Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan
Corporate pension, based in Boston, Massachusetts, reporting $21.6M in assets, for 125 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2024, Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan funded ratio 108.9% -> 111.1% (2023-04-02 to 2024-03-31).
Capital path
who backs this record, through what, into what; each name opens its own path- AB Global Strategic Core Equity Ct3 commitments
- Alliance Bernstein, L.P.3 commitments
Relationship network
5 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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.
- 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 0.0%
- Non-interest-bearing cash 0.3%
- Common/collective trusts 12.6%
- Registered investment companies 72.4%
Consultants and advisers
- Alliance Bernstein, L.P. Investment adviser (plan)through Apr 1, 2023 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Apr 1, 2023 Form 5500
People
Manager roster
- Alliance Bernstein, L.P.3 rows, latest Mar 29, 2025
What changed
- Mar 31, 2024Funded status changedMintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan funded ratio 108.9% -> 111.1% (2023-04-02 to 2024-03-31)
- Mar 31, 2024Assets changedMintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan plan assets $17M -> $20M (+19.1%, 2023-04-02 to 2024-03-31)
- Mar 30, 2024Assets changedMintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan total assets $17M -> $20M (+19.1%, 2023-04-01 to 2024-03-30)
- Apr 2, 2023Funded status changedMintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan funded ratio 120.1% -> 108.9% (2022-04-03 to 2023-04-02)
- Apr 2, 2023Assets changedMintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan plan assets $15M -> $17M (+10.7%, 2022-04-03 to 2023-04-02)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 29, 2025 | AB Global Strategic Core Equity Ctcollective trust | Alliance Bernstein, L.P. | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 30, 2024 | AB Global Strategic Core Equity Ctcollective trust | Alliance Bernstein, L.P. | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 1, 2023 | AB Global Strategic Core Equity Ctcollective trust | Alliance Bernstein, L.P. | Public equity | $1.9M 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 29, 2025 | 125 | $20.2M | $18.2M | 111.1% | $21.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 30, 2024 | 124 | $17.0M | $15.6M | 108.8% | $20.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 1, 2023 | 134 | $15.4M | $12.8M | 120.1% | $17.0M | Not disclosed | Not disclosed | Not disclosed |
- Alliance Bernstein LP codes 27 28 50 $27,028 PY2024
- Alliancebernsteincollective Invt Tr Sched. D C $2.7M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
+6 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
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance 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.
Checking your plan…
Record history
- Funded status changed2024-03-31source on record
- Total assets changed2024-03-31source on record
- Total assets changed2024-03-30source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.