Pension Plan for Reynolds Bargaining
Corporate pension, based in Lake Forest, Illinois, reporting $7.8M in assets, for 393 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, LPL Financial no longer appears on Pension Plan for Reynolds Bargaining's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
5 more commitments and 3 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Liquid Assets Sep Acct-Z3 commitments
- Blackrock Total Ret Bd Cl 6 Fd3 commitments
- Greatgray Euro Growth R12 commitments
Relationship network
15 connected entities8 observed commitments5 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
- Common/collective trusts 10.6%
- Pooled separate accounts 0.5%
- Registered investment companies 84.6%
Consultants and advisers
- LPL Financial Investment adviser (plan)through Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
What changed
- Dec 31, 2024Consultant changedinferenceLPL Financial no longer appears on Pension Plan for Reynolds Bargaining's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with LPL Financialaskebsa.dol.gov
- Dec 31, 2024Assets changedPension Plan for Reynolds Bargaining total assets $7M -> $8M (+18.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPension Plan for Reynolds Bargaining funded ratio 82.6% -> 88.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPension Plan for Reynolds Bargaining plan assets $5M -> $7M (+34.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedPension Plan for Reynolds Bargaining first reports an interest in Greatgray Euro Growth R1: $354,874 at 2023-12-31with Great Gray Europacific Growth Trustaskebsa.dol.gov
+3 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 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $40,750 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Greatgray Euro Growth R1collective trust | Great Gray Trust Company | Pooled vehicles | $436,850 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Total Ret Bd Cl 6 Fdcollective trust | Blackrock | Pooled vehicles | $389,305 held | Disclosed holding | askebsa.dol.gov |
+5 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 | 393 | $6.6M | $7.4M | 88.7% | $7.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 397 | $4.9M | $5.9M | 82.6% | $6.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 400 | $4.2M | $4.5M | 86.6% | $4.9M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $99,101 PY2024
- AON Consulting,inc codes 11 50 $48,650 PY2024
- Crowe LLP codes 10 50 $23,520 PY2024
+19 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
Pension Plan for Reynolds Bargaining sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+5 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
+5 connections on the graph
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