Retirement Plan for Salaried Employees of Rayonier Inc.
Corporate pension, based in Wildlight, Florida, for 517 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2024, Retirement Plan for Salaried Employees of Rayonier Inc. total assets $55M -> $0 (-100.0%, 2023-12-31 to 2024-09-30).
2 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- Fidelity 500 Index2 commitments
- Massmutual US Govt Mny Mkt R51 commitment
- Long Duration Bond (empower)1 commitment
- Allspring Global Investments Holdin1 commitment
- Pimco1 commitment
- Vanguard1 commitment
Relationship network
33 connected entities5 observed commitments1 repeat counterparty4 dated commitments shown here, 2022 to 2023
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
- Pooled separate accounts 100.0%
Consultants and advisers
- Wealthspire Retirement Advisory Investment adviser (plan)through Dec 31, 2023 Form 5500
- Empower Annuity Insurance Company Actuarythrough Dec 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Allspring Global Investments Holdin1 row, latest Dec 31, 2023
- Pimco1 row, latest Dec 31, 2022
- Vanguard1 row, latest Dec 31, 2022
- Allspring Global Investments Holdinplan years
- Pimcoplan years
- Vanguardplan years
What changed
- Sep 30, 2024Assets changedRetirement Plan for Salaried Employees of Rayonier Inc. total assets $55M -> $0 (-100.0%, 2023-12-31 to 2024-09-30)
- Dec 31, 2023Holding endedinferenceRetirement Plan for Salaried Employees of Rayonier Inc. no longer reports Long Duration Bond (empower) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)with Long Duration Bond (empower)askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Salaried Employees of Rayonier Inc. no longer reports Massmutual US Govt Mny Mkt R5 (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Massmutual US Govt Mny Mkt R5askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Salaried Employees of Rayonier Inc. no longer reports Massmutual Mid Cap Growth I (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Massmutual Mid Cap Growth Iaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceNFP Retirement appears on Retirement Plan for Salaried Employees of Rayonier Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wealthspire Retirement Advisoryaskebsa.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, 2023 | Fidelity 500 Indexseparate account | Allspring Global Investments Holdin | Pooled vehicles | $570,875 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual US Govt Mny Mkt R5separate account | Pimco | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Long Duration Bond (empower)separate account | Empower Annuity Insurance Company of America | Fixed income | $19.7M 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.
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 Sep 30, 2024 | 517 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 618 | $62.8M | $66.3M | 94.7% | $54.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 627 | $85.1M | $65.5M | 130.0% | $62.8M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 11 $262,173 PY2024
- NFP Retirement codes 27 $54,571 PY2024
- Empower Annuity Insurance Company codes 64 $20,654 PY2024
+51 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: assets.
Retirement Plan for Salaried Employees of Rayonier Inc. sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Total assets changed2024-09-30source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source 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
+7 connections on the graph
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