Cb&i Pension Plan for Clive Shop Employees
Corporate pension, based in The Woodlands, Texas, reporting $7.3M in assets, for 145 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mercer appears on Cb&i Pension Plan for Clive Shop Employees's Schedule C as general consultant (plan year 2024 vs 2023).
21 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Large Cap Value/wellington3 commitments
- Small Cap Growth/timessquare3 commitments
- Small Cap Value/kennedy Capit3 commitments
- Empower Annuity Insurance Company8 commitments
Relationship network
28 connected entities24 observed commitments9 repeat counterparties14 dated commitments shown here, 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
- Insurance company general account 3.6%
- Pooled separate accounts 96.4%
Consultants and advisers
People
Manager roster
- Empower Annuity Insurance Company8 rows, latest Dec 31, 2024
- Empower Annuity Insurance Companyplan years
What changed
- Dec 31, 2024Holding endedinferenceCb&i Pension Plan for Clive Shop Employees no longer reports Core Bond / Pgim Fund (Prudential Retirement & Annuity Ins) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding startedCb&i Pension Plan for Clive Shop Employees first reports an interest in Core Plus Bond / Pgim Fund (Prudential Retirement & Annuity Ins): $2M at 2024-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMercer appears on Cb&i Pension Plan for Clive Shop Employees's Schedule C as general consultant (plan year 2024 vs 2023)with Merceraskebsa.dol.gov
- Jan 1, 2023Funded status changedCb&i Pension Plan for Clive Shop Employees funded ratio 118.5% -> 100.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCb&i Pension Plan for Clive Shop Employees plan assets $8M -> $7M (-20.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Core Plus Bond / Pgim Fundseparate account | Empower Annuity Insurance Company | Fixed income | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Value/wellingtonseparate account | Empower Annuity Insurance Company | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Growth/timessquareseparate account | Empower Annuity Insurance Company | Public equity | $355,564 held | Disclosed holding | askebsa.dol.gov |
+21 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 | 145 | $7.1M | $7.4M | 100.3% | $7.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 137 | $6.7M | $7.2M | 100.0% | $7.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 138 | $8.4M | $7.1M | 118.5% | $6.5M | Not disclosed | Not disclosed | Not disclosed |
- Mercer codes 16 27 $67,359 PY2024
- Empower Annuity Insurance Company codes 13 $52,626 PY2024
- Calvetti Ferguson codes 10 $13,000 PY2024
+34 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Cb&i Pension Plan for Clive Shop Employees 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
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Consultant changed2024-12-31source 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
+5 connections on the graph
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