Corporate pension in Pennsylvania
Corporate pension, based in Audubon, Pennsylvania, reporting $230M in assets, for 618 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2024, Funded status changed.
This allocator's name, 10 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- Fiam High Yield Bond Comm Pl3 commitments
- Fiam Select International Equity Co3 commitments
- Fiam Select International Small Cap3 commitments
- Fidelity Institutional Asset Mgmt13 commitments
Relationship network
14 connected entities13 observed commitments5 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
›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 0.9%
- Common/collective trusts 65.8%
- Registered investment companies 33.2%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Fidelity Institutional Asset Mgmt13 rows, latest Dec 31, 2024
- Fidelity Investmentsplan years 2022
What changed
- Jan 1, 2024Funded status changeddown 2 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$21.3Maskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Assets changed$23.3Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 40 pointsaskebsa.dol.gov
+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 | Fiam High Yield Bond Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Select International Equity Cocollective trust | Fidelity Institutional Asset Mgmt | Public equity | $25.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Select International Small Capcollective trust | Fidelity Institutional Asset Mgmt | Public equity | $4.9M held | Disclosed holding | askebsa.dol.gov |
+10 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 | 618 | $218M | $187M | 118.6% | $230M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 632 | $197M | $171M | 120.8% | $234M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 663 | $293M | $166M | 161.2% | $210M | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Invstmnts Institutional Op codes 15 51 52 $237,638 PY2024
- Fiam Long Corp a Or Better Pool Sched. D C $112M PY2024
- Fiam Select Intl Pool Sched. D C $25.0M PY2024
+17 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source 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
+3 connections on the graph
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