The Terumo Retirement Plan
Corporate pension, based in Somerset, New Jersey, reporting $58.0M in assets, for 1,666 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Terumo Retirement Plan first reports an interest in AON Enhanced Liability Driven Inves (AON Trust Company LLC): $3M at 2024-12-31.
2 more advisers, 1 more manager, 47 more commitments and 8 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Large Cap Equity Fund3 commitments
- EB Temporary Investment3 commitments
- AON High Yield Plus Fund3 commitments
Relationship network
59 connected entities50 observed commitments21 repeat counterparties48 dated commitments shown here, 2022 to 2024
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
- Common/collective trusts 100.0%
Consultants and advisers
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 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
- AON Trust Company LLC41 rows, latest Dec 31, 2024
- Nisa4 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Nisaplan years
- AON Investments USA Incplan years 2022
- AON Investment USA, Inc.plan years 2024
What changed
- Dec 31, 2024Holding startedThe Terumo Retirement Plan first reports an interest in AON Enhanced Liability Driven Inves (AON Trust Company LLC): $3M at 2024-12-31with AON Trust Company LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Terumo Retirement Plan funded ratio 82.2% -> 80.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Terumo Retirement Plan plan assets $77M -> $61M (-20.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceThe Terumo Retirement Plan no longer reports AON Intermediate Credit Bond Fund (AON Trust Company LLC) (last held $640,260 at 2022-12-31; absent from the 2023-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedThe Terumo Retirement Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $4M at 2023-12-31with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON Enhanced Liability Driven Invescollective trust | AON Trust Company LLC | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Equity Fundcollective trust | AON Trust Company LLC | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov |
+47 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 | 1,666 | $61.2M | $70.0M | 80.0% | $58.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,251 | $76.5M | $83.9M | 82.2% | $62.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,256 | $100M | $80.7M | 100.6% | $76.5M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 17 50 $306,303 PY2024
- AON Investments USA, Inc. codes 28 50 $107,469 PY2024
- Bank of New York Mellon codes 21 50 $53,254 PY2024
+75 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
The Terumo Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+10 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
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.