Met-Pro Technologies LLC Consolidated Pension Plan
Corporate pension, based in Addison, Texas, reporting $25.3M in assets, for 518 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Cbiz no longer appears on Met-Pro Technologies LLC Consolidated Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser
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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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.
- Sponsor
- 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 0.7%
- U.S. Government securities 0.0%
- Registered investment companies 98.7%
Consultants and advisers
- UBS Financial Services Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
- Comerica Bank Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
What changed
- Dec 31, 2024Consultant changedinferenceCbiz no longer appears on Met-Pro Technologies LLC Consolidated Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Cbiz Risaskebsa.dol.gov
- Jan 1, 2024Funded status changedMet-Pro Technologies LLC Consolidated Pension Plan funded ratio 90.0% -> 93.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMet-Pro Technologies LLC Consolidated Pension Plan funded ratio 108.4% -> 90.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMet-Pro Technologies LLC Consolidated Pension Plan plan assets $29M -> $22M (-26.0%, 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 | 518 | $23.5M | $26.0M | 93.1% | $25.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 526 | $21.8M | $26.7M | 90.0% | $23.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 553 | $29.5M | $27.2M | 108.4% | $21.8M | Not disclosed | Not disclosed | Not disclosed |
- UBS Financial Services Inc. codes 27 51 $50,024 PY2024
- Comerica Bank codes 18 19 21 28 37 38 49 59 60 62 64 72 99 $27,356 PY2024
- Cbiz codes 11 PY2024
+10 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: fund commitments, managers.
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change 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
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