Retirement Plan for Drivers of Commercial Distributing Company Inc
Corporate pension, based in Westfield, Massachusetts, reporting $9.7M in assets, for 125 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Retirement Plan for Drivers of Commercial Distributing Company Inc plan assets $8M -> $9M (+10.0%, 2023-01-01 to 2024-01-01).
Capital path
who backs this record, through what, into what; each name opens its own path- MAP Contract - Separate Account D3 commitments
- Voya Retirement Ins & Annuity3 commitments
Relationship network
14 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024
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
- Insurance company general account 28.1%
- Pooled separate accounts 71.9%
Consultants and advisers
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Voya Retirement Ins & Annuity3 rows, latest Dec 31, 2024
- Voya Retirement Ins & Annuityplan years
- Aetna Life Insurance Companyplan years 2022
What changed
- Jan 1, 2024Assets changedRetirement Plan for Drivers of Commercial Distributing Company Inc plan assets $8M -> $9M (+10.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan for Drivers of Commercial Distributing Company Inc total assets $8M -> $9M (+10.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Drivers of Commercial Distributing Company Inc funded ratio 106.2% -> 91.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Drivers of Commercial Distributing Company Inc plan assets $10M -> $8M (-19.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | MAP Contract - Separate Account Dseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $984,008 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | MAP Contract - Separate Account Dseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | MAP Contract - Separate Account Dseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $5.7M 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 Dec 31, 2024 | 125 | $9.1M | $9.9M | 91.2% | $9.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 116 | $8.3M | $9.4M | 91.2% | $9.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 115 | $10.2M | $8.8M | 106.2% | $8.3M | Not disclosed | Not disclosed | Not disclosed |
- Aetna Life Insurance Company codes 28 $18,328 PY2024
- Fiducient Advisors, LLC codes 99 PY2024
- Brandywine Global Opp Bond Is Sched. D P $184,573 PY2024
+15 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
Record history
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. 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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.