Anderson-Tully Hourly Employees' Pension Plan
Corporate pension, based in Vicksburg, Mississippi, reporting $15.0M in assets, for 763 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2023, Anderson-Tully Hourly Employees' Pension Plan funded ratio 122.6% -> 97.2% (2022-01-01 to 2023-01-01).
1 more adviser
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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Relationship network
5 connected entities
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.
1 more consultant on this record
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- 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 1.4%
- Corporate debt instruments (preferred) 4.0%
- U.S. Government securities 9.5%
- Other investments 0.4%
- Partnership/joint venture interests 13.0%
- Registered investment companies 65.4%
- Common stock 6.0%
Consultants and advisers
- First Republic Bank Investment adviser (plan)through Dec 31, 2022 Form 5500
- Highland Capital Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- First Horizon Bank Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
What changed
- Jan 1, 2023Funded status changedAnderson-Tully Hourly Employees' Pension Plan funded ratio 122.6% -> 97.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAnderson-Tully Hourly Employees' Pension Plan plan assets $18M -> $14M (-21.3%, 2022-01-01 to 2023-01-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 763 | $14.0M | $13.5M | 97.2% | $15.0M | $2.0M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 782 | $17.8M | $13.7M | 122.6% | $14.0M | $1.9M | Not disclosed | Not disclosed |
- FTB Advisors codes 19 65 $14,401 PY2023
- Highland Capital Management codes 27 28 $6,398 PY2023
- First Republic Bank codes 27 28 $5,719 PY2023
+5 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
Not yet on record: fund commitments, managers.
Record history
- 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
+5 connections on the graph
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