SGS North America Inc. Pension Plan
Corporate pension, based in Bloomfield, New Jersey, reporting $141M in assets, for 3,155 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Richmond Capital Management no longer appears on SGS North America Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers and 2 more dated events
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
13 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
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 79.4%
- Corporate debt instruments (preferred) 3.7%
- U.S. Government securities 9.4%
- Insurance company general account 1.3%
- Other investments 3.8%
Consultants and advisers
- Definiti Actuarythrough Dec 31, 2023 Form 5500
- PWC US Consulting LLP Actuarythrough Dec 31, 2023 Form 5500
- Pension Live, LLC Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Cohn Reznickplan years 2024
- Goldman Sachs Asset Managementplan years 2023
- Prudential Retirement & Annuity Insplan years 2022
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceRichmond Capital Management no longer appears on SGS North America Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Proloan Bond Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRaymond James & Associates no longer appears on SGS North America Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Raymond James & Associates, Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedSGS North America Inc. Pension Plan total assets $171M -> $141M (-17.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSGS North America Inc. Pension Plan funded ratio 100.7% -> 102.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedGoldman Sachs Asset Management appears on SGS North America Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Goldman Sachs Asset Managementaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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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 | 3,155 | $171M | $155M | 102.8% | $141M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,222 | $169M | $156M | 100.7% | $171M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,223 | $219M | $156M | 126.8% | $169M | Not disclosed | Not disclosed | Not disclosed |
- Pricewaterhousecoopers LLP codes 11 50 $473,695 PY2024
- Goldman Sachs Asset Management codes 28 $255,283 PY2024
- JP Morgan Chase Bank codes 21 28 50 51 62 $150,000 PY2024
+22 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.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Total assets changed2024-12-31source on record
+4 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
+12 connections on the graph
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