White & Case LLP Pension Plan
Corporate pension, based in NEW York, New York, reporting $280M in assets, for 449 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, White & Case LLP Pension Plan plan assets $243M -> $296M (+21.5%, 2023-01-01 to 2024-01-01).
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
15 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.
- Sponsor
- 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
- Master trust investment accounts 96.1%
Consultants and advisers
- Colchester Investment adviser (plan)through Dec 31, 2022 Form 5500
- PWC US Consulting LLP Actuarythrough Dec 31, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough 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
- NEW England Pension Consulantsplan years 2022
- Blackrock Institutional Trust Co,naplan years 2022
- Prudential Insurance Company of Ameplan years 2022
+3 more Schedule C managers
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
- Jan 1, 2024Assets changedWhite & Case LLP Pension Plan plan assets $243M -> $296M (+21.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceBlue Moon Management Services, LLC no longer appears on White & Case LLP Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blue Moon Management Services, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Carlyle Group no longer appears on White & Case LLP Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Carlyle Groupaskebsa.dol.gov
- Dec 31, 2023Assets changedWhite & Case LLP Pension Plan total assets $244M -> $295M (+21.1%, 2022-12-31 to 2023-12-31)
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 Dec 31, 2024 | 449 | $296M | $277M | 106.7% | $280M | Not disclosed | $269M | Not disclosed |
| 2023 to Dec 31, 2023 | 433 | $243M | $229M | 106.5% | $295M | Not disclosed | $278M | Not disclosed |
| 2022 to Dec 31, 2022 | 417 | $270M | $252M | 107.1% | $244M | Not disclosed | $223M | Not disclosed |
- Pricewaterhousecoopers LLP codes 11 $389,917 PY2024
- NEW England Pension Consultants codes 28 51 $180,931 PY2024
- Johnston International Equity codes 28 51 $137,750 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+1 more change 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
+11 connections on the graph
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