Transtar, LLC Pension Plan
Corporate pension, based in Monroeville, Pennsylvania, reporting $6.9M in assets, for 190 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Transtar, LLC Pension Plan first reports an interest in Prin Bond Market Index Sa-Z (Principal): $1M at 2024-12-31.
3 more commitments 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Prin Liquid Assets Sep Acct-Z2 commitments
- Prin Lgcp S&p 500 Index Sa-Z1 commitment
- Prin Midcap S&p 400 Idx Sa-Z1 commitment
- Principal6 commitments
Relationship network
14 connected entities6 observed commitments2 repeat counterpartiescommitments 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.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Pooled separate accounts 76.0%
Consultants and advisers
- Bolton Partners, Inc. Investment adviser (plan)Actuarythrough Dec 31, 2024 Form 5500
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Principal6 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding startedTranstar, LLC Pension Plan first reports an interest in Prin Bond Market Index Sa-Z (Principal): $1M at 2024-12-31with Principalaskebsa.dol.gov
- Dec 31, 2024Holding startedTranstar, LLC Pension Plan first reports an interest in Prin Lgcp S&p 500 Index Sa-Z (Principal): $2M at 2024-12-31with Principalaskebsa.dol.gov
- Dec 31, 2024Holding startedTranstar, LLC Pension Plan first reports an interest in Prin Midcap S&p 400 Idx Sa-Z (Principal): $658,216 at 2024-12-31with Principalaskebsa.dol.gov
- Dec 31, 2024Holding startedTranstar, LLC Pension Plan first reports an interest in Prin Smcap S&p 600 Index Sa-Z (Principal): $660,377 at 2024-12-31with Principalaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBolton Partners, LLC appears on Transtar, LLC Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bolton Partners, Inc.askebsa.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 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $658,216 held | Disclosed holding | askebsa.dol.gov |
+3 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 | 190 | $3.9M | $4.8M | 81.3% | $6.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 194 | $2.2M | $2.6M | 82.8% | $3.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 210 | $902,112 | $1.0M | 87.6% | $2.2M | Not disclosed | Not disclosed | Not disclosed |
- Bolton Partners, LLC codes 27 28 51 $53,182 PY2024
- Principal Financial Group, Inc. codes 21 50 65 $12,134 PY2024
- Largecap S&p 500 Index Sa-Z Sched. D P $1.6M PY2024
+10 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Transtar, LLC Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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 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
+4 connections on the graph
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