Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust
Corporate pension, based in Omaha, Nebraska, reporting $564,961 in assets, for 335 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust first reports an interest in Short-Term Investment Fund (Russell Trust Company): $564,961 at 2024-12-31.
7 more commitments and 4 more dated events
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Capital path
who backs this record, through what, into what; each name opens its own path- Russell 8-Year Ldi Fixed Income Fd2 commitments
- 14 Year Ldi Fixed Income Fund2 commitments
- Russell 10-15 Yr Strips Fxd Inc Fd2 commitments
- Frank Russell Company10 commitments
Relationship network
23 connected entities10 observed commitments5 repeat counterpartiescommitments 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
- Common/collective trusts 100.0%
Consultants and advisers
- Russell Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Frank Russell Company10 rows, latest Dec 31, 2024
- Frank Russell Companyplan years
What changed
- Dec 31, 2024Holding startedLozier Corporation Pension Plan for Scottsboro Production Employees and Trust first reports an interest in Short-Term Investment Fund (Russell Trust Company): $564,961 at 2024-12-31with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceLozier Corporation Pension Plan for Scottsboro Production Employees and Trust no longer reports Russell 10-15 Yr Strips Fxd Inc Fd (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Russell 10-15 Yr Strips Fxd Inc Fdaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceLozier Corporation Pension Plan for Scottsboro Production Employees and Trust no longer reports Russell 25 Plus Yr Strips Fixed Inc (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Russell 25 Plus Yr Strips Fixed Incaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceLozier Corporation Pension Plan for Scottsboro Production Employees and Trust no longer reports 14 Year Ldi Fixed Income Fund (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)with 14 Year Ldi Fixed Income Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceLozier Corporation Pension Plan for Scottsboro Production Employees and Trust no longer reports Russell 8-Year Ldi Fixed Income Fd (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Russell 8-Year Ldi Fixed Income Fdaskebsa.dol.gov
+4 more dated events
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 | Short-Term Investment Fundcollective trust | Frank Russell Company | Cash | $564,961 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 8-Year Ldi Fixed Income Fdcollective trust | Frank Russell Company | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | 14 Year Ldi Fixed Income Fundcollective trust | Frank Russell Company | Fixed income | $11.5M held | Disclosed holding | askebsa.dol.gov |
+7 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 | 335 | Not disclosed | Not disclosed | n/a | $564,961 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 350 | $16.8M | $16.2M | 113.6% | $17.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 355 | $22.9M | $15.6M | 140.1% | $16.3M | Not disclosed | Not disclosed | Not disclosed |
- Russell Trust Company codes 25 99 $57,826 PY2024
- Russell 25 Year Strips Sched. D C PY2024
- Russell 10 to 15 Year Strips Fixed Sched. D C 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
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+6 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
+4 connections on the graph
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