Commerzbank Aktiengesellschaft Pension Plan for United States Branches
Corporate pension, based in NEW York, New York, reporting $67.3M in assets, for 673 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Commerzbank Aktiengesellschaft Pension Plan for United States Branches funded ratio 108.0% -> 111.5% (2023-01-01 to 2024-01-01).
13 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- Spartan Global Ex US Index Pool3 commitments
- Spartan Total Market Index Pool3 commitments
- Fiam Interm Dur3 commitments
- Fidelity Investments9 commitments
- Geode Capital Management Trust Company, LLC6 commitments
- Fidelity Institutional Asset Mgmt1 commitment
Relationship network
22 connected entities16 observed commitments7 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
- Common/collective trusts 98.7%
- Registered investment companies 0.4%
Consultants and advisers
- FID Mgmt Trust Co Custodianthrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Fidelity Investments9 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLC6 rows, latest Dec 31, 2024
- Fidelity Institutional Asset Mgmt1 row, latest Dec 31, 2022
- Geode Capital Management Trust Company, LLCplan years
- Fidelity Institutional Asset Mgmt Tplan years 2022
What changed
- Jan 1, 2024Funded status changedCommerzbank Aktiengesellschaft Pension Plan for United States Branches funded ratio 108.0% -> 111.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceCommerzbank Aktiengesellschaft Pension Plan for United States Branches no longer reports Fiam Credit Commingled Pool (Fidelity Institutional Asset Mgmt) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jan 1, 2023Funded status changedCommerzbank Aktiengesellschaft Pension Plan for United States Branches funded ratio 129.4% -> 108.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCommerzbank Aktiengesellschaft Pension Plan for United States Branches plan assets $94M -> $73M (-22.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Spartan Global Ex US Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan Total Market Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Interm Durcollective trust | Fidelity Investments | Pooled vehicles | $32.3M held | Disclosed holding | askebsa.dol.gov |
+13 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 | 673 | $70.8M | $67.9M | 111.5% | $67.3M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 702 | $72.6M | $73.9M | 108.0% | $70.8M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 722 | $93.7M | $72.1M | 129.4% | $72.6M | $0 | $0 | $0 |
- Fiam Trust Company codes 28 50 51 $184,174 PY2024
- Buck Global, LLC codes 11 17 50 70 $127,787 PY2024
- BDO USA, P.C. codes 10 50 $37,294 PY2024
+31 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 changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+5 connections on the graph
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