2023 Form 5500 filing — National Automatic Sprinkler Industry Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241013084135NAL0012355555001) for National Automatic Sprinkler Industry Pension Fund, reported by National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee under EIN 52-6054620 and plan number 001. It reports 31,463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013084135NAL0012355555001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee
- EIN
- 52-6054620
- Plan number
- 001
- Location
- Landover, MD
- Participants
- 31,463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,493,297,428
- Total liabilities (EOY)
- $18,618,604
- Net assets (EOY)
- $4,474,678,824
- Employer contributions
- $210,383,330
- Total income / additions
- $523,881,394
- Benefits paid
- $282,433,837
- Administrative expenses
- $26,876,944
- Total expenses
- $309,310,781
- Net increase / (decrease)
- $214,570,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J.P. Morgan Investment Management | NONE | $19,993,483 | $0 |
| Asb Capital Management LLC | NONE | $418,037 | not reported in the loaded dataset |
| Comerica | NONE | $324,075 | $0 |
| The Segal Company, Inc | NONE | $289,385 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $279,841 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $230,726 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $200,000 | not reported in the loaded dataset |
| Basys, Inc. | NONE | $176,346 | $0 |
| Congress Asset Mgmt. Co. | NONE | $125,668 | not reported in the loaded dataset |
| John Eger | EMPLOYEE | $124,144 | not reported in the loaded dataset |
| Change Healthcare Operations | NONE | $103,116 | not reported in the loaded dataset |
| John Pedron | EMPLOYEE | $74,385 | not reported in the loaded dataset |
| Robert Kaufman | EMPLOYEE | $71,868 | not reported in the loaded dataset |
| Anna Bosmans | EMPLOYEE | $67,761 | not reported in the loaded dataset |
| Teisha Price | EMPLOYEE | $63,836 | not reported in the loaded dataset |
| Takia Sims | EMPLOYEE | $55,468 | not reported in the loaded dataset |
| Kelly Bowden | EMPLOYEE | $55,310 | not reported in the loaded dataset |
| Bfi Printing And Mailing | NONE | $50,761 | not reported in the loaded dataset |
| Nixon Peabody, Llp | NONE | $49,568 | not reported in the loaded dataset |
| Jamie Winegardner | EMPLOYEE | $46,631 | not reported in the loaded dataset |
| Avison Young | BUILDING MANAGER | $41,520 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $40,521 |
| Neil White | EMPLOYEE | $31,972 | not reported in the loaded dataset |
| Nathaniel Davis | EMPLOYEE | $25,735 | not reported in the loaded dataset |
| Ntiva, Inc | NONE | $19,994 | not reported in the loaded dataset |
| Iron Mountain | NONE | $17,928 | not reported in the loaded dataset |
| Navia Benefit Solutions | NONE | $17,500 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $10,090 | not reported in the loaded dataset |
| Entrust Partners Offshore Lp-Sof | NONE | $7,796 | not reported in the loaded dataset |
| Gesd Investors Ii, Lp | NONE | $0 | $0 |
| Towerbrook Investors Iii Lp | NONE | $0 | $0 |
| Building For America Fund Iii | NONE | $0 | $0 |