DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Welbilt Pension Plan
Corporate pensionNEW Port Richey, FL
Assets
$31.2M
Total assets, Dec 31, 2024 reported
Funded
84.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Welbilt, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.8%
- Registered investment companies 97.7%
Consultants and advisers
3 firms
- Midwest Trust Company Trusteethrough Dec 31, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2022
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 469 | $30.8M | $39.2M | 84.0% | $31.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 475 | $29.0M | $39.9M | 80.0% | $30.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 480 | $41.5M | $40.2M | 96.3% | $29.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $190,603 PY2024
- Kronick Kalada Berdy & Co. codes 10 $19,000 PY2024
- Midwest Trust Company codes 21 $15,083 PY2024
- Charles Schwab & Co,. Inc. codes 10 $900 PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $171,304 PY2023
- BMO Harris Bank Na codes 21 $25,926 PY2023
- Mercer Investment Management codes 51 52 $17,447 PY2023
- Wipfli, LLP codes 10 $16,000 PY2023
- Mercer Active Long Corp Invt Portfo Sched. D C PY2023
- Mercer US Large Cap Core Passive Eq Sched. D C PY2023
- Mercer Non-Us Core Equity Portfolio Sched. D C PY2023
- Mercer Emerging Markets Equity Port Sched. D C PY2023
- Mercer Global Low Volatility Equity Sched. D C PY2023
- Mercer Long Strips Investment Portf Sched. D C PY2023
- Mercer Opportunistic Fixed Income Sched. D C PY2023
- Mercer US Small/mid Cap Equity Port Sched. D C PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 $166,630 PY2022
- Mercer Investment Management codes 51 52 $97,135 PY2022
- BMO Harris Bank Na codes 21 $30,261 PY2022
- Wipfli, LLP codes 10 $13,970 PY2022
- Mercer US Large Cap Core Passive Eq Sched. D C $5.2M PY2022
- Mercer Non-Us Core Equity Portfolio Sched. D C $3.1M PY2022
- Mercer Emerging Markets Equity Port Sched. D C $1.9M PY2022
- Mercer Global Low Volatility Equity Sched. D C $1.6M PY2022
- Mercer Long Strips Investment Portf Sched. D C $2.7M PY2022
- Mercer Opportunistic Fixed Income Sched. D C $1.5M PY2022
- Mercer Active Long Corp Invt Portfo Sched. D C $11.0M PY2022
- Mercer US Small/mid Cap Equity Port Sched. D C $1.3M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedWelbilt Pension Plan funded ratio 80.0% -> 84.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedWelbilt Pension Plan funded ratio 96.3% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWelbilt Pension Plan plan assets $41M -> $29M (-30.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 474625716-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.