Imasco Holdings Group Inc and Participating Affiliates Retirement Plan
Corporate pension, based in Wilmington, Delaware, reporting $42.6M in assets, for 899 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Cbiz, Inc. no longer appears on Imasco Holdings Group Inc and Participating Affiliates Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser, 7 more commitments and 2 more dated events
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- GS Ct Inter Duration Credit Fund3 commitments
- GS Ct Long Duration Credit Fund3 commitments
- AB Glbl Strat Core Eqt Col Tst2 commitments
- Goldman Sachs Trust Company8 commitments
- Alliancebernstein L.P.2 commitments
Relationship network
21 connected entities10 observed commitments6 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 1.3%
- Common/collective trusts 98.7%
Consultants and advisers
- Cbiz Investment adviser (plan)through Dec 31, 2023 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough 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
- Goldman Sachs Trust Company8 rows, latest Dec 31, 2024
- Alliancebernstein L.P.2 rows, latest Dec 31, 2023
- Alliancebernstein L.P.plan years
- Goldman Sachs Asset Managementplan years 2022
What changed
- Dec 31, 2024Holding endedinferenceImasco Holdings Group Inc and Participating Affiliates Retirement Plan no longer reports GS Ct Long Treasury Strips Fund (Goldman Sachs Trust Company) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Goldman Sachs Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceImasco Holdings Group Inc and Participating Affiliates Retirement Plan no longer reports AB Glbl Strat Core Eqt Col Tst (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with AB Glbl Strat Core Eqt Col Tstaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCbiz, Inc. no longer appears on Imasco Holdings Group Inc and Participating Affiliates Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Cbizaskebsa.dol.gov
- Jan 1, 2024Funded status changedImasco Holdings Group Inc and Participating Affiliates Retirement Plan funded ratio 94.0% -> 104.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceCbiz, Inc. appears on Imasco Holdings Group Inc and Participating Affiliates Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Cbizaskebsa.dol.gov
+2 more dated events
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 Dec 31, 2024 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $24.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $17.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | AB Glbl Strat Core Eqt Col Tstcollective trust | Alliancebernstein L.P. | Pooled vehicles | $8.8M held | Disclosed holding | askebsa.dol.gov |
+7 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 899 | $46.7M | $46.1M | 104.3% | $42.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 924 | $43.4M | $50.0M | 94.0% | $44.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,413 | $61.3M | $53.2M | 108.9% | $43.4M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting Inc. codes 11 13 50 65 $656,068 PY2024
- Goldman Sachs Asset Management codes 28 50 51 $87,942 PY2024
- Morgan Lewis & Bockius LLP codes 29 50 $79,612 PY2024
+28 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Imasco Holdings Group Inc and Participating Affiliates Retirement Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+4 more changes 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
+7 connections on the graph
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