Amalgamated Sugar Company Salaried Retirement Plan
Corporate pension, based in Boise, Idaho, for 418 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, NFP Retirement Inc appears on Amalgamated Sugar Company Salaried Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
11 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- Small Cap Value/silvercrest2 commitments
- International Blend/wellington2 commitments
- Amalgamated Sugar Company Core Fi2 commitments
- Empower Annuity Insurance Company3 commitments
- Nuveen, LLC2 commitments
Relationship network
27 connected entities14 observed commitments8 repeat counterparties7 dated commitments shown here, 2022 to 2023
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
- Insurance company general account 6.8%
- Common/collective trusts 27.1%
- Pooled separate accounts 41.1%
- Registered investment companies 25.0%
Consultants and advisers
- Wealthspire Retirement Advisory Investment adviser (plan)through Dec 31, 2024 Form 5500
- Prudential Retirement & Annuity Ins Actuarythrough Dec 31, 2022 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company3 rows, latest Dec 31, 2023
- Nuveen, LLC2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Companyplan years
- Nuveen Asset Managementplan years 2022
What changed
- Dec 31, 2024Consultant changedinferenceNFP Retirement Inc appears on Amalgamated Sugar Company Salaried Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wealthspire Retirement Advisoryaskebsa.dol.gov
- Dec 31, 2024Assets changedAmalgamated Sugar Company Salaried Retirement Plan total assets $68M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding startedAmalgamated Sugar Company Salaried Retirement Plan first reports an interest in PRU Long Corporate Bond (Prudential Retirement & Annuity Ins): $17M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedAmalgamated Sugar Company Salaried Retirement Plan first reports an interest in Mid Cap Gro II Class I1: $2M at 2023-12-31with Mid Cap Gro II Class I1askebsa.dol.gov
- Jan 1, 2023Funded status changedAmalgamated Sugar Company Salaried Retirement Plan funded ratio 99.0% -> 90.4% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | PRU Long Corporate Bondseparate account | Empower Annuity Insurance Company | Fixed income | $17.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Small Cap Value/silvercrestseparate account | Empower Annuity Insurance Company | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | International Blend/wellingtonseparate account | Empower Annuity Insurance Company | Pooled vehicles | $8.8M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 418 | $68.0M | $76.8M | 91.6% | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 427 | $65.4M | $77.7M | 90.4% | $68.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 428 | $84.5M | $77.2M | 99.0% | $65.4M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 11 12 13 14 15 17 25 27 28 38 50 51 63 64 68 $301,282 PY2024
- NFP Retirement Inc codes 27 $25,781 PY2024
- Nuveen Asset Management codes 28 $10,462 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: assets.
Amalgamated Sugar Company Salaried Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths 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
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Holding in a pooled vehicle started2023-12-31source 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.