DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)
Corporate pension, based in Philadelphia, Pennsylvania, reporting $88.3M in assets, for 1,921 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, USI Consulting appears on DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)'s Schedule C as pension consultant (plan year 2024 vs 2023).
3 more advisers and 5 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- Aetna Separate Account1 commitment
- Wilmington Trust Collective Investm1 commitment
- Separate Account 1741 commitment
- Aetna Life Insurance Company2 commitments
Relationship network
14 connected entities3 observed commitments1 repeat counterpartycommitments 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 DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap) committed the most to, and when?
- Which consultants advise DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap), and on which commitments?
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.9%
- Insurance company general account 39.6%
- Common/collective trusts 8.0%
- Pooled separate accounts 0.5%
- Registered investment companies 50.7%
Consultants and advisers
- USI Consulting Group Pension consultantthrough Dec 31, 2024 Form 5500
- Aetna Life Insurance Company Pension consultantthrough Dec 31, 2024 Form 5500
- The Segal Co. (eastern States) Inc. Pension consultantthrough 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
- Aetna Life Insurance Company2 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding endedinferenceDAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap) no longer reports Separate Account 174 (Aetna Life Insurance Company) (last held $474,226 at 2023-12-31; absent from the 2024-12-31 filing)with Aetna Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedDAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap) first reports an interest in Aetna Separate Account (Aetna Life Insurance Company): $457,314 at 2024-12-31with Aetna Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedDAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap) first reports an interest in Wilmington Trust Collective Investm: $7M at 2024-12-31with Wilmington Trust Collective Investmaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceUSI Consulting appears on DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)'s Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAetna Life Insurance Company appears on DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)'s Schedule C as pension consultant (plan year 2024 vs 2023)with Aetna Life Insurance Companyaskebsa.dol.gov
+5 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 | Aetna Separate Accountseparate account | Aetna Life Insurance Company | Pooled vehicles | $457,314 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wilmington Trust Collective Investmcollective trust | Wilmington Trust | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $474,226 held | Disclosed holding | askebsa.dol.gov |
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 | 1,921 | $94.3M | $78.9M | 124.1% | $88.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 828 | $47.9M | $40.4M | 130.2% | $94.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 845 | $63.7M | $40.7M | 151.1% | $47.9M | Not disclosed | Not disclosed | Not disclosed |
- Aetna Life Insurance Company codes 17 50 $231,543 PY2024
- Segal codes 17 50 $158,600 PY2024
- Principal codes 17 50 $132,070 PY2024
+18 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
DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap) sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+7 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
+7 connections on the graph
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