Firstbank Puerto Rico Pension Plan for the Former Employees of Banco Central Hispano - Puerto Rico
Corporate pension, based in SAN Juan, reporting $29.7M in assets, for 369 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Global Trust Company - Ir&m appears on Firstbank Puerto Rico Pension Plan for the Former Employees of Banco Central Hispano - Puerto Rico's Schedule C as investment manager (plan year 2023 vs 2022).
9 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- Ir+m Intermediate Corp Collect Fund2 commitments
- WTW Gt Long Credit Fund2 commitments
- WTW Gt Diversified Credit Fund2 commitments
- Towers Watson Investment Services,4 commitments
- State Street Global Advisors Trust Company4 commitments
- Legal and General2 commitments
Relationship network
18 connected entities12 observed commitments9 repeat counterpartiescommitments 2023 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.
- Which managers has Firstbank Puerto Rico Pension Plan for the Former Employees of Banco Central Hispano - Puerto Rico committed the most to, and when?
- Which consultants advise Firstbank Puerto Rico Pension Plan for the Former Employees of Banco Central Hispano - Puerto Rico, and on which commitments?
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 2.9%
- Common/collective trusts 97.0%
Consultants and advisers
- Global Trust Company Trusteethrough Nov 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Nov 30, 2023 Form 5500
People
Manager roster
- Towers Watson Investment Services,4 rows, latest Nov 30, 2024
- State Street Global Advisors Trust Company4 rows, latest Nov 30, 2024
- Legal and General2 rows, latest Nov 30, 2024
What changed
- Dec 31, 2023Manager relationship startedGlobal Trust Company - Ir&m appears on Firstbank Puerto Rico Pension Plan for the Former Employees of Banco Central Hispano - Puerto Rico's Schedule C as investment manager (plan year 2023 vs 2022)with Global Trust Companyaskebsa.dol.gov
- Dec 1, 2023Funded status changedFirstbank Puerto Rico Pension Plan for the Former Employees of Banco Central Hispano - Puerto Rico funded ratio 130.3% -> 125.5% (2022-12-01 to 2023-12-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | Ir+m Intermediate Corp Collect Fundcollective trust | Income Research and Management | Pooled vehicles | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | WTW Gt Long Credit Fundcollective trust | Towers Watson Investment Services, | Private credit | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | WTW Gt Diversified Credit Fundcollective trust | Towers Watson Investment Services, | Private credit | $2.9M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 369 | $29.7M | $23.4M | 125.5% | $29.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 379 | $31.1M | $24.0M | 130.3% | $29.7M | Not disclosed | Not disclosed | Not disclosed |
- Global Trust Company - Ir&m codes 21 28 50 51 $9,930 PY2023
- Ir+m Intermediate Corporate Cf Sched. D C $11.2M PY2023
- WTW Group Trust - Long Credit Fund Sched. D C $4.2M PY2023
+13 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship started2023-12-31source on record
- Funded status changed2023-12-01source 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
+3 connections on the graph
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