Original filing (PDF)20250410233728NAL0042761650002

National Peace Officers and Fire Fighters Ben ASSN

Name: National Peace Officers and Fire Fighters Ben ASSN — Form 5500 Plan 501 (2023)
Creator: National Peace Officers and Fire Fighters Ben ASSN
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

National Peace Officers and Fire Fighters Benefit Assoc Long TERM Care Plan

Health & welfare plan · National Peace Officers and Fire Fighters Ben ASSN's National Peace Officers and Fire Fighters Benefit Assoc Long TERM Care Plan held $181.5M in plan assets for 12,103 participants in 2023.

Signals · 4

43% employer stock~168 bps in Sched C feesNo recordkeeper disclosed21 service providers

Active participants

12,103

Accounts w/ balance

—

Plan assets (EOY)

$181.5M

Net assets (EOY)

$173.3M

How this plan invests

This plan

401 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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 (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL PEACE OFFICERS AND FIRE FIGHTERS BEN ASSN.

Plan sponsor

Name

NATIONAL PEACE OFFICERS AND FIRE FIGHTERS BEN ASSN

EIN

92-6035811all filings

Address

255 SCOTTSVILLE BLVD · JACKSON, CA · 95642

Phone

(877) 582-0003

Industry

Finance & Insurance

Plan administrator

Name

CALIFORNIA PUBLIC SAFETY ADMINISTRATORS, INC.

EIN

47-2562237

City

JACKSON, CA

Phone

(877) 582-0003

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Welfare benefit codes

4L · Death benefits (include travel accident but not life insurance)

4Q · Other

Audit & trust (Schedule H)

Auditor

MOSS ADAMS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

21 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
DENNIS CAMPANALE	—	JACKSON, CA	TRUSTEE & CO-CFO	$31K	—
ERICK MATTSON	—	JACKSON, CA

Investments

401 direct securities· $171.5M(94% of reported assets)

