Lawrence Hall Retirement Plan
Corporate pension, based in Chicago, Illinois, reporting $1.8M in assets, for 151 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Lawrence Hall Retirement Plan total assets $7M -> $2M (-73.7%, 2023-12-31 to 2024-12-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Pension Money Market2 commitments
- International Fund1 commitment
- Mutual of America3 commitments
Relationship network
15 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.
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
- Insurance company general account 4.4%
- Pooled separate accounts 75.5%
Consultants and advisers
- Mchenry Advisers, Inc. Actuarythrough Dec 31, 2023 Form 5500
- Mutual of America Life Insurance Co Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Mutual of America3 rows, latest Dec 31, 2024
- Mutual of Americaplan years
- Global Portfolio Strategies, Inc.plan years 2022
What changed
- Dec 31, 2024Assets changedLawrence Hall Retirement Plan total assets $7M -> $2M (-73.7%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceLawrence Hall Retirement Plan no longer reports International Fund (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Small Cap Growth Fundaskebsa.dol.gov
- Dec 31, 2023Holding startedLawrence Hall Retirement Plan first reports an interest in Pension Money Market: $7M at 2023-12-31with Pension Money Marketaskebsa.dol.gov
- Jan 1, 2023Funded status changedLawrence Hall Retirement Plan funded ratio 116.9% -> 101.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLawrence Hall Retirement Plan plan assets $9M -> $7M (-21.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Pension Money Marketseparate account | Mutual of America | Cash | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Pension Money Marketseparate account | Mutual of America | Cash | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | International Fundseparate account | Mutual of America | Pooled vehicles | $3.0M 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 | 151 | $6.7M | $6.7M | 100.5% | $1.8M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 156 | $6.9M | $6.8M | 101.7% | $6.7M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 162 | $8.8M | $7.6M | 116.9% | $6.9M | Not disclosed | Not disclosed | Not disclosed |
- Pension Money Market Sched. D P $1.3M PY2024
- Mchenry Advisers, Inc. codes 11 PY2024
- Small Cap Growth Fund Sched. D P PY2023
+17 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
- Total assets changed2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.