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Original filing (PDF)20250411101622NAL0014041267001
INTERNATIONAL ASSOCIATION OF FIREFIGHTERS
Form 5500
FILING_RECEIVED
INTERNATIONAL ASSOCIATION OF FIREFIGHTERS STAFF REPRESENTATIVES PENSION PLAN
Defined-benefit pension plan
Signals · 1
7 service providers
Active participants
64
Accounts w/ balance
—
Plan assets (EOY)
$102.0M
Net assets (EOY)
$102.0M
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)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 126% above peer band of 10 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL ASSOCIATION OF FIREFIGHTERS.
Plan sponsor
Name
INTERNATIONAL ASSOCIATION OF FIREFIGHTERS
EIN
53-0088290
Address
1750 NEW YORK AVE NW · WASHINGTON, DC · 200065301
Phone
(202) 737-8484
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | — | NONE | $98K | — |
| GREAT LAKES ADVISORS | 36-3153396 | — | NONE | $63K | — |
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $20K | — |
| AMALGAMATED BANK | 13-3566126 | — | NONE | $14K | — |
| UNION LABOR LIFE INSURANCE COMPANY | 52-1579726 | — | NONE | $13K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 11-2814158 | — | NONE | $13K | — |
| LAZARD ASSET MANAGEMENT | 98-0437848 | — | NONE | $10K | — |
Investments
6 pooled funds· $46.3M(45% 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
$41.1M
5 holdings
103-12 Investment Entity
$5.3M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW LARGECAP 1000 GROWTH INDE AMALGAMATED BANK · EIN 42-2032992 / PN 019 | Common Collective Trust | $12.1M | 11.9% |
| LONGVIEW LARGECAP 1000 VALUE INDEX AMALGAMATED BANK · EIN 46-2026448 / PN 018 | Common Collective Trust | $10.6M | 10.4% |
| LAZARD/WILMINGTON INTERNATIONAL EQU WILMINGTON TRUST, NATIONAL ASSOCIATION · EIN 46-3944954 / PN 187 | Common Collective Trust | $7.8M | 7.6% |
| COMMINGLED PENSION TRUST FUND JP MORGAN CHASE BANK, N.A. · EIN 13-7120490 / PN 001 | Common Collective Trust | $7.4M | 7.2% |
| GOLDENTREE MULTI-SECTOR FUND OFFSHO GOLDENTREE ASSET MANAGEMENT · EIN 98-1018819 / PN 002 | 103-12 Investment Entity | $5.3M | 5.2% |
| ULLICO INFRASTRUCTURE TAX-EXEMPT ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | Common Collective Trust | $3.2M | 3.1% |