United Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust
Corporate pension, based in Maple Grove, Minnesota, reporting $9.7M in assets, for 225 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, United Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust total assets $11M -> $10M (-12.1%, 2023-12-31 to 2024-12-31).
3 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- Wtc-Cif II Smid Cap Research Equity3 commitments
- L&g Global Core Infrastructure Nl3 commitments
- Wellington Trust Company, Na3 commitments
- Legal & General Inv Mgmt America3 commitments
Relationship network
12 connected entities6 observed commitments4 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
- Interest-bearing cash 1.9%
- Common/collective trusts 14.3%
- Registered investment companies 83.8%
Consultants and advisers
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
- Legal & General Inv Mgmt America3 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years 2022
What changed
- Dec 31, 2024Assets changedUnited Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust total assets $11M -> $10M (-12.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedUnited Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust plan assets $12M -> $11M (-13.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedUnited Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust total assets $12M -> $11M (-11.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedUnited Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust funded ratio 110.2% -> 93.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUnited Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust plan assets $18M -> $12M (-30.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Wtc-Cif II Smid Cap Research Equitycollective trust | Wellington Trust Company, Na | Public equity | $368,014 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L&g Global Core Infrastructure Nlcollective trust | Legal & General Inv Mgmt America | Infrastructure | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II Smid Cap Research Equitycollective trust | Wellington Trust Company, Na | Public equity | $383,025 held | Disclosed holding | askebsa.dol.gov |
+3 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 | 225 | $10.7M | $11.4M | 94.8% | $9.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 291 | $12.5M | $13.5M | 93.3% | $11.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 311 | $18.0M | $13.9M | 110.2% | $12.5M | Not disclosed | Not disclosed | Not disclosed |
- Mercer Investments LLC codes 28 50 $47,100 PY2024
- Deloitte Consulting LLP codes 11 50 $19,135 PY2024
- US Bank National Association codes 12 21 50 $10,464 PY2024
+17 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-12-31source on record
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
+2 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
+4 connections on the graph
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