American Postal Workers Union Health Plan Management Staff Pension Plan
Corporate pension, based in Elkridge, Maryland, reporting $27.3M in assets, for 173 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, American Postal Workers Union Health Plan Management Staff Pension Plan funded ratio 105.6% -> 108.7% (2023-01-01 to 2024-01-01).
1 more adviser and 3 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- Equity Group Trust3 commitments
- Fixed Income Group Trust3 commitments
- Marco Consulting6 commitments
Relationship network
14 connected entities6 observed commitments4 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 0.5%
- Non-interest-bearing cash 8.7%
- Partnership/joint venture interests 8.2%
- 103-12 investment entities 27.7%
- Registered investment companies 54.8%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough 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
- Marco Consulting6 rows, latest Dec 31, 2024
- Marco Consultingplan years
- American Realty Advisorsplan years 2022
What changed
- Jan 1, 2024Funded status changedAmerican Postal Workers Union Health Plan Management Staff Pension Plan funded ratio 105.6% -> 108.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAmerican Postal Workers Union Health Plan Management Staff Pension Plan funded ratio 118.0% -> 105.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican Postal Workers Union Health Plan Management Staff Pension Plan plan assets $33M -> $28M (-14.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Equity Group Trust103 12 ie | Marco Consulting | Public equity | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fixed Income Group Trust103 12 ie | Marco Consulting | Fixed income | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Equity Group Trust103 12 ie | Marco Consulting | Public equity | $3.5M held | Disclosed holding | askebsa.dol.gov |
+3 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 | 173 | $29.2M | $28.1M | 108.7% | $27.3M | $2.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 167 | $28.2M | $28.2M | 105.6% | $29.2M | $3.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 167 | $32.9M | $26.7M | 118.0% | $28.3M | $4.8M | Not disclosed | Not disclosed |
- Willistowerswatson codes 11 17 50 $59,742 PY2024
- Segal Marco Advisors codes 27 31 50 $44,833 PY2024
- Withumsmith+brown, PC codes 10 50 $32,240 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
American Postal Workers Union Health Plan Management Staff Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source 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
+7 connections on the graph
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