HNS Management Co Inc Retirement Plan-Salaried
Corporate pension, based in Hartford, Connecticut, reporting $71.8M in assets, for 363 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, HNS Management Co Inc Retirement Plan-Salaried first reports an interest in Janus Henderson International Alpha: $3M at 2024-12-31.
1 more manager, 9 more commitments and 1 more dated event
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- ASB Labor Equity Index Fund3 commitments
- Rhumbline Mid-Cap Index Fund Pooled3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Chevy Chase Trust Company3 commitments
- Rhumbline Advisors3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
24 connected entities12 observed commitments9 repeat counterparties10 dated commitments shown here, 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 1.2%
- Corporate debt instruments (other) 4.8%
- U.S. Government securities 15.2%
- Partnership/joint venture interests 24.0%
- 103-12 investment entities 9.3%
- Common/collective trusts 36.8%
- Registered investment companies 8.1%
Consultants and advisers
- Dahab Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of America Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Chevy Chase Trust Company3 rows, latest Dec 31, 2024
- Rhumbline Advisors3 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Rhumbline Advisorsplan years
- Aberdeen Asset Managementplan years 2022
- HGK Trinityplan years 2023
+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, 2024Holding startedHNS Management Co Inc Retirement Plan-Salaried first reports an interest in Janus Henderson International Alpha: $3M at 2024-12-31with Janus Henderson International Alphaaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceHNS Management Co Inc Retirement Plan-Salaried no longer reports Eafe Plus Fund, Aberdeen (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Eafe Plus Fund, Aberdeenaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAberdeen Standard Investments, Inc. no longer appears on HNS Management Co Inc Retirement Plan-Salaried's Schedule C as investment manager (plan year 2024 vs 2023)with Aberdeen Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedHGK Trinity Street Intl Fund appears on HNS Management Co Inc Retirement Plan-Salaried's Schedule C as investment manager (plan year 2023 vs 2022)with HGK Trinityaskebsa.dol.gov
- Jan 1, 2023Funded status changedHNS Management Co Inc Retirement Plan-Salaried funded ratio 106.7% -> 104.1% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $19.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Rhumbline Mid-Cap Index Fund Pooled103 12 ie | Rhumbline Advisors | Pooled vehicles | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.4M 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.
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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 | 363 | $68.1M | $68.3M | 102.8% | $71.8M | $17.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 383 | $65.5M | $68.4M | 104.1% | $70.4M | $15.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 369 | $75.4M | $64.5M | 106.7% | $65.6M | $15.5M | Not disclosed | Not disclosed |
- USI Consulting, Inc. codes 11 50 $60,474 PY2024
- Bank of America codes 19 28 62 $58,857 PY2024
- HGK Trinity State Street Intl Fund codes 28 51 $34,716 PY2024
+40 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
HNS Management Co Inc Retirement Plan-Salaried sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+3 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
+11 connections on the graph
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