Employees' Retirement Plan Of The National Education Association
Sponsored by The National Education Association · EIN 530115260 · Plan #333
- Total assets
- $910M
- Net assets
- $901M
- Active participants
- 989
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Baillie Gifford Overseas Ltd CRD 110296 | deterministic · 100% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 93% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Western Asset Management Company | Investment management | $973,223 |
| Baillie Gifford Overseas Ltd | Investment advisory (plan) | $398,302 |
| State Street Bank And Trust Company | Trustee (directed), Custodial (securities), Other fees | $370,813 |
| Loomis Sayles Trust Company | Investment management fees (direct) | $346,470 |
| Wellington Management Company Llp | Investment management fees (direct) | $299,806 |
| Nea | Plan administrator, Claims processing, Accounting | $253,166 |
| Buck Global, Llc | Actuarial, Recordkeeping, Consulting (pension) | $213,677 |
| Jpmorgan Chase Bank | Investment management, Investment advisory (plan), Trustee (discretionary) | $208,771 |
| Wilshire Advisors Llc | Consulting (general) | $195,000 |
| Blackrock Institutional Trust | Trustee (institutional), Trustee (discretionary), Investment management | $108,589 |
| Calibre Cpa Group, Pllc | Accounting | $80,000 |
| Mooney Green Saindon Murphy & Welch | Legal | $76,453 |
| Rhumbline Advisers Limited Partners | Investment management, Investment management fees (direct) | $49,244 |
| Insight Investment | Investment management | $5,633 |