Aleris Retirement Plan for Bargained Employees
Corporate pension, based in Atlanta, Georgia, reporting $3.6M in assets, for 171 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Aleris Retirement Plan for Bargained Employees no longer reports Mercer US Large Cap Equity (last held $279,560 at 2022-12-31; absent from the 2023-12-31 filing).
1 more adviser and 31 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Passive Long Government Fixe3 commitments
- Mercer Global Low Volatility Equity3 commitments
- Mercer Erisa Hedge Fund Investors3 commitments
- Mercer Investments LLC34 commitments
Relationship network
33 connected entities34 observed commitments12 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
- Interest-bearing cash 1.2%
- Common/collective trusts 98.8%
Consultants and advisers
- JP Morgan Chase and Co. Pension consultantthrough Dec 31, 2022 Form 5500
- Aon General consultantthrough Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- Mercer Investments LLC34 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years
- CAP Financialplan years 2022
- Mercer Investments LLCplan years 2022
What changed
- Dec 31, 2023Holding endedinferenceAleris Retirement Plan for Bargained Employees no longer reports Mercer US Large Cap Equity (last held $279,560 at 2022-12-31; absent from the 2023-12-31 filing)with Mercer US Large Cap Equityaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP Morgan Chase and Co. no longer appears on Aleris Retirement Plan for Bargained Employees's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morgan Chase and Co.askebsa.dol.gov
- Jan 1, 2023Funded status changedAleris Retirement Plan for Bargained Employees funded ratio 119.2% -> 101.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAleris Retirement Plan for Bargained Employees plan assets $5M -> $4M (-25.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Investments LLC | Pooled vehicles | $681,232 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Investments LLC | Public equity | $36,307 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Erisa Hedge Fund Investorscollective trust | Mercer Investments LLC | Hedge / diversifiers | $153,344 held | Disclosed holding | askebsa.dol.gov |
+31 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 | 171 | $3.9M | $4.1M | 103.1% | $3.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 173 | $3.9M | $4.2M | 101.9% | $3.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 176 | $5.2M | $4.1M | 119.2% | $3.9M | $0 | Not disclosed | Not disclosed |
- AON Hewitt Services codes 16 50 $19,436 PY2024
- Frazier and Deeter LLC codes 10 50 $15,000 PY2024
- Mercer Investments LLC codes 51 52 $14,950 PY2024
+51 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
Aleris Retirement Plan for Bargained Employees sits on 3 traced paths of capital across the graphs.
DFX traced 3 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 ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.