Koroseal Interior Products Retirement Income Plan
Corporate pension, based in Medina, Ohio, reporting $33.3M in assets, for 672 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Koroseal Interior Products Retirement Income Plan funded ratio 87.2% -> 103.4% (2023-10-01 to 2024-10-01).
Relationship network
5 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
1 more service provider on this record
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Registered investment companies 99.7%
Consultants and advisers
- Raymond James Investment adviser (plan)through Sep 30, 2023 Form 5500
- Cbiz Retirment Plan Services Actuarythrough Sep 30, 2023 Form 5500
- KEY Bank National Association Trusteethrough Sep 30, 2023 Form 5500
People
Manager roster
What changed
- Oct 1, 2024Funded status changedKoroseal Interior Products Retirement Income Plan funded ratio 87.2% -> 103.4% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedKoroseal Interior Products Retirement Income Plan plan assets $28M -> $34M (+21.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedKoroseal Interior Products Retirement Income Plan total assets $28M -> $34M (+21.4%, 2023-09-30 to 2024-09-30)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 672 | $34.4M | $32.7M | 103.4% | $33.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 682 | $28.3M | $34.1M | 87.2% | $34.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 693 | $26.3M | $33.9M | 85.5% | $28.4M | Not disclosed | Not disclosed | Not disclosed |
- Cbiz Retirment Plan Services codes 11 $30,316 PY2024
- Raymond James codes 27 $30,000 PY2024
- KEY Trust Company of Ohio codes 21 $22,507 PY2024
+12 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
- Total assets changed2024-09-30source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.