CBI Pension Plan
Corporate pension, based in Danbury, Connecticut, reporting $108M in assets, for 2,997 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, CBI Pension Plan funded ratio 121.7% -> 127.3% (2023-01-01 to 2024-01-01).
7 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- Mawer Collective Investment Trust3 commitments
- Boyd Watterson Asset Management3 commitments
- NT Collective Russell 1000 Value in3 commitments
- Northern Trust Investments, Inc.7 commitments
Relationship network
19 connected entities10 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
- 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 1.0%
- Corporate debt instruments (other) 17.0%
- Other investments 0.0%
- Common/collective trusts 59.3%
- Registered investment companies 22.4%
Consultants and advisers
- Towers Watson Investment Services, Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.7 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years 2024
- Shenkman Capital Management Incplan years 2022
- Global Trust Companyplan years 2022
What changed
- Jan 1, 2024Funded status changedCBI Pension Plan funded ratio 121.7% -> 127.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceCBI Pension Plan no longer reports Russell 1000 Growth Index Fund (Northern Trust Collective Eafe Inde) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedCBI Pension Plan funded ratio 131.3% -> 121.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCBI Pension Plan plan assets $132M -> $100M (-24.2%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mawer Collective Investment Trustcollective trust | Global Trust Company | Pooled vehicles | $30.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Boyd Watterson Asset Managementcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $24.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Russell 1000 Value incollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
+7 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 | 2,997 | $107M | $85.7M | 127.3% | $108M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 3,067 | $100M | $89.9M | 121.7% | $107M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 3,152 | $132M | $92.1M | 131.3% | $100M | Not disclosed | Not disclosed | Not disclosed |
- Aon codes 15 50 $178,067 PY2024
- Mawer Investment Management Ltd. codes 28 51 $156,510 PY2024
- Northern Trust codes 21 28 50 51 52 $101,285 PY2024
+34 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
CBI 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.
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
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source 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
+7 connections on the graph
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