National Federation of Independent Business Retirement Plan
Corporate pension, based in Nashville, Tennessee, for 638 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, USI Consulting Group Inc. appears on National Federation of Independent Business Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser, 2 more managers, 3 more commitments and 8 more dated events
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- Coltv Short Term Invt Fund2 commitments
- Acadian Global Managed Volatility E1 commitment
- NT Collective S&p 500 Index Nl1 commitment
- Northern Trust Investments, Incorporated2 commitments
- Acadian Asset Management1 commitment
- Northern Trust Investments, Inc.1 commitment
Relationship network
26 connected entities6 observed commitments3 repeat counterpartiescommitments 2022 to 2023
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
- Other investments 3.3%
- Partnership/joint venture interests 83.3%
- Common/collective trusts 11.2%
- Registered investment companies 1.9%
- Common stock 0.1%
- Preferred stock 0.0%
Consultants and advisers
- Milliman, Inc. Pension consultantthrough Sep 30, 2024 Form 5500
- Marquette Associates Inc. General consultantthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Northern Trust Investments, Incorporated2 rows, latest Dec 31, 2023
- Acadian Asset Management1 row, latest Dec 31, 2022
- Northern Trust Investments, Inc.1 row, latest Dec 31, 2022
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Incorporatedplan years
- Invesco Trust Companyplan years
- Parametric Defensive Equityplan years
+3 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, 2024Consultant changedinferenceUSI Consulting Group Inc. appears on National Federation of Independent Business Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAcadian Asset Management Hq no longer appears on National Federation of Independent Business Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Acadian Asset Management Headquarteaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMilliman USA appears on National Federation of Independent Business Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceKayne Anderson Rudnick no longer appears on National Federation of Independent Business Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Kayne Anderson Rudnick Investmentaskebsa.dol.gov
- Sep 30, 2024Assets changedNational Federation of Independent Business Retirement Plan total assets $34M -> $0 (-100.0%, 2023-12-31 to 2024-09-30)
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Coltv Short Term Invt Fundcollective trust | Northern Trust Investments, Incorporated | Cash | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Acadian Global Managed Volatility E103 12 ie | Acadian Asset Management | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective S&p 500 Index Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov |
+3 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 Sep 30, 2024 | 638 | Not disclosed | Not disclosed | n/a | $0 | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,281 | $76.0M | $80.5M | 101.8% | $33.8M | $28.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,305 | $94.2M | $80.0M | 108.6% | $76.0M | $50.2M | Not disclosed | Not disclosed |
- Milliman USA codes 15 17 38 50 $105,879 PY2024
- Marquette Associates Inc. codes 16 50 $47,000 PY2024
- Northern Trust Company codes 19 21 25 31 50 $25,194 PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: assets.
National Federation of Independent Business Retirement Plan sits on 11 traced paths of capital across the graphs.
DFX traced 11 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+10 more changes 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
+11 connections on the graph
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