Bank of Charles Town Defined Benefit Pension Plan
Corporate pension, based in Charles Town, West Virginia, reporting $10.8M in assets, for 117 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Nov 2024, Bank of Charles Town Defined Benefit Pension Plan plan assets $9M -> $10M (+15.8%, 2023-11-01 to 2024-11-01).
Relationship network
6 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 0.5%
- U.S. Government securities 99.5%
Consultants and advisers
- SEI Investments Company Custodianthrough Oct 31, 2023 Form 5500
- Aon Actuarythrough Oct 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Oct 31, 2023 Form 5500
People
Manager roster
- Nfpplan years 2025
- Wealthspire Retirement Advisoryplan years 2023
What changed
- Nov 1, 2024Assets changedBank of Charles Town Defined Benefit Pension Plan plan assets $9M -> $10M (+15.8%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedBank of Charles Town Defined Benefit Pension Plan total assets $9M -> $10M (+15.8%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedBank of Charles Town Defined Benefit Pension Plan funded ratio 98.2% -> 95.5% (2022-11-01 to 2023-11-01)
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 Oct 31, 2025 | 117 | $10.4M | $7.2M | 94.3% | $10.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 117 | $9.0M | $7.5M | 95.5% | $10.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 120 | $9.1M | $7.5M | 98.2% | $9.0M | Not disclosed | Not disclosed | $0 |
- Nfp codes 28 50 99 $53,636 PY2024
- AON Consulting codes 11 50 $33,604 PY2024
- SEI Private Trust Company codes 19 21 24 25 28 49 50 51 52 62 $27,142 PY2024
+9 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
Not yet on record: fund commitments.
Record history
- Total assets changed2024-11-01source on record
- Total assets changed2024-10-31source on record
- Funded status changed2023-11-01source 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.