Original filing (PDF)20251014114652NAL0003831632001

THE BOARD OF TRUSTEES OF THE UNIFORMED FIREFIGHTERS ASSOCIATION

Name: THE BOARD OF TRUSTEES OF THE UNIFORMED FIREFIGHTERS ASSOCIATION — SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN, Form 5500 (2024)
Creator: THE BOARD OF TRUSTEES OF THE UNIFORMED FIREFIGHTERS ASSOCIATION

Form 5500

FILING_RECEIVED

SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

13 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BOARD OF TRUSTEES OF THE UNIFORMED FIREFIGHTERS ASSOCIATION.

Plan sponsor

Name

THE BOARD OF TRUSTEES OF THE UNIFORMED FIREFIGHTERS ASSOCIATION

EIN

13-5456100

Address

204 EAST 23RD STREET, 5TH FLOOR · NEW YORK, NY · 10010

Phone

(212) 683-4723

Industry

Other Services (ex. Public Admin)see 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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

13 pooled funds· $2.0M

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.

			% of plan
DRYDEN S&P 500 INDEX FUND ISP EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123	Pooled Separate Account	$821K	40.2%
LCG / JP MORGAN INVST MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141	Pooled Separate Account	$284K	13.9%
BALANCED I/WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084	Pooled Separate Account	$222K	10.9%
EMPOWER BALANCED FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 168	Pooled Separate Account	$198K	9.7%
EMPOWER GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 167	Pooled Separate Account	$143K	7.0%
EMPOWER CONSERVATIVE GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 169	Pooled Separate Account	$110K	5.4%
SA/T. ROWE PRICE EQUITY INCOME STGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 265	Pooled Separate Account	$86K	4.2%
EMPOWER INCOME & EQUITY FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 170	Pooled Separate Account	$65K	3.2%
EMPOWER AGGRESSIVE GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 166	Pooled Separate Account	$49K	2.4%
MCG/ARTISAN PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185	Pooled Separate Account	$48K	2.3%
CORE BD ENHANCED IDX/PGIM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036	Pooled Separate Account	$9K	0.4%
HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300	Pooled Separate Account	$4K	0.2%
SA/INVESCO SMALL CAP GROWTH STGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293	Pooled Separate Account	$2K	0.1%

1–13 of 13

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