Cibc World Markets Retirement Plan for U.S. Employees
Corporate pension, based in NEW York, New York, reporting $111M in assets, for 1,276 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson US LLC appears on Cibc World Markets Retirement Plan for U.S. Employees's Schedule C as pension consultant (plan year 2024 vs 2023).
8 more commitments and 1 more dated event
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- Long Term Govt Bond Index Fund3 commitments
- Long Term Credit Bond Index Fund3 commitments
- Collective Trust Government Stif3 commitments
- Blackrock Institutional Trust Company, N.A.5 commitments
- Blackrock Insti. Trust Company, N.A3 commitments
- BNY Mellon3 commitments
Relationship network
17 connected entities11 observed commitments7 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.
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 0.1%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 80.0%
- Registered investment companies 19.9%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Oct 31, 2025 Form 5500
- Mercer Actuarythrough Oct 31, 2023 Form 5500
- Bank of New York Mellon Trusteethrough Oct 31, 2023 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.5 rows, latest Oct 31, 2025
- Blackrock Insti. Trust Company, N.A3 rows, latest Oct 31, 2025
- BNY Mellon3 rows, latest Oct 31, 2025
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
What changed
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US LLC appears on Cibc World Markets Retirement Plan for U.S. Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Nov 1, 2024Funded status changedCibc World Markets Retirement Plan for U.S. Employees funded ratio 100.8% -> 98.0% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedCibc World Markets Retirement Plan for U.S. Employees plan assets $94M -> $109M (+15.9%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Holding startedCibc World Markets Retirement Plan for U.S. Employees first reports an interest in INT Govt/corp Bond Indexed: $23M at 2024-10-31with INT Govt/corp Bond Indexedaskebsa.dol.gov
- Oct 31, 2024Assets changedCibc World Markets Retirement Plan for U.S. Employees total assets $94M -> $109M (+15.9%, 2023-10-31 to 2024-10-31)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | INT Govt/corp Bond Indexedcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $23.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Long Term Credit Bond Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $50.4M held | Disclosed holding | askebsa.dol.gov |
+8 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 Oct 31, 2025 | 1,276 | $109M | $93.2M | 98.0% | $111M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,303 | $93.7M | $96.4M | 100.8% | $109M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,332 | $94.9M | $95.4M | 103.5% | $93.7M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 17 27 50 51 $53,000 PY2024
- The Bank of New York Mellon codes 21 50 $49,988 PY2024
- Mercer codes 11 17 27 50 51 $45,361 PY2024
+24 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
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-11-01source on record
- Total assets changed2024-11-01source on record
+3 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.