Original filing (PDF)20251009073738NAL0003401603003

Joint Board of Trustees of National Automatic Sprinkler Industry Welfa

Name: Joint Board of Trustees of National Automatic Sprinkler Industry Welfa — Form 5500 Plan 002 (2024)
Creator: Joint Board of Trustees of National Automatic Sprinkler Industry Welfa
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

National Automatic Sprinkler Industry Fund Office Employees Pension Plan

Defined-benefit pension plan · Joint Board of Trustees of National Automatic Sprinkler Industry Welfa's National Automatic Sprinkler Industry Fund Office Employees Pension Plan held $32.9M in plan assets for 69 participants in 2024.

Signals · 1

52% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$32.9M

Net assets (EOY)

$32.9M

Plan identifiers

Joint Board of Trustees of National Automatic Sprinkler Industry Welfa's EIN is 53-0215881.

EIN 53-0215881

Plan number 002

Plan year 2024

ACK ID 20251009073738NAL0003401603003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joint Board of Trustees of National Automatic Sprinkler Industry Welfa from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joint Board of Trustees of National Automatic Sprinkler Industry Welfa's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOINT BOARD OF TRUSTEES OF NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFA.

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How this plan invests

This plan

2 pooled trusts

Schedule D

88 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

JOINT BOARD OF TRUSTEES OF NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFA

EIN

all filings

Address

8000 CORPORATE DRIVE · LANDOVER, MD · 207852239

Phone

(301) 577-1700

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

JT. BD. OF TRUSTEES, NAT'L AUTO. SP

EIN

53-0215881

City

LANDOVER, MD

Phone

(301) 577-1700

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ULLICO INVESTMENT ADVISORS, INC.	52-6435649	SILVER SPRING, MD	NONE	$33K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CALIBRE CPA GROUP, PLLC.	47-0900880	—	NONE	$28K	—

Investments

88 direct securities · 2 pooled funds· $28.5M(87% 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

