Ballard Power Corporation Pension Plan
Corporate pension, reporting $7.3M in assets, for 159 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Principal appears on Ballard Power Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022).
5 more managers and 10 more commitments
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- Blackrock Int Equity Index Cit F1 commitment
- Allspring Growth Cit N1 commitment
- Principal/blackrock S&p 500 Index1 commitment
- Allspring Global Investments Holdin2 commitments
- Blackrock2 commitments
- T Rowe Price2 commitments
Relationship network
52 connected entities13 observed commitments3 repeat counterparties7 dated commitments shown here, 2022
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 99.5%
Consultants and advisers
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2023 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Allspring Global Investments Holdin2 rows, latest Dec 31, 2022
- Blackrock2 rows, latest Dec 31, 2022
- T Rowe Price2 rows, latest Dec 31, 2022
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mfsplan years
- T Rowe Priceplan years
- Blackrockplan years
+4 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, 2023Manager relationship startedPrincipal appears on Ballard Power Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Principal Spectrum Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWells Fargo Bank, N.A. no longer appears on Ballard Power Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wells Fargo Bankaskebsa.dol.gov
- Dec 31, 2023Assets changedBallard Power Corporation Pension Plan total assets $14M -> $7M (-48.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBallard Power Corporation Pension Plan funded ratio 119.3% -> 109.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBallard Power Corporation Pension Plan plan assets $17M -> $14M (-19.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Blackrock Int Equity Index Cit Fcollective trust | Transamerica Financial Life Insuran | Public equity | $695,346 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Allspring Growth Cit Ncollective trust | Allspring Global Investments Holdin | Pooled vehicles | $265,461 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p 500 Indexcollective trust | Blackrock | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
+10 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 159 | $14.1M | $14.1M | 109.0% | $7.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 159 | $17.4M | $13.7M | 119.3% | $14.1M | Not disclosed | Not disclosed | Not disclosed |
- Principal codes 15 21 28 49 50 51 $60,276 PY2023
- USI Consulting Group codes 11 50 $41,362 PY2023
- Mrpr Group codes 10 50 $8,500 PY2023
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship started2023-12-31source on record
- Manager relationship ended2023-12-31source on record
- Total assets changed2023-12-31source on record
+2 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
+11 connections on the graph
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