset Trust3 commitments
- Earnest Partners Smid Cap Core Fund3 commitments
- Axiom International Investors3 commitments
- Loomis Sayles Trust Company3 commitments
- Earnest Partners3 commitments
Relationship network
23 connected entities15 observed commitments10 repeat counterparties9 dated commitments shown here, 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 18.2%
- Other investments 1.7%
- Common/collective trusts 59.3%
- Registered investment companies 20.6%
Consultants and advisers
- 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
Manager roster
- Axiom International Investors3 rows, latest Dec 31, 2024
- Loomis Sayles Trust Company3 rows, latest Dec 31, 2024
- Earnest Partners3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Segall Bryant & Hamill LLCplan years
- Earnest Partnersplan years
- Wellington Trust Company, Naplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- 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)
Commitments
| 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 | Nhit Credit Asset Trustcollective trust | Loomis Sayles Trust Company | Private credit | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 520 | $108M | $104M | 103.1% | $106M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 521 | $103M | $103M | 102.0% | $108M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 572 | $141M | $103M | 114.5% | $103M | Not disclosed | Not disclosed | Not disclosed |
- 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
+34 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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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
+9 connections on the graph
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