Bradford White Corporation Uaw Retirement Income Plan
Corporate pension, based in Ambler, Pennsylvania, reporting $79.3M in assets, for 1,156 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Fayez Sarofim and Co no longer appears on Bradford White Corporation Uaw Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
4 more dated events
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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 2.4%
- Other investments 0.7%
- Registered investment companies 68.7%
- Common stock 26.3%
Consultants and advisers
- Fayez Sarofim Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank, National Association Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Madison Investment Advisors, LLCplan years 2022
- Delaware Capital Mngmnt Adviser Incplan years 2022
- Gannett Welsh and Kotlerplan years 2022
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceNeuberger and Berman no longer appears on Bradford White Corporation Uaw Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Neuberger Bermanaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePolen Capital Management, LLC no longer appears on Bradford White Corporation Uaw Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Polen Capital Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceDelaware Capital Mngmnt Adviser Inc no longer appears on Bradford White Corporation Uaw Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Delaware Capital Mngmnt Adviser Incaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFayez Sarofim and Co no longer appears on Bradford White Corporation Uaw Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Fayez Sarofimaskebsa.dol.gov
- Jan 1, 2024Funded status changedBradford White Corporation Uaw Retirement Income Plan funded ratio 129.2% -> 132.1% (2023-01-01 to 2024-01-01)
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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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 | 1,156 | $72.2M | $55.1M | 132.1% | $79.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,171 | $63.8M | $54.4M | 129.2% | $72.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,181 | $76.2M | $52.6M | 133.9% | $63.9M | Not disclosed | Not disclosed | Not disclosed |
- PNC Bank codes 21 50 51 62 68 $249,873 PY2024
- Gannett Welsh and Kotler codes 28 50 51 $16,746 PY2024
- Harding Loevner codes 28 50 51 $14,663 PY2024
+20 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
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+6 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
+10 connections on the graph
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