Watlow Group Pension Plan
Corporate pension, based in ST. Louis, Missouri, reporting $92.9M in assets, for 2,192 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Watlow Group Pension Plan total assets $137M -> $93M (-32.1%, 2023-12-31 to 2024-12-31).
Relationship network
6 connected entities
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.
- 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
- U.S. Government securities 15.4%
- Partnership/joint venture interests 4.4%
- Registered investment companies 80.0%
Consultants and advisers
- AON Consulting, Inc. General consultantActuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- SEI Investments Companyplan years 2023
What changed
- Dec 31, 2024Assets changedWatlow Group Pension Plan total assets $137M -> $93M (-32.1%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedSEI Investments appears on Watlow Group Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SEI Investments Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedWatlow Group Pension Plan funded ratio 99.7% -> 82.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWatlow Group Pension Plan plan assets $176M -> $136M (-22.8%, 2022-01-01 to 2023-01-01)
Commitments
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 | 2,192 | $137M | $141M | 84.2% | $92.9M | $4.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,231 | $136M | $144M | 82.5% | $137M | $4.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,257 | $176M | $139M | 99.7% | $136M | $5.8M | Not disclosed | Not disclosed |
- AON Consulting codes 11 16 50 $582,994 PY2024
- SEI Investments codes 28 50 $314,642 PY2024
- RSM US LLP codes 10 50 $20,750 PY2024
+10 more service providers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2024-12-31source on record
- Manager relationship started2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
7 days of DFX Intelligence free, 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
+4 connections on the graph
7 days of DFX Intelligence free, then $199/month unless canceled.