Retirement Plan for Employees of Evraz Stratcor Inc.
Corporate pension, based in Chicago, Illinois, reporting $14.9M in assets, for 327 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Retirement Plan for Employees of Evraz Stratcor Inc. first reports an interest in L&g Liability Treasury Cit Fund (Legal and General): $824,729 at 2024-12-31.
3 more advisers and 10 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- Pimco Collective Investment Trust3 commitments
- Long Liability Treasurey2x Cit Fund3 commitments
- Long Liability Corporate Cit Fund3 commitments
- Legal and General7 commitments
- Pimco3 commitments
- Global Trust Company3 commitments
Relationship network
20 connected entities13 observed commitments7 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 2.0%
- Common/collective trusts 67.7%
- Registered investment companies 27.6%
Consultants and advisers
- Mercer Investment LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Legal & General Investment Mgmt Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fifth Third Bancorp Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Legal and General7 rows, latest Dec 31, 2024
- Pimco3 rows, latest Dec 31, 2024
- Global Trust Company3 rows, latest Dec 31, 2024
- Pimcoplan years
What changed
- Dec 31, 2024Holding startedRetirement Plan for Employees of Evraz Stratcor Inc. first reports an interest in L&g Liability Treasury Cit Fund (Legal and General): $824,729 at 2024-12-31with Legal and Generalaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Evraz Stratcor Inc. funded ratio 79.1% -> 85.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Evraz Stratcor Inc. funded ratio 90.9% -> 79.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Evraz Stratcor Inc. plan assets $22M -> $15M (-28.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Pimco Collective Investment Trustcollective trust | Pimco | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Liability Treasurey2x Cit Fundcollective trust | Legal and General | Fixed income | $631,458 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Liability Corporate Cit Fundcollective trust | Legal and General | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov |
+10 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 | 327 | $15.3M | $18.2M | 85.4% | $14.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 330 | $15.4M | $18.8M | 79.1% | $15.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 341 | $21.6M | $19.6M | 90.9% | $15.4M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 $51,909 PY2024
- Mercer codes 27 $33,538 PY2024
- October Three Consulting codes 11 $29,419 PY2024
+28 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of Evraz Stratcor Inc. sits on 9 traced paths of capital across the graphs.
DFX traced 9 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source 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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