Lasalle Bristol LP Pension Plan
Corporate pension, based in Elkhart, Indiana, reporting $8.8M in assets, for 241 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Concurrent Investment Advisors LLC appears on Lasalle Bristol LP Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Prudential Short-Term3 commitments
- Prudential2 commitments
- Empower Annuity Insurance Company1 commitment
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 3.3%
- U.S. Government securities 93.2%
- Pooled separate accounts 2.3%
Consultants and advisers
- Milliman, Inc. Investment adviser (plan)Actuarythrough Dec 31, 2024 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Prudential2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Company1 row, latest Dec 31, 2024
- Empower Annuity Insurance Companyplan years
- Prudentialplan years
What changed
- Dec 31, 2024Consultant changedinferenceConcurrent Investment Advisors LLC appears on Lasalle Bristol LP Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMilliman Inc appears on Lasalle Bristol LP Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedLasalle Bristol LP Pension Plan funded ratio 92.2% -> 71.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLasalle Bristol LP Pension Plan plan assets $13M -> $10M (-24.0%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $205,938 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential | Cash | $385,251 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential | Cash | $447,055 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 | 241 | $9.8M | $13.5M | 72.0% | $8.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 246 | $10.2M | $14.3M | 71.3% | $9.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 250 | $13.5M | $14.6M | 92.2% | $10.2M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 $31,817 PY2024
- Milliman Inc codes 11 17 50 $21,418 PY2024
- Concurrent Investment Advisors LLC codes 27 $13,683 PY2024
+17 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
Lasalle Bristol LP Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.