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Original filing (PDF)20251015084321NAL0004097313001
NATIONAL ASSOCIATION OF GOVERNMENT EMPLOYEES
Form 5500
FILING_RECEIVED
NATIONAL ASSOCIATION OF GOVERNMENT EMPLOYEES AND O RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
85
Accounts w/ balance
—
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: VOYA RETIREMENT INS & ANNUITY (no filing on disk)]" is 100% of plan.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL ASSOCIATION OF GOVERNMENT EMPLOYEES.
Plan sponsor
Name
NATIONAL ASSOCIATION OF GOVERNMENT EMPLOYEES
EIN
04-2209421
Address
159 THOMAS BURGIN PKWY · QUINCY, MA · 021694213
Phone
(617) 376-0220
Industry
Public Administrationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MANZI AND ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | 95-2834236 | EAST PROVIDENCE, RI | TPA | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | BELMONT, MA | NONE | $14K | — |
| VOYA RETIREMENT INS & ANNUITY | 71-0294708 | — | NONE | $4K | — |
Investments
1 pooled fund· $8.9M(38% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $8.9M | 38.0% |