Corporate pension in West Virginia
Corporate pension, based in Charleston, West Virginia, reporting $95.1M in assets, for 698 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Changed investment consultant to Willis Towers Watson US LLC.
This allocator's name, 18 more commitments and 3 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- Mercer Emerging Markets Equity Port3 commitments
- Mercer Active Long Corporate Fixed3 commitments
- Mercer Non-Us Core Equity Portfolio3 commitments
- Mercer Investments LLC13 commitments
- State Street Global Advisors Trust Company5 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
28 connected entities21 observed commitments9 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
›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 0.5%
- Non-interest-bearing cash 1.1%
- Other investments 10.7%
- Common/collective trusts 81.3%
- Real estate (other than employer real property) 6.3%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2024 Form 5500
- Truist Bank TrusteeDirected trusteethrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Mercer Investments LLC13 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company5 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years
What changed
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$9.1Maskebsa.dol.gov
+3 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 | Mercer Emerging Markets Equity Portcollective trust | Mercer Investments LLC | Public equity | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | Fixed income | $16.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Investments LLC | Public equity | $10.3M held | Disclosed holding | askebsa.dol.gov |
+18 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 | 698 | $92.2M | $82.3M | 97.6% | $95.1M | Not disclosed | Not disclosed | $6.0M |
| 2023 to Dec 31, 2023 | 676 | $83.2M | $75.2M | 100.1% | $92.4M | Not disclosed | Not disclosed | $7.3M |
| 2022 to Dec 31, 2022 | 661 | $97.2M | $67.7M | 107.6% | $81.6M | Not disclosed | Not disclosed | $8.1M |
- Willis Towers Watson US LLC codes 11 16 50 $209,015 PY2024
- Truist codes 21 50 62 $45,991 PY2024
- Active Long Corporate Fixed Income Sched. D C $16.5M PY2024
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+5 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
+6 connections on the graph
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