Retirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP
Corporate pension, based in Boston, Massachusetts, reporting $230M in assets, for 367 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Retirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP plan assets $193M -> $214M (+11.0%, 2023-01-01 to 2024-01-01).
Relationship network
6 connected entities
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
- 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
- Partnership/joint venture interests 60.1%
- Registered investment companies 34.1%
- Common stock 5.1%
Consultants and advisers
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Security Capital Research & Mgmtplan years 2024
- Security Capital Research & Managemplan years 2023
- Select Equity Groupplan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Assets changedRetirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP plan assets $193M -> $214M (+11.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP total assets $193M -> $214M (+11.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedRetirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP plan assets $253M -> $193M (-23.7%, 2022-01-01 to 2023-01-01)
Commitments
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 | 367 | $214M | $214M | 100.3% | $230M | $138M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 356 | $193M | $193M | 100.1% | $214M | $125M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 354 | $253M | $249M | 101.7% | $193M | $115M | Not disclosed | Not disclosed |
- Select Equity Group codes 51 $109,433 PY2024
- Security Capital Research & Managem codes 51 $13,690 PY2024
- Mercer codes 11 PY2024
+5 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
Not yet on record: fund commitments.
Record history
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
- Total assets changed2023-01-01source on record
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.