Arthur J. Gallagher & Co. Employees' Pension Plan
Corporate pension, based in Rolling Meadows, Illinois, reporting $313M in assets, for 3,842 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Core Plus Bond / Pgim Fund (Prudential Retirement & Annuity Ins) (last held $13M at 2023-12-31; absent from the 2024-12-31 filing).
2 more managers, 65 more commitments and 29 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- Prudential Short-Term3 commitments
- PRU Long Corporate Bond3 commitments
- Long Duration Bond/ir&m Fund3 commitments
- Voya20 commitments
- Empower Annuity Insurance Company3 commitments
- Dryden Capital, LLC2 commitments
Relationship network
82 connected entities68 observed commitments37 repeat counterparties31 dated commitments shown here, 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 10.5%
- Pooled separate accounts 73.0%
- Registered investment companies 16.3%
Consultants and advisers
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Voya20 rows, latest Dec 31, 2023
- Empower Annuity Insurance Company3 rows, latest Dec 31, 2024
- Dryden Capital, LLC2 rows, latest Dec 31, 2023
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Empower Annuity Insurance Companyplan years
- Invescoplan years
- Dryden Capital, LLCplan years
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceArthur J. Gallagher & Co. Employees' Pension Plan no longer reports Core Plus Bond / Pgim Fund (Prudential Retirement & Annuity Ins) (last held $13M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceArthur J. Gallagher & Co. Employees' Pension Plan no longer reports Small Cap Value/silvercrest (Prudential Retirement & Annuity Ins) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceArthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Large Cap Growth Portfolio S (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)with Voya Large Cap Growth Portfolio Saskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceArthur J. Gallagher & Co. Employees' Pension Plan no longer reports Core Bond Enhanced Index/pgim (Prudential Retirement & Annuity Ins) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceArthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Index Plus Midcap Portfolio (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Voya Index Plus Midcap Portfolioaskebsa.dol.gov
+29 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 | Venerable Strategic Bond Fundseparate account | Venerable Insurance and Annuity Company | Fixed income | $53.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $73.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | PRU Long Corporate Bondseparate account | Empower Annuity Insurance Company | Fixed income | $29.2M held | Disclosed holding | askebsa.dol.gov |
+65 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 | 3,842 | $229M | $208M | 93.0% | $313M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,943 | $212M | $216M | 91.0% | $231M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,051 | $282M | $213M | 101.2% | $213M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 49 50 $146,928 PY2024
- Fgmk LLC codes 10 50 $32,614 PY2024
- Deloitte Tax LLP codes 10 50 $8,262 PY2024
+112 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
+31 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.