Retirement Plan for Employees of the Burnham Group
Corporate pension, based in Lancaster, Pennsylvania, reporting $133M in assets, for 1,395 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Conrad Siegel appears on Retirement Plan for Employees of the Burnham Group's Schedule C as pension consultant (plan year 2023 vs 2022).
2 more advisers
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
9 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.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- 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
- Interest-bearing cash 3.2%
- Corporate debt instruments (preferred) 45.8%
- U.S. Government securities 31.2%
- Other investments 0.1%
- Registered investment companies 18.8%
Consultants and advisers
- Metlife General consultantthrough Nov 30, 2024 Form 5500
- Highland Consulting Associates Inc. General consultantthrough Nov 30, 2023 Form 5500
- PNC Bank Association Trusteethrough Nov 30, 2024 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Fidelity Management & Research Compplan years 2024
- Vanguard Advisors Inc.plan years 2023
- Federated Hermes Govt Obligationsplan years 2023
What changed
- Dec 31, 2023Manager relationship startedFidelity & Research Company appears on Retirement Plan for Employees of the Burnham Group's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Management & Research Compaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceConrad Siegel appears on Retirement Plan for Employees of the Burnham Group's Schedule C as pension consultant (plan year 2023 vs 2022)with Conrad Siegelaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Vanguard Group, Inc. no longer appears on Retirement Plan for Employees of the Burnham Group's Schedule C as investment manager (plan year 2023 vs 2022)with The Vanguard Groupaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMetlife Inc appears on Retirement Plan for Employees of the Burnham Group's Schedule C as general consultant (plan year 2023 vs 2022)with Metlifeaskebsa.dol.gov
- Dec 1, 2023Funded status changedRetirement Plan for Employees of the Burnham Group funded ratio 100.0% -> 95.1% (2022-12-01 to 2023-12-01)
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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 1,395 | $129M | $129M | 95.1% | $133M | $0 | $0 | $0 |
| 2022 to Nov 30, 2023 | 1,428 | $135M | $130M | 100.0% | $129M | Not disclosed | Not disclosed | Not disclosed |
- Metlife Inc codes 16 27 29 50 $158,693 PY2023
- Highland Consulting Associates, Inc codes 16 27 29 50 $142,217 PY2023
- PNC Bank codes 15 20 21 $45,899 PY2023
+10 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.
Record history
- Manager relationship started2023-12-31source on record
- Consultant changed2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+2 more changes on this record's ledger
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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
+9 connections on the graph
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