$15.0M

1 holding

Other securities

$7.0M

5 holdings

Guaranteed Income / GIC

$3.0M

1 holding

103-12 Investment Entity

$2.2M

1 holding

Common Stocks

$1.4M

82 holdings

					% of plan
JPMCB GLOBAL ALLOCATION FUND JPMORGAN CHASE BANK, N.A. · EIN 82-3618774 / PN 001	Common Collective Trust	—	$10.7M	$15.0M	45.5%
Corbin ERISA Opportunity Fund, LP N/A	Other securities	—	$3.1M	$3.5M	10.8%
NB Crossroads Fund 23 Plan, LP N/A	Other securities	—	$2.6M	$3.4M	10.3%
N/A Aetna GIC N/A 4.31%	Guaranteed Income / GIC	—	$3.0M	$3.0M	9.1%
ULLICO INFRASTRUCTURE TAX-EXEMPT FD ULLICO INVESTMENT ADVISORS · EIN 90-0622302 / PN 001	103-12 Investment Entity	—	$2.0M	$2.2M	6.7%
N/A Guidewire Software Inc EQUITY N/A	Common Stocks	—	$41K	$37K	0.1%
N/A Descartes Sys Group Inc EQUITY N/A	Common Stocks	—	$34K	$36K	0.1%
N/A Trimble Nav Ltd EQUITY N/A	Common Stocks	—	$30K	$32K	<0.1%
N/A Summit Matls Inc Cl A EQUITY N/A	Common Stocks	—	$22K	$28K	<0.1%
N/A Itt Inc EQUITY N/A	Common Stocks	—	$29K	$28K	<0.1%
N/A Crane Co. Common Stock EQUITY N/A	Common Stocks	—	$29K	$27K	<0.1%
N/A Bio-Techne Corp EQUITY N/A	Common Stocks	—	$27K	$27K	<0.1%
N/A Matador Res Co EQUITY N/A	Common Stocks	—	$24K	$26K	<0.1%
N/A Silgan Holdings Inc EQUITY N/A	Common Stocks	—	$25K	$26K	<0.1%
N/A Texas Roadhouse Inc Class A EQUITY N/A	Common Stocks	—	$25K	$25K	<0.1%
N/A South St Corp EQUITY N/A	Common Stocks	—	$25K	$25K	<0.1%
N/A Enpro Industries Inc EQUITY N/A	Common Stocks	—	$22K	$24K	<0.1%
N/A Globus Med Inc EQUITY N/A	Common Stocks	—	$21K	$24K	<0.1%
N/A Element Solutions Inc Platform EQUITY N/A	Common Stocks	—	$24K	$24K	<0.1%
N/A Valmont Inds Inc EQUITY N/A	Common Stocks	—	$23K	$23K	<0.1%
N/A Clean Harbors Inc EQUITY N/A	Common Stocks	—	$26K	$23K	<0.1%
N/A Ensign Group Inc EQUITY N/A	Common Stocks	—	$26K	$23K	<0.1%
N/A Waters Corp EQUITY N/A	Common Stocks	—	$21K	$23K	<0.1%
N/A Morningstar Inc EQUITY N/A	Common Stocks	—	$23K	$23K	<0.1%
N/A Rbc Bearings Inc EQUITY N/A	Common Stocks	—	$22K	$22K	<0.1%
N/A Q2 Hldgs Inc EQUITY N/A	Common Stocks	—	$18K	$22K	<0.1%
N/A Caseys General Stores EQUITY N/A	Other securities	—	$21K	$22K	<0.1%
N/A C H Robinson Worldwide Inc EQUITY N/A	Common Stocks	—	$23K	$22K	<0.1%
N/A Gildan Activewear Inc Cl A Sub EQUITY N/A	Common Stocks	—	$21K	$21K	<0.1%
N/A Insulet Corp EQUITY N/A	Common Stocks	—	$19K	$21K	<0.1%
N/A Globant Sa EQUITY N/A	Common Stocks	—	$20K	$20K	<0.1%
N/A Kbr Inc EQUITY N/A	Common Stocks	—	$24K	$20K	<0.1%
N/A Rush Enterprises Inc Cl A EQUITY N/A	Common Stocks	—	$20K	$20K	<0.1%
N/A Hancock Hldg Co EQUITY N/A	Common Stocks	—	$19K	$20K	<0.1%
N/A Churchill Downs Inc Com EQUITY N/A	Common Stocks	—	$21K	$20K	<0.1%
N/A Ameris Bancorp EQUITY N/A	Common Stocks	—	$20K	$19K	<0.1%
N/A Waste Connections Inc EQUITY N/A	Common Stocks	—	$20K	$19K	<0.1%
N/A Glacier Bancorp Inc New Com EQUITY N/A	Common Stocks	—	$18K	$19K	<0.1%
N/A Repligen Corp EQUITY N/A	Common Stocks	—	$19K	$19K	<0.1%
N/A Advanced Energy Inds Inc EQUITY N/A	Common Stocks	—	$17K	$18K	<0.1%
N/A Emcor Group Inc EQUITY N/A	Common Stocks	—	$18K	$18K	<0.1%
N/A Seacoast Banking Corp Florida EQUITY N/A	Common Stocks	—	$17K	$17K	<0.1%
N/A Casella Waste Sys Inc Cl A EQUITY N/A	Common Stocks	—	$17K	$17K	<0.1%
N/A Ccc Intelligent Solutions Holdin EQUITY N/A	Other securities	—	$16K	$17K	<0.1%
N/A Crane Nxt Co. EQUITY N/A	Common Stocks	—	$16K	$16K	<0.1%
N/A Rev Group Inc EQUITY N/A	Common Stocks	—	$15K	$16K	<0.1%
N/A Stag Indl Inc Com EQUITY N/A	Common Stocks	—	$18K	$16K	<0.1%
N/A Eagle Materials Inc EQUITY N/A	Common Stocks	—	$19K	$16K	<0.1%
N/A First Industrial Realty Trust EQUITY N/A	Other securities	—	$18K	$16K	<0.1%
N/A Caci Intl Inc Cl A EQUITY N/A	Common Stocks	—	$21K	$16K	<0.1%