Gciu - Employer Retirement Benefit Plan
Taft-Hartley plan, based in Seattle, Washington, reporting $1.8B in assets, for 37,365 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Gciu - Employer Retirement Benefit Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $34M at 2023-12-31; absent from the 2024-12-31 filing).
3 more advisers, 11 more commitments and 3 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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Capital path
who backs this record, through what, into what; each name opens its own path- Prisa3 commitments
- Prisa II Sa3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- Prudential Insurance Company of Ame6 commitments
- Northern Trust Investments, Inc.5 commitments
- Invesco Trust Company3 commitments
Relationship network
54 connected entities14 observed commitments9 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
›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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 5.3%
- Corporate debt instruments (other) 23.2%
- U.S. Government securities 12.6%
- Other investments 3.7%
- Partnership/joint venture interests 4.6%
- Common/collective trusts 34.9%
- Pooled separate accounts 2.9%
- Registered investment companies 5.3%
- Common stock 5.6%
Consultants and advisers
- KP LLC General consultantthrough Dec 31, 2022 Form 5500
- Alan Biller and Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Prudential Insurance Company of Ame6 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.5 rows, latest Dec 31, 2024
- Invesco Trust Company3 rows, latest Dec 31, 2024
- Invesco Trust Companyplan years 2022
- Landmark Equity Advisors, LLCplan years 2024
- Prudential Insurance Company of Ameplan years 2024
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceGciu - Employer Retirement Benefit Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $34M at 2023-12-31; absent from the 2024-12-31 filing)with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceGciu - Employer Retirement Benefit Plan no longer reports All-Country World Ex-Us Index Fund (Northern Trust Collective Eafe Inde) (last held $34M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Holding startedGciu - Employer Retirement Benefit Plan first reports an interest in Invesco Russell 3000 Index Trust: $276M at 2024-12-31with Invesco Russell 3000 Index Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedRreef America LLC appears on Gciu - Employer Retirement Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Rreef America Reit II, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrudential Insurance Co of America appears on Gciu - Employer Retirement Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Insurance Company of Ameaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Invesco Russell 3000 Index Trustcollective trust | Invesco Trust Company | Pooled vehicles | $276M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $30.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisa II Saseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $19.6M held | Disclosed holding | askebsa.dol.gov |
+11 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 37,365 | Not disclosed | Not disclosed | n/a | $1.8B | $80.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 39,384 | Not disclosed | Not disclosed | n/a | $838M | $100M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 40,373 | Not disclosed | Not disclosed | n/a | $878M | $114M | Not disclosed | Not disclosed |
- Northwest Administrators, Inc. codes 13 50 $2.5M PY2024
- Alan D. Biller & Associates, Inc. codes 27 50 $556,345 PY2024
- Kraw Law Group, Apc codes 29 50 $524,593 PY2024
+89 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
Gciu - Employer Retirement Benefit Plan sits on 9 traced paths of capital across the graphs.
DFX traced 9 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+5 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
+15 connections on the graph
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