Hitchcock Industries, Inc. Employee Pension Plan
Corporate pension, based in Minneapolis, Minnesota, reporting $4.5M in assets, for 323 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Hitchcock Industries, Inc. Employee Pension Plan funded ratio 69.3% -> 71.4% (2023-01-01 to 2024-01-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Principal US Properties3 commitments
- Principal Spectrum Asset Management3 commitments
Relationship network
8 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
- U.S. Government securities 12.3%
- Common/collective trusts 1.3%
- Registered investment companies 83.4%
Consultants and advisers
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Custodianthrough Dec 31, 2022 Form 5500
- Cbiz Benefits & Insurance Services Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Principal Spectrum Asset Management3 rows, latest Dec 31, 2024
What changed
- Jan 1, 2024Funded status changedHitchcock Industries, Inc. Employee Pension Plan funded ratio 69.3% -> 71.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedHitchcock Industries, Inc. Employee Pension Plan funded ratio 94.0% -> 69.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHitchcock Industries, Inc. Employee Pension Plan plan assets $7M -> $5M (-30.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Principal US Propertiescollective trust | Principal Spectrum Asset Management | Pooled vehicles | $56,641 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal US Propertiescollective trust | Principal Spectrum Asset Management | Pooled vehicles | $6,382 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal US Propertiescollective trust | Principal Spectrum Asset Management | Pooled vehicles | $81,589 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 | 323 | $4.9M | $6.8M | 71.4% | $4.5M | $0 | Not disclosed | $0 |
| 2023 to Dec 31, 2023 | 330 | $5.1M | $7.1M | 69.3% | $4.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 340 | $7.3M | $7.4M | 94.0% | $5.2M | Not disclosed | Not disclosed | Not disclosed |
- Cbiz Retirement Plan Services codes 11 17 27 50 $47,954 PY2024
- Bober Markey Fedorovich codes 10 $18,250 PY2024
- Wells Fargo codes 19 21 50 64 $14,890 PY2024
+10 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
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source 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.