PHH Corporation Pension Plan
Corporate pension, based in West Palm Beach, Florida, reporting $20.1M in assets, for 771 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, PHH Corporation Pension Plan first reports an interest in International Stock Fund: $369,732 at 2024-12-31.
13 more commitments and 4 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- Small Cap Growth/emerald3 commitments
- Prudential Short-Term3 commitments
- Small Cap Value/integrity3 commitments
- Empower Annuity Insurance Company4 commitments
- Prudential3 commitments
- Pgim, Inc.1 commitment
Relationship network
25 connected entities16 observed commitments7 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
- Common/collective trusts 38.9%
- Pooled separate accounts 23.2%
- Registered investment companies 33.0%
Consultants and advisers
- Wealthspire Retirement Advisory General consultantthrough Dec 31, 2022 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company4 rows, latest Dec 31, 2024
- Prudential3 rows, latest Dec 31, 2023
- Pgim, Inc.1 row, latest Dec 31, 2024
- Empower Annuity Insurance Companyplan years
- Pgim, Inc.plan years
- Prudentialplan years
What changed
- Dec 31, 2024Holding startedPHH Corporation Pension Plan first reports an interest in International Stock Fund: $369,732 at 2024-12-31with International Stock Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedPHH Corporation Pension Plan first reports an interest in Pgim Total Return Bond Fund: $7M at 2024-12-31with Pgim Total Return Bond Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferencePHH Corporation Pension Plan no longer reports Prudential Total Return Bondsa (Prudential Retirement & Annuity Ins) (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Assets changedPHH Corporation Pension Plan total assets $40M -> $20M (-49.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPHH Corporation Pension Plan funded ratio 98.7% -> 103.7% (2023-01-01 to 2024-01-01)
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Pgim Total Return Bond Fundcollective trust | Pgim, Inc. | Fixed income | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Stock Fundcollective trust | Great Gray Trust Company | Public equity | $369,732 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Growth/emeraldseparate account | Empower Annuity Insurance Company | Public equity | $204,665 held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 771 | $39.6M | $39.0M | 103.7% | $20.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 714 | $37.5M | $40.8M | 98.7% | $39.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 715 | $48.6M | $38.8M | 113.3% | $36.4M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 $263,252 PY2024
- Baker Tilly US LLP codes 10 $26,985 PY2024
- NFP Retirement Inc codes 16 $20,000 PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
PHH Corporation Pension Plan sits on 7 traced paths of capital across the graphs.
DFX traced 7 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 started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+6 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
+6 connections on the graph
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