Common Stocks

$70.8M

270 holdings

Mutual Funds

$48.7M

5 holdings

Other securities

$48.6M

122 holdings

Bonds / Notes

$2.9M

2 holdings

U.S. Treasuries

$335K

1 holding

Cash / Money Market

$242K

1 holding

					% of plan
PIMCO INCOME FUND INSTL CL 3,532,440 shares held	Mutual Funds	—	$40.1M	$37.0M	20.4%
POLEN GROWTH FUND INSTL CL 271,885 shares held	Other securities	—	$11.4M	$12.4M	6.9%
ISHARES CORE U.S. AGGREGATE BO 105,060 shares held	Other securities	—	$11.6M	$10.2M	5.6%
Exchange-traded funds INVESCO OPTIMUM YLD ETF 659,336 shares held	Mutual Funds	—	$10.3M	$9.3M	5.1%
Par $4,000,000	Other securities	—	$4.0M	$4.0M	2.2%
SHANNON RIVER Private equity fund, illiquid, ASP FUND CLASS IE-U no redemption prior to fund termination.	Other securities	—	$3.0M	$3.8M	2.1%
MICROSOFT CORP 7,134 shares held	Common Stocks	—	$1.8M	$3.2M	1.8%
WELLS FARGO BANK, N.A. Interest at 4.780%	Bonds / Notes	—	$2.7M	$2.7M	1.5%
RIVERSIDE CAPITAL Private equity fund, illiquid, APPRECIATION VII ASP FUND no redemption prior to fund termination.	Other securities	—	$1.3M	$2.5M	1.4%
BROADCOM INC 1,481 shares held	Common Stocks	—	$976K	$2.4M	1.3%
NVIDIA CORP 17,040 shares held	Common Stocks	—	$347K	$2.1M	1.2%
AMAZON COM INC 9,345 shares held	Common Stocks	—	$1.3M	$1.8M	1.0%
APPLE INC 7,956 shares held	Common Stocks	—	$1.3M	$1.7M	0.9%
VANGUARD FTSE EMG MKTS ETF 37,836 shares held	Mutual Funds	—	$1.7M	$1.7M	0.9%
ELI LILLY & CO 1,798 shares held	Common Stocks	—	$544K	$1.6M	0.9%
STRATEGIC PARTNERS VII Private equity fund, illiquid, ASP FUND CL I INITIAL no redemption prior to fund termination. -	Other securities	—	—	$1.4M	0.8%
ALPHABET INC NON VOTING CAP ST 4,227 shares held	Common Stocks	—	$915K	$1.3M	0.7%
META PLATFORMS INC CL A 2,341 shares held	Common Stocks	—	$645K	$1.2M	0.7%
ASML HOLDING NV NY REG SHS 2012 1,110 shares held	Common Stocks	—	$784K	$1.1M	0.6%
NOVO NORDISK A S ADR 7,914 shares held	Common Stocks	—	$538K	$1.1M	0.6%
Private equity funds APOLLO NATURAL Private equity fund, illiquid, RESOURCE II ASP FUND no redemption prior to fund termination.	Other securities	—	$502K	$1.0M	0.6%
MASTERCARD INC CL A 1,903 shares held	Common Stocks	—	$717K	$840K	0.5%
ASTRAZENECA PLC SPON ADR 10,153 shares held	Common Stocks	—	$673K	$792K	0.4%
VISA INC CL A 2,976 shares held	Common Stocks	—	$673K	$781K	0.4%
ALPHABET INC VOTING CAP STK CL A 7,153 shares held	Common Stocks	—	$510K	$770K	0.4%
JPMORGAN CHASE & CO 3,439 shares held	Common Stocks	—	$499K	$696K	0.4%
NETFLIX.COM INC 1,009 shares held	Common Stocks	—	$372K	$681K	0.4%
PHILIP MORRIS INTERNATIONAL INC 6,564 shares held	Common Stocks	—	$651K	$665K	0.4%
BERKLEY W R CORPORATION 7,570 shares held	Common Stocks	—	$466K	$595K	0.3%
TJX COS INC NEW 5,367 shares held	Common Stocks	—	$417K	$591K	0.3%
CONSTELLATION BRANDS INC CL A 2,287 shares held	Common Stocks	—	$596K	$588K	0.3%
FEDERATED HERMES GOVT OB FUN 581,805 shares held	Mutual Funds	—	$582K	$582K	0.3%
KEYSIGHT TECHS INC 4,173 shares held	Common Stocks	—	$610K	$571K	0.3%
UNITEDHEALTH GROUP INC 1,109 shares held	Common Stocks	—	$569K	$565K	0.3%
MARSH AND MC LENNAN COMPANIES 2,606 shares held	Other securities	—	$351K	$549K	0.3%
COLONY DISTRESSED Private equity fund, illiquid, CREDIT IV ACCESS ASP FUND no redemption prior to fund termination.	Other securities	—	$1.1M	$543K	0.3%
LOWES COMPANIES INC 2,441 shares held	Common Stocks	—	$528K	$538K	0.3%
HOME DEPOT INC 1,519 shares held	Common Stocks	—	$497K	$523K	0.3%
RTX CORP 4,829 shares held	Common Stocks	—	$426K	$485K	0.3%
MARKEL GROUP INC 302 shares held	Common Stocks	—	$406K	$476K	0.3%
CASEYS GENL STORES INC 1,224 shares held	Common Stocks	—	$311K	$467K	0.3%
ADVANCED MICRO DEVICES INC 2,857 shares held	Common Stocks	—	$294K	$463K	0.3%
CHEVRON CORPORATION 2,882 shares held	Common Stocks	—	$397K	$451K	0.2%
COMCAST CORP NEW CL A 11,444 shares held	Common Stocks	—	$468K	$448K	0.2%
TESLA INC 2,250 shares held	Common Stocks	—	$602K	$445K	0.2%
COSTCO WHSL CORP NEW COM 522 shares held	Common Stocks	—	$261K	$444K	0.2%
BOEING CO 2,413 shares held	Common Stocks	—	$480K	$439K	0.2%
CATERPILLAR INC 1,307 shares held	Common Stocks	—	$322K	$435K	0.2%
CSX CORP 12,914 shares held	Common Stocks	—	$395K	$432K	0.2%
BOOZ ALLEN HAMILTON HOLDING CO 2,781 shares held	Common Stocks	—	$235K	$428K	0.2%

1–50 of 401

1 / 9

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

PIMCO$37.0M BlackRock / iShares$10.8M Invesco$9.3M Wells Fargo / Allspring$3.1M Vanguard$1.7M JPMorgan$696K State Street / SPDR$249K MetLife$194K Goldman Sachs$180K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
CA PUBLIC SAFETY ADMINISTRATORS	47-2562237	—	N/A	$1.3M	—
WELLS FARGO CLEARING SERVICES LLC	23-2384840	—	N/A	$889K	—
LEACOX CALIFORNIA GOVERNMENTAL ADVO	86-2573260	—	N/A	$135K	—
RISK STRATEGIES CONSULTING	04-3738148	—	N/A	$131K	—
WELLS FARGO BANK, N.A.	94-1347373	—	—	$118K	—
HEROIK MEDIA	56-0891941	—	N/A	$75K	—
WEINTRAUB TOBIN CHEDIAK COLEMAN GRO	68-0231351	—	N/A	$61K	—
MOSS ADAMS LLP	91-0189318	—	N/A	$58K	—
EXAMONE WORLD WIDE	23-2057350	—	N/A	$38K	—
RITA KERR (MEDICAL DIRECTOR)	38-8866810	—	N/A	$33K	—
RED 88 MEDIA	47-4987717	—	N/A	$27K	—
REDLBL, LLC	88-2769742	—	N/A	$23K	—
COMMERCE PRINTING SERVICES	68-0168958	—	N/A	$22K	—
CALIFORNIA ISSUES FORUM	01-0595129	—	N/A	$15K	—