American Postal Workers Union Employees' Retirement Plan
Corporate pension, based in Washington, District of Columbia, reporting $29.0M in assets, for 194 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, American Postal Workers Union Employees' Retirement Plan funded ratio 144.4% -> 147.3% (2023-01-01 to 2024-01-01).
5 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- Equity Group Trust3 commitments
- Fixed Income Group Trust3 commitments
- Invesco Balanced-Risk Allocation Cl1 commitment
- Marco Consulting6 commitments
- Invesco1 commitment
- Ullico Investment Advisors, Inc.1 commitment
Relationship network
18 connected entities8 observed commitments4 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 0.3%
- Non-interest-bearing cash 1.5%
- Other investments 9.0%
- Partnership/joint venture interests 5.4%
- 103-12 investment entities 77.1%
- Registered investment companies 6.7%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Marco Consulting6 rows, latest Dec 31, 2024
- Invesco1 row, latest Dec 31, 2022
- Ullico Investment Advisors, Inc.1 row, latest Dec 31, 2022
- Marco Consultingplan years
- American Realty Advisorsplan years 2022
What changed
- Jan 1, 2024Funded status changedAmerican Postal Workers Union Employees' Retirement Plan funded ratio 144.4% -> 147.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceAmerican Postal Workers Union Employees' Retirement Plan no longer reports Separate Account J (Ullico Investment Advisors, Inc.) (last held $453,115 at 2022-12-31; absent from the 2023-12-31 filing)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAmerican Postal Workers Union Employees' Retirement Plan no longer reports Invesco Balanced-Risk Allocation Cl (Invesco) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Invescoaskebsa.dol.gov
- Jan 1, 2023Funded status changedAmerican Postal Workers Union Employees' Retirement Plan funded ratio 158.9% -> 144.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican Postal Workers Union Employees' Retirement Plan plan assets $31M -> $26M (-14.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Equity Group Trust103 12 ie | Marco Consulting | Public equity | $12.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fixed Income Group Trust103 12 ie | Marco Consulting | Fixed income | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Equity Group Trust103 12 ie | Marco Consulting | Public equity | $11.4M 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 | 194 | $27.9M | $19.1M | 147.3% | $29.0M | $1.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 195 | $26.2M | $19.4M | 144.4% | $27.9M | $1.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 189 | $30.7M | $18.0M | 158.9% | $26.2M | $1.2M | Not disclosed | Not disclosed |
- Towers Watson Delaware Inc codes 11 17 $124,396 PY2024
- Segal Marco Advisors codes 27 $45,424 PY2024
- American Realty Advisors codes 28 51 $31,872 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
American Postal Workers Union Employees' Retirement Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+2 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
+5 connections on the graph
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