Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel
Corporate pension, based in Chicago, Illinois, reporting $114M in assets, for 2,190 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Laner Muchin Ltd no longer appears on Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel's Schedule C as investment adviser (plan) (plan year 2023 vs 2022).
4 more advisers, 1 more manager and 10 more commitments
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- Long Liability Treasurey2x Cit Fund3 commitments
- Mawer Global Equity Collective Fund3 commitments
- Clarion Lion Properties Fund, LP3 commitments
- Legal and General4 commitments
- Global Trust Company3 commitments
- Clarion Partners3 commitments
Relationship network
26 connected entities13 observed commitments9 repeat counterparties11 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 9.9%
- Other investments 21.0%
- Other loans 0.0%
- Partnership/joint venture interests 11.0%
- Common/collective trusts 21.1%
- Registered investment companies 31.4%
- Real estate (other than employer real property) 0.3%
Consultants and advisers
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Mercer Investment LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fifth Third Bancorp Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 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
- Legal and General4 rows, latest Dec 31, 2024
- Global Trust Company3 rows, latest Dec 31, 2024
- Clarion Partners3 rows, latest Dec 31, 2024
+1 more manager received commitments
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, 2023Holding endedinferencePension Plan for Bargaining Employees of Evraz Rocky Mountain Steel no longer reports Long Liability Corporate Cit Fund (Legal and General) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceLaner Muchin Ltd no longer appears on Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Laner Muchin Ltdaskebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan for Bargaining Employees of Evraz Rocky Mountain Steel funded ratio 110.3% -> 92.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Bargaining Employees of Evraz Rocky Mountain Steel plan assets $144M -> $113M (-21.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Long Liability Treasurey2x Cit Fundcollective trust | Legal and General | Fixed income | $14.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mawer Global Equity Collective Fundcollective trust | Global Trust Company | Public equity | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Clarion Lion Properties Fund, LPcollective trust | Clarion Partners | Pooled vehicles | $12.7M 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 2,190 | $114M | $132M | 92.5% | $114M | $12.6M | Not disclosed | $361,370 |
| 2023 to Dec 31, 2023 | 2,190 | $113M | $128M | 92.3% | $114M | $13.7M | Not disclosed | $11.4M |
| 2022 to Dec 31, 2022 | 2,089 | $144M | $124M | 110.3% | $113M | $11.1M | Not disclosed | $15.4M |
- October Three Consulting LLC codes 11 $152,740 PY2024
- AON Consulting codes 11 $79,935 PY2024
- Mercer Investments LLC codes 27 $63,021 PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel sits on 16 traced paths of capital across the graphs.
DFX traced 16 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
- Holding in a pooled vehicle ended2023-12-31source on record
- Consultant changed2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+8 connections on the graph
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