BDO USA, LLP Cash Balance Plan
Corporate pension, based in Chicago, Illinois, for 832 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2024, BDO USA, LLP Cash Balance Plan total assets $116M -> $0 (-100.0%, 2023-12-31 to 2024-10-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Sterling Capital Core Fixed Income2 commitments
- Sterling Capital LLC2 commitments
Relationship network
7 connected entities2 observed commitments2 repeat counterpartiescommitments 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
- Interest-bearing cash 41.1%
- Common/collective trusts 58.7%
Consultants and advisers
- October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Sterling Capital LLC2 rows, latest Dec 31, 2023
- Sterling Capital LLCplan years
- Sterling Capital Management LLCplan years 2022
What changed
- Oct 31, 2024Assets changedBDO USA, LLP Cash Balance Plan total assets $116M -> $0 (-100.0%, 2023-12-31 to 2024-10-31)
- Dec 31, 2023Assets changedBDO USA, LLP Cash Balance Plan total assets $135M -> $116M (-14.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBDO USA, LLP Cash Balance Plan funded ratio 103.8% -> 123.3% (2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Sterling Capital Core Fixed Incomecollective trust | Sterling Capital LLC | Fixed income | $67.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Sterling Capital Core Fixed Incomecollective trust | Sterling Capital LLC | Fixed income | $77.7M held | Disclosed holding | askebsa.dol.gov |
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 Oct 31, 2024 | 832 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 927 | $134M | $109M | 123.3% | $116M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 947 | $123M | $118M | 103.8% | $135M | Not disclosed | Not disclosed | Not disclosed |
- October Three codes 11 50 $64,835 PY2024
- Mcdermott Will & Emory codes 29 50 $42,935 PY2024
- Sterling Capital Management LLC codes 28 50 51 $39,398 PY2024
+7 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
Not yet on record: assets.
Record history
- Total assets changed2024-10-31source on record
- Total assets changed2023-12-31source on record
- Funded status changed2023-01-01source on record
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.