Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates
Corporate pension, based in Wichita, Kansas, reporting $498M in assets, for 4,506 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 Learjet Inc., Bombardier Aerospace Corporation and Affiliates no longer reports Boston Company Emerging Mkts Fund (last held $246,558 at 2023-12-31; absent from the 2024-12-31 filing).
1 more adviser, 5 more commitments and 10 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- GS Ct Long Duration Credit Fund3 commitments
- GS Ct Inter Duration Credit Fund3 commitments
- Boston Company Emerging Mkts Fund2 commitments
- Goldman Sachs Trust Company6 commitments
- The Boston Company2 commitments
Relationship network
36 connected entities8 observed commitments6 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
- Non-interest-bearing cash 12.8%
- U.S. Government securities 3.8%
- Other investments 0.0%
- Partnership/joint venture interests 3.4%
- Common/collective trusts 14.8%
- Registered investment companies 61.5%
- Common stock 0.1%
Consultants and advisers
- P/e Global LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Agilis Partners LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Goldman Sachs Trust Company6 rows, latest Dec 31, 2024
- The Boston Company2 rows, latest Dec 31, 2023
- The Boston Companyplan years
- Pgim Incplan years 2022
- RBC Global Asset Management Uk Ltdplan years 2022
+6 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 endedinferenceRetirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates no longer reports Boston Company Emerging Mkts Fund (last held $246,558 at 2023-12-31; absent from the 2024-12-31 filing)with Boston Company Emerging Mkts Fundaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates funded ratio 82.3% -> 88.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates plan assets $436M -> $485M (+11.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceRBC Global Asset Management Uk Ltd no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)with RBC Global Asset Management Uk Ltdaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePgim, Inc. no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)with Pgim Incaskebsa.dol.gov
+10 more dated events
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 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $49.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $23.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $55.9M held | Disclosed holding | askebsa.dol.gov |
+5 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 | 4,506 | $485M | $593M | 88.1% | $498M | $16.7M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,560 | $436M | $582M | 82.3% | $489M | $10.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,737 | $647M | $585M | 106.6% | $439M | Not disclosed | $0 | Not disclosed |
- Willis Towers Watson US LLC codes 11 49 50 $989,392 PY2024
- J.P. Morgan Chase & Co. codes 19 50 62 $175,773 PY2024
- Goldman Sachs Asset Management, LP codes 28 51 56 $157,404 PY2024
+50 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 Learjet Inc., Bombardier Aerospace Corporation and Affiliates 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 ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+12 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
+14 connections on the graph
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