Beam Pension Plan
Corporate pension, based in Chicago, Illinois, reporting $159M in assets, for 1,219 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Beam Pension Plan funded ratio 89.1% -> 91.5% (2023-01-01 to 2024-01-01).
1 more adviser, 1 more manager, 36 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- AON Mid Duration Long Credit Bond F3 commitments
- AON Small & Mid Cap Equity Fund3 commitments
- AON Large Cap Equity Index Fund3 commitments
- AON Trust Company LLC31 commitments
- Nisa Investment Advisors, LLC4 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
49 connected entities39 observed commitments17 repeat counterparties38 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
- Other investments 2.2%
- Partnership/joint venture interests 2.3%
- Common/collective trusts 95.5%
- Common stock 0.0%
Consultants and advisers
- Aon ActuaryGeneral consultantthrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC ActuaryGeneral consultantthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2024 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- AON Trust Company LLC31 rows, latest Dec 31, 2024
- Nisa Investment Advisors, LLC4 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nisa Investment Advisors, LLCplan years
- Aonplan years
- AON Investments USA Incplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedBeam Pension Plan funded ratio 89.1% -> 91.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceBeam Pension Plan no longer reports CF Aon Core Real Estate Fund (last held $26M at 2022-12-31; absent from the 2023-12-31 filing)with CF Aon Core Real Estate Fundaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBeam Pension Plan no longer reports 20+ Yr U S Treas Strips (AON Trust Company LLC) (last held $49M at 2022-12-31; absent from the 2023-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedBeam Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $11M at 2023-12-31with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
- Dec 31, 2023Holding startedBeam Pension Plan first reports an interest in AON Intermediate Credit Bond Fund (AON Trust Company LLC): $1M at 2023-12-31with AON Trust Company LLCaskebsa.dol.gov
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Nisa Ultra Long Treasury Cifcollective trust | Nisa Investment Advisors, LLC | Fixed income | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa Investment Advisors, LLC | Fixed income | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Mid Duration Long Credit Bond Fcollective trust | AON Trust Company LLC | Private credit | $109,880 held | Disclosed holding | askebsa.dol.gov |
+36 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 1,219 | $170M | $196M | 91.5% | $159M | $3.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,235 | $172M | $201M | 89.1% | $170M | $6.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,084 | $294M | $242M | 110.7% | $212M | $8.1M | Not disclosed | Not disclosed |
- AON Consulting codes 11 16 50 $351,797 PY2024
- Hewitt Ennisknupp, Inc. codes 28 50 $195,562 PY2024
- Northern Trust Company codes 21 50 $84,408 PY2024
+65 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Beam Pension Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+10 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
+11 connections on the graph
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