Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees
Corporate pension, based in Portage, Michigan, reporting $33.7M in assets, for 801 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees first reports an interest in L&g Liability Treasury Cit Fund (Legal and General): $1M at 2024-12-31.
9 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- NT Collective Short Term Investment3 commitments
- NT Collective Russell 3000 Index Fd3 commitments
- L&g Liability Treasury Cit Fund1 commitment
- Legal and General6 commitments
- Northern Trust Investments, Inc.6 commitments
Relationship network
22 connected entities12 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 95.2%
- Registered investment companies 4.8%
Consultants and advisers
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Legal and General6 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.6 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding startedHowmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees first reports an interest in L&g Liability Treasury Cit Fund (Legal and General): $1M at 2024-12-31with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Holding startedHowmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees first reports an interest in L&g Liability Corp Cit Fund (Legal and General): $19M at 2024-12-31with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Holding startedHowmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees first reports an interest in Long Liability Corporate Cit Fund (Legal and General): $5M at 2024-12-31with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Holding startedHowmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees first reports an interest in L&g Liability Treasury 3x Cit Fund (Legal and General): $3M at 2024-12-31with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Holding startedHowmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees first reports an interest in Long Liability Treasurey2x Cit Fund (Legal and General): $97,129 at 2024-12-31with Legal and Generalaskebsa.dol.gov
+4 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 Dec 31, 2024 | L&g Liability Treasury Cit Fundcollective trust | Legal and General | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $516,730 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Russell 3000 Index Fdcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 801 | $35.6M | $37.5M | 101.4% | $33.7M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 820 | $34.2M | $38.9M | 96.7% | $35.6M | $12.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 842 | $46.8M | $38.9M | 114.6% | $34.2M | $11.5M | Not disclosed | Not disclosed |
- Northern Trust Company codes 21 28 50 52 68 99 $58,158 PY2024
- Ernst & Young US LLP codes 10 50 $36,900 PY2024
- Willis Towers Watson US LLC codes 11 15 50 $6,500 PY2024
+17 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
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 started2024-12-31source 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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.