Pension Plan for Employees of Evraz Inc. Na
Corporate pension, based in Chicago, Illinois, reporting $112M in assets, for 1,527 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Laner Muchin Ltd no longer appears on Pension Plan for Employees of Evraz Inc. Na's Schedule C as investment adviser (plan) (plan year 2023 vs 2022).
4 more advisers, 1 more manager and 12 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- Mawer Global Equity Collective Fund3 commitments
- Long Liability Corporate Cit Fund3 commitments
- Clarion Lion Properties Fund, LP3 commitments
- Legal and General6 commitments
- Global Trust Company3 commitments
- Clarion Partners3 commitments
Relationship network
26 connected entities15 observed commitments9 repeat counterparties12 dated commitments shown here, 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 7.0%
- Other investments 11.0%
- Other loans 0.0%
- Partnership/joint venture interests 6.7%
- Common/collective trusts 32.5%
- Registered investment companies 40.7%
- Real estate (other than employer real property) 0.2%
Consultants and advisers
- Mercer Investment LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fifth Third Bancorp Investment adviser (plan)through Dec 31, 2022 Form 5500
- Legal & General Inv Mgmt America Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 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
- Legal and General6 rows, latest Dec 31, 2024
- Global Trust Company3 rows, latest Dec 31, 2024
- Clarion Partners3 rows, latest Dec 31, 2024
+1 more manager received commitments
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, 2023Holding endedinferencePension Plan for Employees of Evraz Inc. Na no longer reports Long Liability Treasurey2x Cit Fund (Legal and General) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Holding startedPension Plan for Employees of Evraz Inc. Na first reports an interest in L&g Liability Treasury 3x Cit Fund (Legal and General): $6M at 2023-12-31with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceLaner Muchin Ltd no longer appears on Pension Plan for Employees of Evraz Inc. Na's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Laner Muchin Ltdaskebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan for Employees of Evraz Inc. Na funded ratio 112.6% -> 91.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Employees of Evraz Inc. Na plan assets $156M -> $117M (-24.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | L&g Liability Treasury 3x Cit Fundcollective trust | Legal and General | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mawer Global Equity Collective Fundcollective trust | Global Trust Company | Public equity | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Liability Corporate Cit Fundcollective trust | Legal and General | Pooled vehicles | $23.1M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 1,527 | $118M | $133M | 93.5% | $112M | $7.5M | Not disclosed | $228,336 |
| 2023 to Dec 31, 2023 | 1,549 | $117M | $133M | 91.7% | $118M | $8.3M | Not disclosed | $7.0M |
| 2022 to Dec 31, 2022 | 1,588 | $156M | $130M | 112.6% | $117M | $6.5M | Not disclosed | $8.5M |
- October Three Consulting LLC codes 11 $122,791 PY2024
- AON Consulting codes 11 $92,598 PY2024
- Legal & General Investment codes 27 $75,774 PY2024
+34 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
Pension Plan for Employees of Evraz Inc. Na sits on 12 traced paths of capital across the graphs.
DFX traced 12 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Consultant changed2023-12-31source on record
+2 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
+8 connections on the graph
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