Graymont U.S. Union Defined Benefit Pension Plan
Corporate pension, reporting $20.7M in assets, for 264 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Graymont U.S. Union Defined Benefit Pension Plan total assets $28M -> $21M (-24.9%, 2023-12-31 to 2024-12-31).
3 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- Boston Partners Large Cap Val Eq Fd3 commitments
- WTC - Cif Core Bond Portfolio3 commitments
- Boston Partners3 commitments
- Wellington Trust Company, Na3 commitments
Relationship network
10 connected entities6 observed commitments4 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.
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 5.0%
- Common/collective trusts 94.8%
Consultants and advisers
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Boston Partners3 rows, latest Dec 31, 2024
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
- Wellington Trust Companyplan years 2022
- Boston Partnersplan years 2022
What changed
- Dec 31, 2024Assets changedGraymont U.S. Union Defined Benefit Pension Plan total assets $28M -> $21M (-24.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedGraymont U.S. Union Defined Benefit Pension Plan funded ratio 119.0% -> 124.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedGraymont U.S. Union Defined Benefit Pension Plan funded ratio 141.7% -> 119.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGraymont U.S. Union Defined Benefit Pension Plan plan assets $29M -> $25M (-12.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Boston Partners Large Cap Val Eq Fdcollective trust | Boston Partners | Public equity | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WTC - Cif Core Bond Portfoliocollective trust | Wellington Trust Company, Na | Fixed income | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Boston Partners Large Cap Val Eq Fdcollective trust | Boston Partners | Public equity | $17.7M held | Disclosed holding | askebsa.dol.gov |
+3 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 | 264 | $27.2M | $16.6M | 124.8% | $20.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 266 | $25.4M | $16.5M | 119.0% | $27.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 269 | $29.0M | $16.0M | 141.7% | $25.4M | Not disclosed | Not disclosed | Not disclosed |
- Principal Trust Company codes 21 $12,247 PY2024
- Wellington Trust Company, N.A. codes 52 PY2024
- Boston Partners codes 52 PY2024
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+5 connections on the graph
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