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Original filing (PDF)20251014145700NAL0001542499001
NIPPON LIFE GROUP
Form 5500
FILING_RECEIVED
NIPPON LIFE GROUP MONEY PURCHASE PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
147
Accounts w/ balance
180
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
18 pooled trusts
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIPPON LIFE GROUP.
Plan sponsor
Name
NIPPON LIFE GROUP
EIN
04-2509896
Address
666 THIRD AVENUE, SUITE 2201 · NEW YORK, NY · 10017
Phone
(212) 909-0759
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
100
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JLK ROSENBERGER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
40 direct securities · 18 pooled funds· $32.7M(100% 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.
Uncategorized
$13.9M
40 holdings
Common Collective Trust
$9.7M
7 holdings
Pooled Separate Account
$9.0M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $2.8M | 11.1% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $2.7M | 10.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.7M | 10.7% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.1M | 8.2% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $1.9M | 7.6% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.8M | 7.1% | |
| Morley Stable Value Fund | — | — | $0 | $1.5M | 5.7% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $0 | $1.5M | 5.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $935K | 3.6% | |
| Guaranteed Interest | — | — | $0 | $935K | 3.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $0 | $824K | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $807K | 3.1% | |
| Principal SmallCap Sep Acct-Z | — | — | $0 | $807K | 3.1% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $745K | 2.9% | |
| Vanguard Emg Mk Stk Idx Adm Fd | — | — | $0 | $707K | 2.8% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $706K | 2.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $706K | 2.7% | |
| PGIM Total Ret Bond R6 Fd | — | — | $0 | $635K | 2.5% | |
| Vanguard Tgt Rmt 2070 Inv Fund | — | — | $0 | $597K | 2.3% | |
| Prin Diversified Intl SA-Z | — | — | $0 | $587K | 2.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $587K | 2.3% | |
| Putnam Large Cap Value R6 Fund | — | — | $0 | $572K | 2.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $572K | 2.2% | |
| Macquarie Emerging Markets R6 | — | — | $0 | $536K | 2.1% | |
| Prin Govt & HO Bond SA-Z | — | — | $0 | $409K | 1.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $409K | 1.6% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | $0 | $366K | 1.4% | |
| PIMCO RAE PLUS Instl Fun | — | — | $0 | $332K | 1.3% | |
| Vanguard Sm Cap Gr Idx Adm Fd | — | — | $0 | $332K | 1.3% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | $0 | $279K | 1.1% | |
| Fidelity 500 Index Fund | — | — | $0 | $270K | 1.1% | |
| Vanguard MidCap Val Idx Adm Fd | — | — | $0 | $268K | 1.0% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $212K | 0.8% | |
| Goldman Sachs LgCp Gr In R6 Fd | — | — | $0 | $212K | 0.8% | |
| PRIN LIFETIME HYB 2070 CIT U | — | — | $0 | $157K | 0.6% | |
| Vanguard RE Index Adm Fund | — | — | $0 | $145K | 0.6% | |
| Vanguard MidCp Grth Idx Adm Fd | — | — | $0 | $138K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $0 | $119K | 0.5% | |
| Vanguard Tgt Rmt 2065 Inv Fund | — | — | $0 | $114K | 0.4% | |
| Vanguard Int-Tm Bd Idx Adm Fd | — | — | $0 | $113K | 0.4% | |
| Fidelity Intmd Tr Bd Index Fd | — | — | $0 | $107K | 0.4% | |
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | $0 | $83K | 0.3% | |
| Fidelity International Idx Fd | — | — | $0 | $42K | 0.2% | |
| Vanguard Tgt Rmt 2035 Inv Fund | — | — | $0 | $30K | 0.1% | |
| Prin MidCap Sep Acct-Z | — | — | $0 | $26K | 0.1% | |
| Vanguard Tgt Rmt Inc Iny Fund | — | — | $0 | $20K | <0.1% | |
| Vanguard Tgt Rmt 2025 Inv Fund | — | — | $0 | $19K | <0.1% | |
| Vanguard ST Bd Index Admirl Fd | — | — | $0 | $17K | <0.1% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | $0 | $15K | <0.1% | |
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | $0 | $12K | <0.1% | |
| Vanguard Growth Index Adm Fund | — | — | $0 | $5K | <0.1% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | $0 | $4K | <0.1% | |
| Vanguard Sm Cap Index Adm Fund | — | — | $0 | $4K | <0.1% | |
| Vanguard Tgt Rmt 2060 Inv Fund | — | — | $0 | $4K | <0.1% | |
| Vanguard Tgt Rmt 2045 Inv Fund | — | — | $0 | $2K | <0.1% | |
| Vanguard Value Index Adm Fund | — | — | $0 | $439 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $399 | <0.1% | |
| Victory Sycamore Est Val R6 Fd | — | — | $0 | $0 | <0.1% |
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