Communications Workers of America Plan for Employees' Pensions
Corporate pension, based in Washington, District of Columbia, reporting $129M in assets, for 583 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Communications Workers of America Plan for Employees' Pensions first reports an interest in Fixed Income Group Trust: $29M at 2024-12-31.
4 more commitments and 1 more dated event
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- Multi-Employer Property Trust3 commitments
- Equity Group Trust2 commitments
- Fixed Income Group Trust1 commitment
- Segal Advisors, Inc.4 commitments
- NEW Tower Trust Company3 commitments
Relationship network
18 connected entities7 observed commitments5 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 2.4%
- Other investments 0.9%
- Partnership/joint venture interests 18.1%
- 103-12 investment entities 68.2%
- Common/collective trusts 5.0%
- Registered investment companies 0.3%
- Common stock 4.9%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
- Truist Bank Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Segal Advisors, Inc.4 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Segal Advisors, Inc.plan years
- Newtower Trust Companyplan years 2022
- American Realty Advisorsplan years 2022
What changed
- Dec 31, 2024Holding startedCommunications Workers of America Plan for Employees' Pensions first reports an interest in Fixed Income Group Trust: $29M at 2024-12-31with Fixed Income Group Trustaskebsa.dol.gov
- Jan 1, 2024Funded status changedCommunications Workers of America Plan for Employees' Pensions funded ratio 91.8% -> 100.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceCommunications Workers of America Plan for Employees' Pensions no longer reports Equity Group Trust (last held $19M at 2022-12-31; absent from the 2023-12-31 filing)with Fixed Income Group Trustaskebsa.dol.gov
- Dec 31, 2023Holding startedCommunications Workers of America Plan for Employees' Pensions first reports an interest in Equity Group Trust: $24M at 2023-12-31with Equity Group Trustaskebsa.dol.gov
- Jan 1, 2023Funded status changedCommunications Workers of America Plan for Employees' Pensions funded ratio 113.8% -> 91.8% (2022-01-01 to 2023-01-01)
+1 more dated event
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 | Fixed Income Group Trust103 12 ie | Segal Advisors, Inc. | Fixed income | $29.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Equity Group Trust103 12 ie | Segal Advisors, Inc. | Public equity | $59.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $6.5M held | Disclosed holding | askebsa.dol.gov |
+4 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 | 583 | $125M | $125M | 100.3% | $129M | $23.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 609 | $121M | $132M | 91.8% | $125M | $25.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 676 | $166M | $145M | 113.8% | $121M | $27.9M | Not disclosed | Not disclosed |
- Segal Marco Advisors, Inc. codes 27 $116,000 PY2024
- Cheiron, Inc. codes 11 17 50 $73,488 PY2024
- American Realty Advisors codes 28 51 $64,583 PY2024
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Communications Workers of America Plan for Employees' Pensions sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+3 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
+7 connections on the graph
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