Sunsweet Hourly Pension Plan
Corporate pension, based in Yuba City, California, reporting $5.9M in assets, for 189 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Sunsweet Hourly Pension Plan no longer reports Long US Credit Indx Nl Fund (State Street - Russell 2000) (last held $255,447 at 2023-12-31; absent from the 2024-12-31 filing).
29 more commitments and 3 more dated events
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- US High Yield Bond Index3 commitments
- Global Defensive Equity Nl Ctf3 commitments
- 20 Yr US High Quality Corp Bond Nl3 commitments
- State Street Global Advisors Trust Company19 commitments
- State Street Global Advisors Trust10 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
42 connected entities32 observed commitments13 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 5.7%
- Common/collective trusts 93.7%
Consultants and advisers
- HUB International Actuarythrough Dec 31, 2023 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500
- Curcio Webb Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company19 rows, latest Dec 31, 2024
- State Street Global Advisors Trust10 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
What changed
- Dec 31, 2024Holding endedinferenceSunsweet Hourly Pension Plan no longer reports Long US Credit Indx Nl Fund (State Street - Russell 2000) (last held $255,447 at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changedSunsweet Hourly Pension Plan funded ratio 91.5% -> 96.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceSunsweet Hourly Pension Plan no longer reports Daily Msci Eafe Index Nl Fund (State Street - Russell 2000) (last held $96,129 at 2022-12-31; absent from the 2023-12-31 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding startedSunsweet Hourly Pension Plan first reports an interest in Russell 2000 Index Nl Fund (State Street - Russell 2000): $97,744 at 2023-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding startedSunsweet Hourly Pension Plan first reports an interest in Russell 1000 Index Nl Fund (State Street Global Advisors Trust): $377,462 at 2023-12-31with State Street Global Advisors Trustaskebsa.dol.gov
+3 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 | US High Yield Bond Indexcollective trust | State Street Global Advisors Trust Company | Fixed income | $478,667 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Global Defensive Equity Nl Ctfcollective trust | State Street Global Advisors Trust Company | Public equity | $883,823 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 20 Yr US High Quality Corp Bond Nlcollective trust | State Street Global Advisors Trust | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov |
+29 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 189 | $6.3M | $6.5M | 96.0% | $5.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 193 | $6.2M | $6.8M | 91.5% | $6.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 196 | $8.5M | $6.8M | 113.0% | $6.2M | Not disclosed | Not disclosed | Not disclosed |
- State Street Global Advisors Trust codes 18 19 51 $48,387 PY2024
- High Quality Long Corp Bond Nl Fd Sched. D C $2.4M PY2024
- 3-10 Year US Treasury Indx Nl Fund Sched. D C $1,349 PY2024
+35 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 ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+5 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
+6 connections on the graph
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