Welbilt Pension Plan
Corporate pension, based in NEW Port Richey, Florida, reporting $31.2M in assets, for 469 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Welbilt Pension Plan funded ratio 80.0% -> 84.0% (2023-01-01 to 2024-01-01).
5 more commitments
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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Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Global Low Volatility Equity1 commitment
- Mercer Active Long Corporate Fixed1 commitment
- Mercer US Small/mid Cap Equity Port1 commitment
- Mercer Investments LLC8 commitments
Relationship network
25 connected entities8 observed commitments1 repeat counterpartycommitments 2022
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
- Fund or vehicle
- 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
- Non-interest-bearing cash 0.8%
- Registered investment companies 97.7%
Consultants and advisers
- 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
Manager roster
- Mercer Investments LLC8 rows, latest Dec 31, 2022
- Mercer Investments LLCplan years
- Mercer Investments LLCplan years 2022
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Mercer Global Low Volatility Equitycollective trust | Mercer Investments LLC | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | Fixed income | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Investments LLC | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 469 | $30.8M | $39.2M | 84.0% | $31.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 475 | $29.0M | $39.9M | 80.0% | $30.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 480 | $41.5M | $40.2M | 96.3% | $29.0M | Not disclosed | Not disclosed | Not disclosed |
- Mercer codes 11 $190,603 PY2024
- Kronick Kalada Berdy & Co. codes 10 $19,000 PY2024
- Midwest Trust Company codes 21 $15,083 PY2024
+28 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Welbilt Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source 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
+6 connections on the graph
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