Columbus Mckinnon Corporation Monthly Retirement P
Corporate pension, based in Getzville, New York, reporting $2.1M in assets, for 1,424 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Columbus Mckinnon Corporation Monthly Retirement P total assets $102M -> $2M (-97.9%, 2024-03-31 to 2025-03-31).
1 more adviser, 10 more commitments and 4 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 Long Credit Bond Fund2 commitments
- AON US Intermediate Government2 commitments
- AON Intermediate Credit Bond Fund2 commitments
- AON Trust Company LLC13 commitments
Relationship network
27 connected entities13 observed commitments5 repeat counterpartiescommitments 2023 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 100.0%
Consultants and advisers
- Aon Investment adviser (plan)through Mar 31, 2025 Form 5500
- Cbiz Ris Actuarythrough Mar 31, 2025 Form 5500
- Wilmington Trust Trusteethrough Mar 31, 2025 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
- AON Trust Company LLC13 rows, latest Mar 31, 2024
What changed
- Mar 31, 2025Assets changedColumbus Mckinnon Corporation Monthly Retirement P total assets $102M -> $2M (-97.9%, 2024-03-31 to 2025-03-31)
- Mar 31, 2024Holding endedinferenceColumbus Mckinnon Corporation Monthly Retirement P no longer reports AON Large Cap Equity Index Fund (AON Trust Company LLC) (last held $8M at 2023-03-31; absent from the 2024-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2024Holding endedinferenceColumbus Mckinnon Corporation Monthly Retirement P no longer reports AON Core Real Estate Fund (AON Trust Company LLC) (last held $9M at 2023-03-31; absent from the 2024-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2024Holding endedinferenceColumbus Mckinnon Corporation Monthly Retirement P no longer reports AON Small Cap Equity Index Fund (AON Trust Company LLC) (last held $749,774 at 2023-03-31; absent from the 2024-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2024Holding endedinferenceColumbus Mckinnon Corporation Monthly Retirement P no longer reports AON Global Real Estate Fund (AON Trust Company LLC) (last held $49,587 at 2023-03-31; absent from the 2024-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
+4 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 Mar 31, 2024 | AON Long Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $49.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $26.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $18.5M held | Disclosed holding | askebsa.dol.gov |
+10 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 Mar 31, 2025 | 1,424 | Not disclosed | Not disclosed | n/a | $2.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 1,755 | $128M | $121M | 100.4% | $102M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 1,804 | $148M | $122M | 111.7% | $128M | Not disclosed | Not disclosed | Not disclosed |
- Cbiz Benefits and Insurance Service codes 10 11 15 $235,055 PY2024
- AON Consulting, Inc. codes 27 28 49 50 $221,914 PY2024
- Wilmington Trust, N.A. codes 15 21 24 25 27 28 33 49 $52,213 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Columbus Mckinnon Corporation Monthly Retirement P 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2025-03-31source on record
- Holding in a pooled vehicle ended2024-03-31source on record
- Holding in a pooled vehicle ended2024-03-31source on record
+6 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.