Aleris Cash Balance Plan
Corporate pension, based in Atlanta, Georgia, reporting $19.2M in assets, for 510 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Mercer Consulting no longer appears on Aleris Cash Balance Plan's Schedule C as general consultant (plan year 2023 vs 2022).
4 more advisers, 31 more commitments and 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Erisa Hedge Fund Investors3 commitments
- Mercer Active Long Corporate Fixed3 commitments
- Mercer Core Fixed Income Portfolio3 commitments
- Mercer Investments LLC34 commitments
Relationship network
35 connected entities34 observed commitments12 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 1.4%
- Common/collective trusts 98.6%
Consultants and advisers
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Blackrock General consultantthrough Dec 31, 2022 Form 5500
- JP Morhan Chase and Co. Pension consultantthrough Dec 31, 2022 Form 5500
+4 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
- Mercer Investments LLC34 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years
- Mercer Investments LLCplan years 2022
What changed
- Dec 31, 2023Holding endedinferenceAleris Cash Balance Plan no longer reports Mercer US Large Cap Equity (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Mercer US Large Cap Equityaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMercer Consulting no longer appears on Aleris Cash Balance Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP Morhan Chase and Co. no longer appears on Aleris Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morhan Chase and Co.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceWells Fargo no longer appears on Aleris Cash Balance Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Blackrockaskebsa.dol.gov
- Jan 1, 2023Funded status changedAleris Cash Balance Plan funded ratio 113.9% -> 105.8% (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
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Erisa Hedge Fund Investorscollective trust | Mercer Investments LLC | Hedge / diversifiers | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Core Fixed Income Portfoliocollective trust | Mercer Investments LLC | Fixed income | $8.1M held | Disclosed holding | askebsa.dol.gov |
+31 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 | 510 | $20.8M | $21.5M | 106.8% | $19.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 529 | $22.3M | $23.2M | 105.8% | $20.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 555 | $30.3M | $25.0M | 114.0% | $22.3M | $0 | Not disclosed | Not disclosed |
- Mercer Investments LLC codes 51 52 $71,803 PY2024
- AON Hewitt Services codes 16 50 $61,732 PY2024
- Frazier & Deeter LLC codes 10 50 $15,000 PY2024
+53 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
Aleris Cash Balance Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 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 ended2023-12-31source on record
- Consultant changed2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+3 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
+10 connections on the graph
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