Bcom3 Cash Balance Plan
Corporate pension, based in Chicago, Illinois, reporting $136M in assets, for 2,335 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, AON Consulting, Inc. (nj) appears on Bcom3 Cash Balance Plan's Schedule C as pension consultant (plan year 2023 vs 2022).
2 more advisers, 1 more manager and 23 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- AON Long Government Bond Index Fund3 commitments
- AON Enhanced Liability Driven Inves3 commitments
- Russell All Cap Index Fund3 commitments
- AON Trust Company LLC14 commitments
- AON Hewitt Investment Consulting, I6 commitments
- State Street Bank & Trust Company3 commitments
Relationship network
36 connected entities26 observed commitments14 repeat counterparties25 dated commitments shown here, 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 98.9%
Consultants and advisers
- AON Investments USA Inc Pension consultantInvestment adviser (plan)Actuarythrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2023 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
- AON Trust Company LLC14 rows, latest Dec 31, 2024
- AON Hewitt Investment Consulting, I6 rows, latest Dec 31, 2024
- State Street Bank & Trust Company3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- State Street Bank & Trust Companyplan years
What changed
- Dec 31, 2023Holding startedBcom3 Cash Balance Plan first reports an interest in AON Mid Duration Long Credit Bond F (AON Trust Company LLC): $37M at 2023-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAON Consulting, Inc. (nj) appears on Bcom3 Cash Balance Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Aonaskebsa.dol.gov
- Jan 1, 2023Funded status changedBcom3 Cash Balance Plan funded ratio 120.4% -> 100.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBcom3 Cash Balance Plan plan assets $191M -> $139M (-27.3%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON Long Government Bond Index Fundcollective trust | AON Trust Company LLC | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Enhanced Liability Driven Invescollective trust | AON Trust Company LLC | Pooled vehicles | $19.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Mid Duration Long Credit Bond Fcollective trust | AON Trust Company LLC | Private credit | $25.0M held | Disclosed holding | askebsa.dol.gov |
+23 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 | 2,335 | $140M | $142M | 101.3% | $136M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,378 | $139M | $144M | 100.0% | $140M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,459 | $191M | $145M | 120.4% | $139M | Not disclosed | Not disclosed | Not disclosed |
- Telus Health (US) Ltd codes 15 64 $578,006 PY2024
- AON Investments USA Inc. codes 17 50 $248,862 PY2024
- AON Consulting, Inc. (nj) codes 11 17 50 $156,667 PY2024
+47 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
Bcom3 Cash Balance Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 started2023-12-31source on record
- Consultant changed2023-12-31source 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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.