Bemis Hourly Retirement Plan
Corporate pension, based in Oshkosh, Wisconsin, reporting $99.1M in assets, for 2,274 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Bemis Hourly Retirement Plan first reports an interest in Treasury U.S. 5 Year Key Rate Durat: $2M at 2023-12-31.
3 more advisers, 3 more managers and 26 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- Treasury US 10 Yr Key Rate Duration3 commitments
- Treasury US 15 Yr Key Rate Duration3 commitments
- Treasury U.S. 20 Year Key Rate Dura3 commitments
- Towers Watson Investment Services,9 commitments
- Blackrock Institutional Trust6 commitments
- Blackrock6 commitments
Relationship network
36 connected entities29 observed commitments16 repeat counterparties23 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 97.4%
- Registered investment companies 0.8%
Consultants and advisers
- Towers Watson Investment Services, Pension consultantthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Compa Trusteethrough Dec 31, 2024 Form 5500
- Blackrock Trusteethrough Dec 31, 2023 Form 5500
+3 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
- Towers Watson Investment Services,9 rows, latest Dec 31, 2024
- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
- Blackrock6 rows, latest Dec 31, 2024
+3 more managers 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.
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Northern Trust Co.plan years 2023
What changed
- Dec 31, 2023Holding startedBemis Hourly Retirement Plan first reports an interest in Treasury U.S. 5 Year Key Rate Durat: $2M at 2023-12-31with Treasury U.S. 5 Year Key Rate Durataskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBlackrock Inst. Trust Company N.A appears on Bemis Hourly Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrockaskebsa.dol.gov
- Jan 1, 2023Funded status changedBemis Hourly Retirement Plan funded ratio 106.2% -> 79.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBemis Hourly Retirement Plan plan assets $139M -> $97M (-30.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury US 10 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury US 15 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $4.0M held | Disclosed holding | askebsa.dol.gov |
+26 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 | 2,274 | $101M | $138M | 80.5% | $99.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,307 | $96.6M | $134M | 79.6% | $101M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,384 | $139M | $128M | 106.2% | $96.6M | Not disclosed | $0 | Not disclosed |
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $161,718 PY2024
- Towers Watson Investment Svc Inc. codes 17 50 $119,372 PY2024
- Willis Towers Watson US LLC codes 11 17 50 $44,763 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Bemis Hourly Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Manager relationship started2023-12-31source 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
+10 connections on the graph
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