WTB Financial Corporation Pension Plan
Corporate pension, based in Spokane, Washington, reporting $76.4M in assets, for 436 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, WTB Financial Corporation Pension Plan no longer reports Mercer Non-Us Core Equity Portfolio (last held $4M at 2023-12-31; absent from the 2024-12-31 filing).
17 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- Mercer Long Strips Fixed Income3 commitments
- Mercer Active Long Corporate Fixed3 commitments
- Mercer Passive Long Government Fixe3 commitments
- Mercer Investments LLC20 commitments
Relationship network
20 connected entities20 observed commitments9 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
- Interest-bearing cash 15.0%
- Insurance company general account 30.1%
- Common/collective trusts 54.9%
Consultants and advisers
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Mercer Investments LLC20 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years
- Mercer Investments LLCplan years 2022
What changed
- Dec 31, 2024Holding endedinferenceWTB Financial Corporation Pension Plan no longer reports Mercer Non-Us Core Equity Portfolio (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Non-Us Core Equity Portfolioaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWTB Financial Corporation Pension Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWTB Financial Corporation Pension Plan no longer reports Mercer Ultra Long Duration Portfoli (last held $889,501 at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWTB Financial Corporation Pension Plan no longer reports Mercer Global Low Volatility Equity (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Global Low Volatility Equityaskebsa.dol.gov
- Jan 1, 2023Funded status changedWTB Financial Corporation Pension Plan funded ratio 139.5% -> 102.4% (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 | Mercer Long Strips Fixed Incomecollective trust | Mercer Investments LLC | Fixed income | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | Fixed income | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Investments LLC | Pooled vehicles | $19.3M held | Disclosed holding | askebsa.dol.gov |
+17 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 | 436 | $80.8M | $64.6M | 103.1% | $76.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 447 | $78.4M | $63.7M | 102.4% | $80.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 479 | $110M | $63.1M | 139.5% | $78.4M | Not disclosed | Not disclosed | Not disclosed |
- Mercer Investment LLC codes 51 52 $158,003 PY2024
- Mercer Long Duration Passive Fixed Sched. D C $19.3M PY2024
- Mercer Long Strips Fixed Income Sched. D C $4.3M PY2024
+23 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
WTB Financial Corporation Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source 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
+4 connections on the graph
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