MGM Retirement Plan
Corporate pension, based in Beverly Hills, California, for 261 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Global Portfolio Strategies, Inc. no longer appears on MGM Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022).
2 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- Long Duration Bond/ir&m Fund1 commitment
- PRU Long Corporate Bond1 commitment
- Core Bond Enhanced Index/pgim1 commitment
- Prudential1 commitment
Relationship network
16 connected entities5 observed commitments4 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
- Pooled separate accounts 100.0%
Consultants and advisers
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Prudential1 row, latest Dec 31, 2022
- Prudentialplan years
- Global Portfolio Strategies, Inc.plan years 2022
What changed
- Dec 31, 2023Manager relationship endedinferenceGlobal Portfolio Strategies, Inc. no longer appears on MGM Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Global Portfolio Strategies, Inc.askebsa.dol.gov
- Dec 31, 2023Assets changedMGM Retirement Plan total assets $8M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement Ins. | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | PRU Long Corporate Bondseparate account | Prudential Retirement Ins. | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Core Bond Enhanced Index/pgimseparate account | Prudential Retirement Ins. | Fixed income | $1.8M held | Disclosed holding | askebsa.dol.gov |
+2 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 261 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 264 | $12.5M | $13.4M | 51.3% | $8.5M | Not disclosed | Not disclosed | Not disclosed |
- Prudential Retirement Ins & Annuity codes 13 $273,966 PY2023
- Empower Capital Management, LLC codes 13 $22,978 PY2023
- Long Duration Bond/ir&m Fund Sched. D P PY2023
+12 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
- Manager relationship ended2023-12-31source on record
- Total assets changed2023-12-31source 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.