Wiltel Communications, LLC Pension Plan
Corporate pension, based in NEW York, New York, reporting $103M in assets, for 2,409 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Wiltel Communications, LLC Pension Plan funded ratio 91.2% -> 95.5% (2023-01-01 to 2024-01-01).
1 more adviser, 1 more manager and 36 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- Russell 3000 Index Fund3 commitments
- International Alpha Tilts Fund3 commitments
- Alphacredit High Yield Fund3 commitments
- Blackrock Institutional Trust Company, N.A.24 commitments
- Blackrock Institutional Trust6 commitments
- Blackrock6 commitments
Relationship network
36 connected entities39 observed commitments17 repeat counterparties36 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 1.1%
- Non-interest-bearing cash 0.4%
- Common/collective trusts 98.1%
Consultants and advisers
- Blackrock Institutional Trust Co,na Investment adviser (plan)through Dec 31, 2023 Form 5500
- Jpmorgan Investment adviser (plan)through Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough 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
- Blackrock Institutional Trust Company, N.A.24 rows, latest Dec 31, 2024
- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
- Blackrock6 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.
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
What changed
- Jan 1, 2024Funded status changedWiltel Communications, LLC Pension Plan funded ratio 91.2% -> 95.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceJP Morgan Chase Bank no longer appears on Wiltel Communications, LLC Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Jpmorganaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBlackrock Institutional Trust Co N appears on Wiltel Communications, LLC Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Jan 1, 2023Funded status changedWiltel Communications, LLC Pension Plan funded ratio 111.0% -> 91.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWiltel Communications, LLC Pension Plan plan assets $139M -> $99M (-28.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $24.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Alpha Tilts Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Alphacredit High Yield Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $3.1M held | Disclosed holding | askebsa.dol.gov |
+36 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 2,409 | $105M | $118M | 95.5% | $103M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,468 | $99.2M | $120M | 91.2% | $105M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,493 | $139M | $119M | 111.0% | $99.2M | Not disclosed | Not disclosed | Not disclosed |
- USI Consulting Group codes 11 17 $392,033 PY2024
- Blackrock Institutional Trust Co N codes 27 $388,723 PY2024
- Principal Trust Company codes 13 19 25 $67,956 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Wiltel Communications, LLC Pension Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 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
- Funded status changed2024-01-01source on record
- Consultant changed2023-12-31source 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
+7 connections on the graph
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