Flexi-Van Pension Plan
Corporate pension, based in Scottsdale, Arizona, reporting $44.1M in assets, for 216 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Flexi-Van Pension Plan no longer reports AON Small & Mid Cap Equity Fund (AON Trust Company LLC) (last held $434,194 at 2023-12-31; absent from the 2024-12-31 filing).
38 more commitments and 5 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- AON Return Enhancing Alt Portfolio3 commitments
- AON Global Real Estate Fund3 commitments
- AON Intermediate Credit Bond Fund3 commitments
- AON Trust Company LLC35 commitments
- AON Hewitt3 commitments
- AON Investment USA, Inc.3 commitments
Relationship network
38 connected entities41 observed commitments19 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 2.5%
- 103-12 investment entities 4.2%
- Common/collective trusts 93.4%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- AON Trust Company LLC35 rows, latest Dec 31, 2024
- AON Hewitt3 rows, latest Dec 31, 2024
- AON Investment USA, Inc.3 rows, latest Dec 31, 2024
- AON Hewittplan years
What changed
- Dec 31, 2024Holding endedinferenceFlexi-Van Pension Plan no longer reports AON Small & Mid Cap Equity Fund (AON Trust Company LLC) (last held $434,194 at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceFlexi-Van Pension Plan no longer reports AON Large Cap Equity Index Fund (AON Trust Company LLC) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceFlexi-Van Pension Plan no longer reports Large Cap Equity Fund (AON Trust Company LLC) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceFlexi-Van Pension Plan no longer reports AON Non-Us Equity Index Fund (AON Trust Company LLC) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceFlexi-Van Pension Plan no longer reports AON Non-U.s. Equity Fund (AON Trust Company LLC) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON Return Enhancing Alt Portfolio103 12 ie | AON Hewitt | Pooled vehicles | $695,029 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Global Real Estate Fundcollective trust | AON Trust Company LLC | Real estate | $72,322 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $5.4M held | Disclosed holding | askebsa.dol.gov |
+38 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 | 216 | $46.3M | $48.2M | 101.3% | $44.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 222 | $45.0M | $50.6M | 97.9% | $46.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 227 | $59.9M | $50.7M | 113.2% | $45.0M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting Inc. codes 11 28 51 $158,781 PY2024
- Moss Adams LLP codes 10 50 $28,665 PY2024
- AON Hewitt Intermediate Cred Bd Fd Sched. D C $5.4M PY2024
+54 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
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
+7 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.