Bryce Corporation Pension Plan
Corporate pension, based in Memphis, Tennessee, reporting $22.0M in assets, for 790 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Neuberger Berman U.S. Equity Index no longer appears on Bryce Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers
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Relationship network
10 connected entities
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
- 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 6.4%
- Other investments 26.2%
- Registered investment companies 59.1%
- Common stock 7.7%
Consultants and advisers
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Marquette Associates Inc. General consultantthrough Dec 31, 2022 Form 5500
- The Standard Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Neuberger Bermanplan years 2023
- Eagle Capital Management, LLCplan years 2022
What changed
- Dec 31, 2024Manager relationship endedinferenceNeuberger Berman U.S. Equity Index no longer appears on Bryce Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Neuberger Bermanaskebsa.dol.gov
- Dec 31, 2024Assets changedBryce Corporation Pension Plan total assets $30M -> $22M (-27.5%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedNeuberger Berman U.S. Equity Index appears on Bryce Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Neuberger Bermanaskebsa.dol.gov
- Jan 1, 2023Assets changedBryce Corporation Pension Plan plan assets $40M -> $32M (-19.6%, 2022-01-01 to 2023-01-01)
Commitments
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 | 790 | $30.4M | $37.1M | 80.0% | $22.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 880 | $32.0M | $39.5M | 80.0% | $30.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 891 | $39.7M | $38.7M | 80.4% | $32.0M | Not disclosed | Not disclosed | Not disclosed |
- Marquette Associates, Inc. codes 16 17 $70,000 PY2024
- Standard Retirement Services, Inc. codes 11 $58,850 PY2024
- Regions Bank codes 15 18 19 21 25 50 $52,436 PY2024
+19 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Manager relationship ended2024-12-31source on record
- Total assets changed2024-12-31source on record
- Manager relationship started2023-12-31source 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
+8 connections on the graph
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