Rubicon LLC Retirement Plan
Corporate pension, based in Geismar, Louisiana, reporting $217M in assets, for 650 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2023, Rubicon LLC Retirement Plan funded ratio 106.3% -> 97.5% (2022-01-01 to 2023-01-01).
33 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- Core Bond Enhanced Index/pgim3 commitments
- Small Cap Growth/timessquare3 commitments
- Core Plus Bond / Pgim Fund3 commitments
- Empower Annuity Insurance Company12 commitments
Relationship network
27 connected entities36 observed commitments13 repeat counterparties18 dated commitments shown here, 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 4.3%
- Pooled separate accounts 95.7%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company12 rows, latest Dec 31, 2024
- Empower Annuity Insurance Companyplan years
What changed
- Jan 1, 2023Funded status changedRubicon LLC Retirement Plan funded ratio 106.3% -> 97.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRubicon LLC Retirement Plan plan assets $281M -> $198M (-29.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Core Bond Enhanced Index/pgimseparate account | Empower Annuity Insurance Company | Fixed income | $37.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Growth/timessquareseparate account | Empower Annuity Insurance Company | Public equity | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Core Plus Bond / Pgim Fundseparate account | Empower Annuity Insurance Company | Fixed income | $37.3M held | Disclosed holding | askebsa.dol.gov |
+33 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 650 | $211M | $219M | 98.0% | $217M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 661 | $198M | $216M | 97.5% | $211M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 709 | $281M | $239M | 106.3% | $198M | Not disclosed | Not disclosed | Not disclosed |
- Core Bond Enhanced Index/pgim Sched. D P $37.0M PY2024
- Core Plus Bond / Pgim Fund Sched. D P $37.3M PY2024
- International Growth/artisan Sched. D P $13.3M PY2024
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- 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
+3 connections on the graph
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