Lancaster Colony Legacy Pension Plan
Corporate pension, based in Westerville, Ohio, for 500 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Lancaster Colony Legacy Pension Plan total assets $16M -> $0 (-100.0%, 2024-06-30 to 2025-06-30).
1 more adviser
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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Relationship network
12 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.
- 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
- Non-interest-bearing cash 3.9%
- Master trust investment accounts 96.1%
Consultants and advisers
- Alta Trust Company Investment adviser (plan)through Jun 30, 2025 Form 5500
- Highland Consulting Investment adviser (plan)through Jun 30, 2025 Form 5500
- Cbiz Ris Actuarythrough Jun 30, 2023 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
What changed
- Jun 30, 2025Assets changedLancaster Colony Legacy Pension Plan total assets $16M -> $0 (-100.0%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Consultant changedinferenceAlta Trust Company appears on Lancaster Colony Legacy Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Alta Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceHighland Consulting Associates appears on Lancaster Colony Legacy Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Highland Consultingaskebsa.dol.gov
- Jul 1, 2024Funded status changedLancaster Colony Legacy Pension Plan funded ratio 93.8% -> 88.0% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedLancaster Colony Legacy Pension Plan funded ratio 96.2% -> 93.8% (2022-07-01 to 2023-07-01)
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 Jun 30, 2025 | 500 | $16.5M | $16.0M | 88.0% | $0 | Not disclosed | $0 | Not disclosed |
| 2023 to Jun 30, 2024 | 523 | $17.1M | $17.3M | 93.8% | $16.5M | Not disclosed | $15.8M | Not disclosed |
| 2022 to Jun 30, 2023 | 552 | $17.9M | $17.7M | 96.2% | $17.1M | Not disclosed | $16.7M | Not disclosed |
- Willis Towers Watson US LLC codes 23 $686,935 PY2024
- Cbiz Benefits & Insurance Services codes 11 17 $222,467 PY2024
- BDO USA, P.C. codes 10 $89,909 PY2024
+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
Not yet on record: assets, fund commitments, managers.
Record history
- Total assets changed2025-06-30source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source 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.