Alex Lee, Inc. and Affiliates Pension Plan
Corporate pension, based in Hickory, North Carolina, reporting $315M in assets, for 7,698 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Independent Insurance Analysts LLC appears on Alex Lee, Inc. and Affiliates Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
2 more advisers, 19 more commitments and 8 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.
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- Global Real Estate Fund3 commitments
- Multi-Asset Credit Fund3 commitments
- Global Equity Fund3 commitments
- AON Hewitt Investment Consulting, I18 commitments
- Nisa4 commitments
Relationship network
33 connected entities22 observed commitments12 repeat counterpartiescommitments 2023 to 2025
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 1.2%
- Other investments 21.6%
- Partnership/joint venture interests 1.0%
- Common/collective trusts 76.2%
Consultants and advisers
- Independent Insurance Analysts LLC Pension consultantthrough Sep 30, 2025 Form 5500
- Gtcr Fund Xiv/a LP Investment adviser (plan)through Sep 30, 2025 Form 5500
- AON Investments USA Inc Investment adviser (plan)through Sep 30, 2023 Form 5500
+2 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
- AON Hewitt Investment Consulting, I18 rows, latest Sep 30, 2025
- Nisa4 rows, latest Sep 30, 2025
- Nisaplan years
- Westbrook Realty Management Xi, L.Pplan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceIndependent Insurance Analysts LLC appears on Alex Lee, Inc. and Affiliates Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Independent Insurance Analysts LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceGtcr Fund Xiv/a LP appears on Alex Lee, Inc. and Affiliates Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Gtcr Fund Xiv/a LPaskebsa.dol.gov
- Oct 1, 2024Funded status changedAlex Lee, Inc. and Affiliates Pension Plan funded ratio 110.6% -> 104.5% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedAlex Lee, Inc. and Affiliates Pension Plan plan assets $280M -> $326M (+16.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding startedAlex Lee, Inc. and Affiliates Pension Plan first reports an interest in Nisa Ultra Long Treasury Cif: $16M at 2024-09-30with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
+8 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 Sep 30, 2025 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $16.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Global Real Estate Fundcollective trust | AON Hewitt Investment Consulting, I | Real estate | $21.4M held | Disclosed holding | askebsa.dol.gov |
+19 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, 2025 | 7,698 | $326M | $235M | 104.5% | $315M | $3.2M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 7,396 | $280M | $221M | 110.6% | $326M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 7,810 | $288M | $245M | 113.0% | $282M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 15 17 50 $642,653 PY2024
- AON Investments USA Inc. codes 27 51 $441,165 PY2024
- Westbrook Realty Management Xi, L.P codes 28 32 51 $153,197 PY2024
+46 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
Alex Lee, Inc. and Affiliates Pension 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.
Checking your plan…
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-10-01source on record
+10 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.