Retirement Income Plan for Employees of Edison Electric Institute
Corporate pension, based in Washington, District of Columbia, reporting $130M in assets, for 344 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Retirement Income Plan for Employees of Edison Electric Institute funded ratio 90.3% -> 86.1% (2023-01-01 to 2024-01-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Pooled Sa053 commitments
- AXA Equitable Life Ins Co3 commitments
Relationship network
6 connected entities3 observed commitments2 repeat counterpartiescommitments 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.
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 0.5%
- Pooled separate accounts 1.3%
- Registered investment companies 98.3%
Consultants and advisers
- AXA Equitable Life Ins Co Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Vanguard Group Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- AXA Equitable Life Ins Co3 rows, latest Dec 31, 2024
What changed
- Jan 1, 2024Funded status changedRetirement Income Plan for Employees of Edison Electric Institute funded ratio 90.3% -> 86.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Income Plan for Employees of Edison Electric Institute funded ratio 92.4% -> 90.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Income Plan for Employees of Edison Electric Institute plan assets $155M -> $122M (-21.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Pooled Sa05separate account | AXA Equitable Life Ins Co | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Pooled Sa05separate account | AXA Equitable Life Ins Co | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pooled Sa05separate account | AXA Equitable Life Ins Co | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
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 | 344 | $130M | $101M | 86.1% | $130M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 351 | $122M | $101M | 90.3% | $130M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 359 | $155M | $102M | 92.4% | $122M | Not disclosed | Not disclosed | Not disclosed |
- Vanguard Fiduciary Trust Company codes 21 50 56 $26,902 PY2024
- Equitable Financ Life Insurance Co. codes 27 28 50 51 $21,381 PY2024
- Equitable Life Ins Co Pl Sa05 Sched. D P $1.6M PY2024
+9 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
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.