Non-Contributory Retirement Program for Certain Employees of Bcs Financial Corporation
Corporate pension, based in Oakbrook Terrace, Illinois, reporting $6.3M in assets, for 227 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, L & S Ventures LLC no longer appears on Non-Contributory Retirement Program for Certain Employees of Bcs Financial Corporation's Schedule C as pension consultant (plan year 2023 vs 2022).
2 more advisers 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- National Retirement Trust2 commitments
- Mercer Investments LLC2 commitments
Relationship network
18 connected entities2 observed commitments2 repeat counterpartiescommitments 2022 to 2023
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
- 103-12 investment entities 94.5%
Consultants and advisers
- Cardinal Investment Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- L&s Ventures Pension consultantthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
+2 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
- Mercer Investments LLC2 rows, latest Dec 31, 2023
- Mercer Investments LLCplan years
- Blackrock Institutional Trust Co,naplan years 2022
- Legal & General Inv Mgmt Americaplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Manager relationship endedinferenceBlackrock no longer appears on Non-Contributory Retirement Program for Certain Employees of Bcs Financial Corporation's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLegal & General no longer appears on Non-Contributory Retirement Program for Certain Employees of Bcs Financial Corporation's Schedule C as investment manager (plan year 2023 vs 2022)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceL & S Ventures LLC no longer appears on Non-Contributory Retirement Program for Certain Employees of Bcs Financial Corporation's Schedule C as pension consultant (plan year 2023 vs 2022)with L&s Venturesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCardinal Investment Advisory no longer appears on Non-Contributory Retirement Program for Certain Employees of Bcs Financial Corporation's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Cardinal Investment Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePacific Investment Management Co. no longer appears on Non-Contributory Retirement Program for Certain Employees of Bcs Financial Corporation's Schedule C as investment manager (plan year 2023 vs 2022)with Pimcoaskebsa.dol.gov
+1 more dated event
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, 2023 | National Retirement Trust103 12 ie | Mercer Investments LLC | Pooled vehicles | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | National Retirement Trust103 12 ie | Mercer Investments LLC | Pooled vehicles | $44.1M 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 227 | Not disclosed | Not disclosed | n/a | $6.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 240 | $38.5M | $35.8M | 111.5% | $44.1M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting, Inc. codes 11 $87,815 PY2023
- Blue Cross Blue Shield Association codes 14 $30,055 PY2023
- National Retirement Trust Sched. D E $6.0M PY2023
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Non-Contributory Retirement Program for Certain Employees of Bcs Financial Corporation sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
- Consultant changed2023-12-31source 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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