The Retirement Plan for Employees of Bush Brothers & Company
Corporate pension, based in Knoxville, Tennessee, reporting $233M in assets, for 736 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, The Retirement Plan for Employees of Bush Brothers & Company funded ratio 170.3% -> 184.1% (2023-01-01 to 2024-01-01).
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 consultant 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
- Interest-bearing cash 2.1%
- Corporate debt instruments (other) 18.0%
- Corporate debt instruments (preferred) 1.7%
- U.S. Government securities 1.3%
- Partnership/joint venture interests 3.5%
- Common stock 73.1%
- Real estate (other than employer real property) 0.0%
Consultants and advisers
- Mcgriff, a Marsh & Mclennan Company Actuarythrough Dec 31, 2024 Form 5500
- Regions Bank Trusteethrough Dec 31, 2022 Form 5500
- Mcgriff Insurance Services Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Janney Montgomery Scott LLCplan years 2022
What changed
- Jan 1, 2024Funded status changedThe Retirement Plan for Employees of Bush Brothers & Company funded ratio 170.3% -> 184.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Retirement Plan for Employees of Bush Brothers & Company plan assets $196M -> $219M (+11.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Retirement Plan for Employees of Bush Brothers & Company total assets $196M -> $219M (+11.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Retirement Plan for Employees of Bush Brothers & Company funded ratio 205.8% -> 170.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Retirement Plan for Employees of Bush Brothers & Company plan assets $235M -> $196M (-16.6%, 2022-01-01 to 2023-01-01)
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 736 | $219M | $88.7M | 184.1% | $233M | $8.2M | $0 | $5,300 |
| 2023 to Dec 31, 2023 | 725 | $196M | $86.5M | 170.3% | $219M | $11.7M | $0 | $5,348 |
| 2022 to Dec 31, 2022 | 739 | $235M | $87.5M | 205.8% | $196M | $13.4M | $0 | $5,447 |
- Janney Montgomery Scott, LLC codes 28 $1.5M PY2024
- Regions Morgan Keegan Trust codes 21 $130,967 PY2024
- Mcgriff, a Marsh & Mclennan Company codes 11 PY2024
+6 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 changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.