Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.
Corporate pension, based in Bedford, New Hampshire, for 559 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Gallagher Benefit Services, Inc. appears on Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.'s Schedule C as investment manager (plan year 2025 vs 2024).
2 more advisers
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- Prudential Short-Term1 commitment
- Agilis Long Credit Fund1 commitment
- Empower Annuity Insurance Company1 commitment
- Agilis Partners LLC1 commitment
Relationship network
15 connected entities2 observed commitmentscommitments 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.
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›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
- Non-interest-bearing cash 30.0%
- Insurance company general account 0.3%
- Common/collective trusts 48.1%
- Pooled separate accounts 16.5%
Consultants and advisers
- Gallagher Fiduciary Advisors Actuarythrough Dec 31, 2025 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2025 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2025 Form 5500
+2 more consultants and advisers 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
- Empower Annuity Insurance Company1 row, latest Dec 31, 2024
- Agilis Partners LLC1 row, latest Dec 31, 2024
- Agilis Partners LLCplan years
- Empower Annuity Insurance Companyplan years
What changed
- Dec 31, 2025Manager relationship startedGallagher Benefit Services, Inc. appears on Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.'s Schedule C as investment manager (plan year 2025 vs 2024)with Gallagher Fiduciary Advisorsaskebsa.dol.gov
- Dec 31, 2025Assets changedPension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. total assets $67M -> $0 (-100.0%, 2024-12-31 to 2025-12-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Agilis Long Credit Fundcollective trust | Agilis Partners LLC | Private credit | $32.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 559 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 582 | $68.8M | $67.3M | 102.2% | $66.7M | Not disclosed | Not disclosed | Not disclosed |
- Gallagher Benefit Services, Inc. codes 11 15 27 28 50 $301,519 PY2025
- Agilis Partners LLC codes 11 15 27 28 50 $104,174 PY2025
- Principal codes 21 50 64 65 $46,228 PY2025
+11 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: assets.
Record history
- Manager relationship started2025-12-31source on record
- Total assets changed2025-12-31source 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
+8 connections on the graph
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