The Willard Inter-Continental Hotel Retirement Plan
Corporate pension, based in Washington, District of Columbia, reporting $4.2M in assets, for 252 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, L&g Treasury 15+ Strips Cit Fund no longer appears on The Willard Inter-Continental Hotel Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Legal & General Treasury 15+ Strips3 commitments
- Legal and General3 commitments
Relationship network
12 connected entities3 observed commitments2 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
- Interest-bearing cash 1.9%
- Common/collective trusts 24.1%
- Registered investment companies 72.2%
Consultants and advisers
- Wells Fargo Bank, Na Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Legal and General3 rows, latest Dec 31, 2024
- AON Investment USA, Inc.plan years 2024
- AON Investments USA Incplan years 2022
- L&g Treasury 15+ Strips Cit Fundplan years 2022
What changed
- Dec 31, 2024Manager relationship endedinferenceL&g Treasury 15+ Strips Cit Fund no longer appears on The Willard Inter-Continental Hotel Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with L&g Treasury 15+ Strips Cit Fundaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Willard Inter-Continental Hotel Retirement Plan funded ratio 83.1% -> 87.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Willard Inter-Continental Hotel Retirement Plan funded ratio 106.6% -> 83.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Willard Inter-Continental Hotel Retirement Plan plan assets $6M -> $4M (-29.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Legal & General Treasury 15+ Stripscollective trust | Legal and General | Fixed income | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Treasury 15+ Stripscollective trust | Legal and General | Fixed income | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General Treasury 15+ Stripscollective trust | Legal and General | Fixed income | $1.1M 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 252 | $4.6M | $5.8M | 87.2% | $4.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 255 | $4.4M | $5.8M | 83.1% | $4.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 260 | $6.3M | $5.7M | 106.6% | $4.4M | Not disclosed | Not disclosed | Not disclosed |
- AON Investments USA Inc. codes 28 50 $133,400 PY2024
- AON Consulting, Inc. codes 11 17 50 $37,500 PY2024
- Windham Brannon, PC codes 10 50 $14,500 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.