DFX Intelligence

2 more managers and 12 more commitments

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National Fire Protection Association Employees' Retirement Plan

Corporate pension· Quincy, Massachusetts

Corporate pension, based in Quincy, Massachusetts, reporting $106M in assets, for 520 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $106M
Funded ratio: 103.1%
Fund commitments: 5
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (5)Allocation policy Managers

As of 2024-12-31 · 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, Nepc, LLC appears on National Fire Protection Association Employees' 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 Fire Protection Association Employees' Retirement Plan

Funds committed to

Axiom Emerging Mkts Equity Fund3 commitments
Nhit Credit Asset Trust3 commitments
Earnest Partners Smid Cap Core Fund3 commitments

All 5

Managers

Axiom International Investors3 commitments
Loomis Sayles Trust Company3 commitments
Earnest Partners3 commitments

All 5

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$106M

Total assets, Dec 31, 2024 reported

Funded

103.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

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

5 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
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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From Schedule C (investment management, code 28)

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.

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What changed

4 events

Dec 31, 2024Manager relationship started
Nepc, 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 endedinference
Nepc, 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 changed
National Fire Protection Association Employees' Retirement Plan funded ratio 114.5% -> 102.0% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
National Fire Protection Association Employees' Retirement Plan plan assets $141M -> $103M (-27.1%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

15 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$106M Dec 31, 2024 reported Form 5500

$108M (2023-12) · $103M (2022-12)

Plan assets

$108M Jan 1, 2024 reported Form 5500

$103M (2023-01) · $141M (2022-01)

Net assets

$106M Dec 31, 2024 reported Form 5500

$108M (2023-12) · $102M (2022-12)

Funded ratio

103.1% Jan 1, 2024 reported Form 5500

102.0% (2023-01) · 114.5% (2022-01)

Funding target

$104M Jan 1, 2024 reported Form 5500

$103M (2023-01) · $103M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.25% (2023-01) · 5.43% (2022-01)

Participants

520 Jan 1, 2024 reported Form 5500

521 (2023-01) · 572 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $2.8M (2022-12)

Benefits paid

$6.6M Dec 31, 2024 reported Form 5500

$6.4M (2023-12) · $10.5M (2022-12)

Net investment income

-$1.4M Dec 31, 2024 reported Form 5500

$5.4M (2023-12) · -$38.5M (2022-12)

Investment management fees

$221,019 Dec 31, 2024 reported Form 5500

$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	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

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

+34 more service providers

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

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Provenance

Identifiers: EIN-PN 041653090-001

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 first

Funded status changed
2023-01-01source
Manager relationship ended
2023-12-31source
Manager relationship started
2024-12-31source

+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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