Tidewater Pension Plan
Corporate pension, based in Houston, Texas, reporting $30.6M in assets, for 279 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Onedigital appears on Tidewater Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Relationship network
6 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.
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
- Interest-bearing cash 2.8%
- Corporate debt instruments (other) 31.9%
- Partnership/joint venture interests 8.6%
- Registered investment companies 15.5%
- Common stock 5.1%
- Preferred stock 34.9%
Consultants and advisers
- Onedigital General consultantthrough Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Hancock Whitney Bank Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Dolan Mceniryplan years 2023
- Naviter Wealth LLCplan years 2022
What changed
- Dec 31, 2024Consultant changedinferenceOnedigital appears on Tidewater Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Onedigitalaskebsa.dol.gov
- Jan 1, 2024Assets changedTidewater Pension Plan plan assets $45M -> $31M (-32.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedDolan Mceniry appears on Tidewater Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Dolan Mceniryaskebsa.dol.gov
- Dec 31, 2023Assets changedTidewater Pension Plan total assets $45M -> $31M (-32.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedTidewater Pension Plan funded ratio 110.7% -> 89.1% (2022-01-01 to 2023-01-01)
+1 more dated event
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
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 | 279 | $30.8M | $34.6M | 87.8% | $30.6M | $2.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 817 | $45.4M | $49.3M | 89.1% | $30.8M | $5.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 848 | $56.8M | $49.8M | 110.7% | $45.4M | $4.3M | Not disclosed | Not disclosed |
- Naviter Wealth LLC codes 28 $153,140 PY2024
- Milliman, Inc. codes 11 15 17 38 70 $150,008 PY2024
- Dolan Mceniry codes 28 $25,809 PY2024
+12 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
Not yet on record: fund commitments, managers.
Record history
- Consultant changed2024-12-31source on record
- Total assets changed2024-01-01source on record
- Manager relationship started2023-12-31source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.