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Original filing (PDF)20250411123401NAL0023222497001
BOARD OF TRUSTEES, NALC ANNUITY TRUST FUND
Form 5500
FILING_RECEIVED
NALC ANNUITY TRUST FUND
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
565
Accounts w/ balance
—
Plan assets (EOY)
$358.8M
Net assets (EOY)
$358.8M
How this plan invests
This plan
6 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 (directional)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, NALC ANNUITY TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, NALC ANNUITY TRUST FUND
EIN
52-6038252
Address
20547 WAVERLY CT. · ASHBURN, VA · 20149
Phone
(703) 729-8114
Industry
Finance & Insurancesee all
Plan administrator
Name
BRIAN RENFROE, PRESIDENT NATL.
EIN
53-0114650
City
WASHINGTON, DC
Phone
(202) 393-4695
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 pooled funds· $51.3M(14% 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.
Common Collective Trust
$46.1M
5 holdings
103-12 Investment Entity
$5.3M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STRATEGIC INC OPPORTUNITIES BOND FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3763741 / PN 001 | Common Collective Trust | $12.4M | 3.4% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $11.1M | 3.1% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $8.0M | 2.2% |
| CRESCENT CAPITAL TRUST II LEVERED GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 005 | Common Collective Trust | $7.3M | 2.0% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $7.3M | 2.0% |
| OAKTREE MIDDLE-MARKET DIRECT LENDIN OAKTREE CAPITAL MANAGEMENT, L.P. · EIN 82-4931180 / PN 001 | 103-12 Investment Entity | $5.3M | 1.5% |