National Automatic Sprinkler Industry Pension Fund — Form 5500 plan (National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee)
Plain-English plan 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, National Automatic Sprinkler Industry Pension Fund is a benefit plan reported by National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee under EIN 52-6054620 and plan number 001. The latest loaded filing year is 2023. The filing reports 31,463 participants and $4,493,297,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee
- EIN
- 52-6054620
- Plan number
- 001
- Plan type
- 1
- Location
- Landover, MD
- Latest filing year
- 2023
- Participants
- 31,463
- End-of-year plan assets
- $4,493,297,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31,463 | H, C | 20241013084135NAL0012355555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,493,297,428
- Total liabilities (EOY)
- $18,618,604
- Net assets (EOY)
- $4,474,678,824
- Net assets (BOY)
- $4,260,108,211
Income & contributions
- Employer contributions
- $210,383,330
- Total contributions
- $210,383,330
- Total income / additions
- $523,881,394
Expenses & distributions
- Benefits paid
- $282,433,837
- Administrative expenses
- $26,876,944
- Total expenses
- $309,310,781
- Net increase / (decrease)
- $214,570,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| J.P. Morgan Investment Management | NONE | $19,993,483 | $0 | 2023 |
| Asb Capital Management LLC | NONE | $418,037 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $324,075 | $0 | 2023 |
| The Segal Company, Inc | NONE | $289,385 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $279,841 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $230,726 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $200,000 | not reported in the loaded dataset | 2023 |
| Basys, Inc. | NONE | $176,346 | $0 | 2023 |
| Congress Asset Mgmt. Co. | NONE | $125,668 | not reported in the loaded dataset | 2023 |
| John Eger | EMPLOYEE | $124,144 | not reported in the loaded dataset | 2023 |
| Change Healthcare Operations | NONE | $103,116 | not reported in the loaded dataset | 2023 |
| John Pedron | EMPLOYEE | $74,385 | not reported in the loaded dataset | 2023 |
| Robert Kaufman | EMPLOYEE | $71,868 | not reported in the loaded dataset | 2023 |
| Anna Bosmans | EMPLOYEE | $67,761 | not reported in the loaded dataset | 2023 |
| Teisha Price | EMPLOYEE | $63,836 | not reported in the loaded dataset | 2023 |
| Takia Sims | EMPLOYEE | $55,468 | not reported in the loaded dataset | 2023 |
| Kelly Bowden | EMPLOYEE | $55,310 | not reported in the loaded dataset | 2023 |
| Bfi Printing And Mailing | NONE | $50,761 | not reported in the loaded dataset | 2023 |
| Nixon Peabody, Llp | NONE | $49,568 | not reported in the loaded dataset | 2023 |
| Jamie Winegardner | EMPLOYEE | $46,631 | not reported in the loaded dataset | 2023 |
| Avison Young | BUILDING MANAGER | $41,520 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $40,521 | 2023 |
| Neil White | EMPLOYEE | $31,972 | not reported in the loaded dataset | 2023 |
| Nathaniel Davis | EMPLOYEE | $25,735 | not reported in the loaded dataset | 2023 |
| Ntiva, Inc | NONE | $19,994 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $17,928 | not reported in the loaded dataset | 2023 |
| Navia Benefit Solutions | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $10,090 | not reported in the loaded dataset | 2023 |
| Entrust Partners Offshore Lp-Sof | NONE | $7,796 | not reported in the loaded dataset | 2023 |
| Gesd Investors Ii, Lp | NONE | $0 | $0 | 2023 |
| Towerbrook Investors Iii Lp | NONE | $0 | $0 | 2023 |
| Building For America Fund Iii | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Landover, MD
- J.P. Morgan Investment Management — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Comerica — Schedule C compensation
- The Segal Company, Inc — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Basys, Inc. — Schedule C compensation
- Congress Asset Mgmt. Co. — Schedule C compensation
- John Eger — Schedule C compensation
- Change Healthcare Operations — Schedule C compensation
- John Pedron — Schedule C compensation
- Robert Kaufman — Schedule C compensation
- Anna Bosmans — Schedule C compensation
- Teisha Price — Schedule C compensation
- Takia Sims — Schedule C compensation
- Kelly Bowden — Schedule C compensation
- Bfi Printing And Mailing — Schedule C compensation
- Nixon Peabody, Llp — Schedule C compensation
- Jamie Winegardner — Schedule C compensation
- Avison Young — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Neil White — Schedule C compensation
- Nathaniel Davis — Schedule C compensation
- Ntiva, Inc — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Navia Benefit Solutions — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Entrust Partners Offshore Lp-Sof — Schedule C compensation
- Gesd Investors Ii, Lp — Schedule C compensation
- Towerbrook Investors Iii Lp — Schedule C compensation
- Building For America Fund Iii — Schedule C compensation