Anderson-Tully Salaried Employees' Pension Plan
Corporate pension, based in Chapel Hill, North Carolina, reporting $9.8M in assets, for 149 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Anderson-Tully Salaried Employees' Pension Plan funded ratio 117.9% -> 100.2% (2022-01-01 to 2024-01-01).
1 more adviser
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Relationship network
5 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.
1 more consultant on this record
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- 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 59.5%
- Corporate debt instruments (preferred) 0.8%
- U.S. Government securities 30.9%
- Other investments 0.0%
- Partnership/joint venture interests 5.7%
Consultants and advisers
- Highland Capital Management Investment adviser (plan)through Dec 31, 2024 Form 5500
- First Republic Bank Investment adviser (plan)through Dec 31, 2022 Form 5500
- First Horizon Bank 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
What changed
- Jan 1, 2024Funded status changedAnderson-Tully Salaried Employees' Pension Plan funded ratio 117.9% -> 100.2% (2022-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAnderson-Tully Salaried Employees' Pension Plan plan assets $11M -> $10M (-14.9%, 2022-01-01 to 2024-01-01)
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 Dec 31, 2024 | 149 | $9.7M | $9.7M | 100.2% | $9.8M | $558,616 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 162 | $11.4M | $9.6M | 117.9% | $9.0M | $1.3M | Not disclosed | Not disclosed |
- FTB Advisors codes 19 65 $5,360 PY2024
- Highland Capital Management codes 27 28 $4,614 PY2024
- First Republic Bank codes 27 28 $3,227 PY2024
+4 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: fund commitments, managers.
Record history
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
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
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