Hrsa-Ila Pension Plan
Taft-Hartley plan, based in Norfolk, Virginia, reporting $596M in assets, for 4,218 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Electronic Systems Inc. no longer appears on Hrsa-Ila Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
3 more advisers
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Relationship network
25 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.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- 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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 18.1%
- U.S. Government securities 18.6%
- Other investments 0.3%
- Registered investment companies 4.8%
- Common stock 54.4%
Consultants and advisers
- Pension Benefit Information, LLC General consultantthrough Sep 30, 2025 Form 5500
- Bridgeway Benefit Technologies General consultantthrough Sep 30, 2023 Form 5500
- Electronic Systems Inc. General consultantthrough Sep 30, 2023 Form 5500
+3 more consultants and advisers 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
- Wells Fargo Bank, Naplan years 2024
- Westfield Capital Management Companplan years 2023
- Delta Capital Management, LLCplan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceElectronic Systems Inc. no longer appears on Hrsa-Ila Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Electronic Systems Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Berwyn Group, Inc USA appears on Hrsa-Ila Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Pension Benefit Information, LLCaskebsa.dol.gov
- Oct 1, 2024Funded status changedHrsa-Ila Pension Plan funded ratio 123.3% -> 118.8% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedHrsa-Ila Pension Plan plan assets $490M -> $566M (+15.5%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedHrsa-Ila Pension Plan total assets $491M -> $568M (+15.7%, 2023-09-30 to 2024-09-30)
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 4,218 | Not disclosed | Not disclosed | n/a | $596M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 4,268 | Not disclosed | Not disclosed | n/a | $568M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 4,182 | Not disclosed | Not disclosed | n/a | $491M | Not disclosed | Not disclosed | Not disclosed |
- Wells Fargo Advisors LLC codes 16 27 33 $807,287 PY2024
- Delta Capital Management LLC codes 51 $386,154 PY2024
- Westfield Capital Management codes 28 51 68 71 $371,500 PY2024
+57 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-10-01source 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
+15 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.