Calportland Company Defined Benefit Pension Plan
Corporate pension, based in LAS Vegas, Nevada, reporting $35.0M in assets, for 825 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Alliant Insurance Serivces, Inc. no longer appears on Calportland Company Defined Benefit Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
5 more advisers, 1 more manager, 2 more commitments and 5 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- US Long Credit Bond Fund2 commitments
- Western Asset US Core Plus LLC1 commitment
- Principal/causeway International Va1 commitment
- Blackrock Institutional Trust Company, N.A.2 commitments
- Western Asset Mgmt Company, LLC1 commitment
- Causeway1 commitment
Relationship network
23 connected entities5 observed commitments2 repeat counterparties4 dated commitments shown here, 2023 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
- Non-interest-bearing cash 3.0%
- Common/collective trusts 34.2%
- Registered investment companies 39.2%
- Real estate (other than employer real property) 21.1%
Consultants and advisers
- Western Asset Mgmt Company, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Blackrock Institutional Trust Co,na Investment adviser (plan)through Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2024 Form 5500
+5 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
- Blackrock Institutional Trust Company, N.A.2 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC1 row, latest Dec 31, 2023
- Causeway1 row, latest Dec 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Causewayplan years
+1 more Schedule C manager
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 endedinferenceCalportland Company Defined Benefit Pension Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Western Asset US Core Plus LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCalportland Company Defined Benefit Pension Plan no longer reports Principal/causeway International Va (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Principal/causeway International Vaaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCalportland Company Defined Benefit Pension Plan no longer reports NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde) (last held $20M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedWestern Asset Management Co., LLC appears on Calportland Company Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAlliant Insurance Serivces, Inc. no longer appears on Calportland Company Defined Benefit Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Alliantaskebsa.dol.gov
+5 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 | US Long Credit Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | US Long Credit Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $19.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Western Asset US Core Plus LLC103 12 ie | Western Asset Mgmt Company, LLC | Fixed income | $7.3M held | Disclosed holding | askebsa.dol.gov |
+2 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 | 825 | $96.8M | $106M | 91.9% | $35.0M | Not disclosed | Not disclosed | $7.4M |
| 2023 to Dec 31, 2023 | 239 | $34.5M | $43.9M | 86.4% | $96.9M | Not disclosed | Not disclosed | $8.8M |
- K&l Gates LLP codes 29 50 $55,302 PY2024
- US Bank codes 21 25 28 50 $38,286 PY2024
- Western Asset Management Co., LLC codes 27 28 50 51 $11,769 PY2024
+13 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Calportland Company Defined Benefit Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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 ended2024-12-31source on record
+7 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
+13 connections on the graph
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