Alinabal, Inc. Retirement Plan
Corporate pension, based in Milford, Connecticut, reporting $17.7M in assets, for 357 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Alinabal, Inc. Retirement Plan funded ratio 89.2% -> 93.1% (2023-01-01 to 2024-01-01).
5 more managers, 31 more commitments and 1 more dated event
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- Allspring St Investment Fund S13 commitments
- Pfg/multi-Manager Small Cap Cit N3 commitments
- Principal/blackrock S&p Mc Indx Cit3 commitments
Relationship network
38 connected entities34 observed commitments18 repeat counterparties19 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
- Interest-bearing cash 1.0%
- Common/collective trusts 93.7%
- Registered investment companies 5.3%
Consultants and advisers
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock6 rows, latest Dec 31, 2024
- T Rowe Price6 rows, latest Dec 31, 2024
- Allspring4 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mfsplan years
- Alliancebernstein L.P.plan years
- Causewayplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedAlinabal, Inc. Retirement Plan funded ratio 89.2% -> 93.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedAlinabal, Inc. Retirement Plan first reports an interest in Principal/ab Large Cap Growth Cit N: $412,234 at 2023-12-31with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAlinabal, Inc. Retirement Plan no longer reports Voya Large Cap Growth Cit N (last held $312,050 at 2022-12-31; absent from the 2023-12-31 filing)with Voya Large Cap Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAlinabal, Inc. Retirement Plan no longer reports Allspring Growth Cit N (last held $168,258 at 2022-12-31; absent from the 2023-12-31 filing)with Allspring Growth Cit Naskebsa.dol.gov
- Jan 1, 2023Funded status changedAlinabal, Inc. Retirement Plan funded ratio 106.3% -> 89.2% (2022-01-01 to 2023-01-01)
+1 more dated event
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 | Allspring St Investment Fund S1collective trust | Allspring | Pooled vehicles | $174,524 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Pfg/multi-Manager Small Cap Cit Ncollective trust | Principal | Public equity | $315,964 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/blackrock S&p Mc Indx Citcollective trust | Blackrock | Pooled vehicles | $690,393 held | Disclosed holding | askebsa.dol.gov |
+31 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 | 357 | $18.3M | $20.3M | 93.1% | $17.7M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 368 | $17.8M | $21.1M | 89.2% | $18.3M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 375 | $23.5M | $20.8M | 106.3% | $17.8M | $0 | $0 | $0 |
- Principal Trust Company codes 15 19 21 50 $69,375 PY2024
- USI Consulting Group codes 11 $31,620 PY2024
- Principal Trust Company codes 15 19 21 62 PY2024
+45 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Alinabal, Inc. Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 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 started2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+3 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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