Wcirb of California Retirement Plan
Corporate pension, based in SAN Francisco, California, reporting $71.3M in assets, for 329 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Wcirb of California Retirement Plan no longer reports Long Duration Bond/ir&m Fund (Prudential Retirement & Annuity Ins) (last held $11M at 2023-12-31; absent from the 2024-12-31 filing).
20 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- Real Estate/cohen&steers Fund3 commitments
- Mid Growth / Westfield Capital3 commitments
- Large Cap Growth/jp Morgan3 commitments
- Empower Annuity Insurance Company7 commitments
- Prudential4 commitments
Relationship network
20 connected entities23 observed commitments10 repeat counterparties17 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
- Pooled separate accounts 59.3%
- Registered investment companies 40.7%
Consultants and advisers
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company7 rows, latest Dec 31, 2024
- Prudential4 rows, latest Dec 31, 2023
- Empower Annuity Insurance Companyplan years
- Prudentialplan years
What changed
- Dec 31, 2024Holding endedinferenceWcirb of California Retirement Plan no longer reports Long Duration Bond/ir&m Fund (Prudential Retirement & Annuity Ins) (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2023Funded status changedWcirb of California Retirement Plan funded ratio 89.9% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWcirb of California Retirement Plan plan assets $86M -> $62M (-28.0%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Real Estate/cohen&steers Fundseparate account | Empower Annuity Insurance Company | Real estate | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mid Growth / Westfield Capitalseparate account | Empower Annuity Insurance Company | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Growth/jp Morganseparate account | Empower Annuity Insurance Company | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov |
+20 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 | 329 | $67.8M | $53.0M | 80.0% | $71.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 315 | $61.7M | $51.7M | 80.0% | $67.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 327 | $85.8M | $55.0M | 89.9% | $61.7M | Not disclosed | Not disclosed | Not disclosed |
- MID Growth / Westfield Capital Sched. D P $1.5M PY2024
- Large Cap Growth/jp Morgan Sched. D P $5.3M PY2024
- Small Cap Value/kennedy Capital Sched. D P $1.5M 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
- Holding in a pooled vehicle ended2024-12-31source 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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.