Waste Isolation Pilot Plant Pension Plan
Corporate pension, based in Carlsbad, New Mexico, reporting $233M in assets, for 1,756 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson no longer appears on Waste Isolation Pilot Plant Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser and 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- NT Collective Govt Short Term Invt3 commitments
- Mercer US Core Real Estate Portfoli3 commitments
- Northern Trust Investments, Inc.3 commitments
- Mercer Investments LLC3 commitments
Relationship network
23 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
- Common/collective trusts 92.9%
Consultants and advisers
- Herronpalmer, LLC Custodianthrough Dec 31, 2024 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Mercer Investments LLC3 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years 2022
What changed
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson no longer appears on Waste Isolation Pilot Plant Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedWaste Isolation Pilot Plant Pension Plan funded ratio 105.2% -> 98.5% (2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $826,181 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Core Real Estate Portfolicollective trust | Mercer Investments LLC | Real estate | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Core Real Estate Portfolicollective trust | Mercer Investments LLC | Real estate | $9.3M 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.
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 | 1,756 | $215M | $219M | 97.4% | $233M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,801 | $203M | $210M | 98.5% | $224M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,656 | $215M | $192M | 105.2% | $207M | Not disclosed | Not disclosed | Not disclosed |
- Mercer codes 28 51 52 $670,549 PY2024
- Willis Towers Watson codes 11 50 70 $231,323 PY2024
- Milliman codes 15 50 64 $149,354 PY2024
+50 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
Waste Isolation Pilot Plant Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Consultant changed2024-12-31source on record
- Funded status changed2023-01-01source on record
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.