Gallo Pension Plan for Non-Union Employees
Corporate pension, based in Modesto, California, reporting $32.5M in assets, for 490 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Gallo Pension Plan for Non-Union Employees first reports an interest in Vftc Instl 500 Index Trust: $11M at 2024-12-31.
1 more adviser, 1 more manager, 6 more commitments and 1 more dated event
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- Arrowstreet International Equity3 commitments
- Loomis Sayles Core Plus Fixed Incom3 commitments
- Fiam Grp Trst Core Plus Commingled2 commitments
- Arrow Street Capital3 commitments
- Loomis Sayles3 commitments
- Fidelity Institutional Asset Mgmt2 commitments
Relationship network
19 connected entities9 observed commitments6 repeat counterparties8 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 0.2%
- Common/collective trusts 93.2%
- Registered investment companies 6.7%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Empower Trust Company LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough 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.
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People
Manager roster
- Arrow Street Capital3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
- Fidelity Institutional Asset Mgmt2 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Vanguard Fiduciary Trust Companyplan years
- Loomis Saylesplan years 2022
- Arrowstreet Capital, LPplan years 2022
What changed
- Dec 31, 2024Holding startedGallo Pension Plan for Non-Union Employees first reports an interest in Vftc Instl 500 Index Trust: $11M at 2024-12-31with Vanguard Institutional 500 Index Traskebsa.dol.gov
- Jan 1, 2024Funded status changedGallo Pension Plan for Non-Union Employees funded ratio 88.5% -> 102.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedGallo Pension Plan for Non-Union Employees first reports an interest in Fiam Grp Trst Core Plus Commingled (Fidelity Institutional Asset Mgmt): $6M at 2023-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceEmpower Retirement no longer appears on Gallo Pension Plan for Non-Union Employees's Schedule C as pension consultant (plan year 2023 vs 2022)with Empower Trust Company LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedGallo Pension Plan for Non-Union Employees funded ratio 116.8% -> 88.5% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Vftc Instl 500 Index Trustcollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Arrowstreet International Equitycollective trust | Arrow Street Capital | Public equity | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles Core Plus Fixed Incomcollective trust | Loomis Sayles | Fixed income | $6.2M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 490 | $31.7M | $25.5M | 102.1% | $32.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 516 | $31.1M | $28.6M | 88.5% | $31.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 536 | $39.6M | $28.2M | 116.8% | $31.1M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 15 17 50 $96,823 PY2024
- Arrowstreet Capital Limited Partner codes 28 50 51 $57,243 PY2024
- Loomis, Sayles & Company, L.P codes 28 50 51 $17,969 PY2024
+23 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
+3 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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