The Woodbridge Group U.S. Salaried Employees' Pension Plan
Corporate pension, based in Troy, Michigan, reporting $61.7M in assets, for 850 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, USI Consulting Group appears on The Woodbridge Group U.S. Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
18 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- Russell 2000 Index Cit N3 commitments
- Blackrock US Agg Bond3 commitments
- Large Cap Growth Index Cit N3 commitments
- Blackrock21 commitments
Relationship network
19 connected entities21 observed commitments8 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 2.9%
- Common/collective trusts 94.1%
- Registered investment companies 3.0%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock21 rows, latest Dec 31, 2024
- Blackrockplan years
- USI Consulting Groupplan years 2024
What changed
- Dec 31, 2024Manager relationship startedUSI Consulting Group appears on The Woodbridge Group U.S. Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Jan 1, 2024Assets changedThe Woodbridge Group U.S. Salaried Employees' Pension Plan plan assets $50M -> $57M (+13.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Woodbridge Group U.S. Salaried Employees' Pension Plan total assets $50M -> $57M (+13.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Woodbridge Group U.S. Salaried Employees' Pension Plan funded ratio 96.4% -> 92.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Woodbridge Group U.S. Salaried Employees' Pension Plan plan assets $59M -> $50M (-15.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell 2000 Index Cit Ncollective trust | Blackrock | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock US Agg Bondcollective trust | Blackrock | Fixed income | $23.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Growth Index Cit Ncollective trust | Blackrock | Public equity | $5.8M held | Disclosed holding | askebsa.dol.gov |
+18 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 | 850 | $56.9M | $62.2M | 91.4% | $61.7M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 860 | $50.0M | $59.2M | 92.9% | $56.9M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 886 | $59.1M | $55.9M | 96.4% | $50.0M | Not disclosed | Not disclosed | Not disclosed |
- Wills Towers Watson US LLC codes 11 15 17 50 70 $485,517 PY2024
- Principal Trust Company codes 18 21 50 $159,093 PY2024
- USI Consulting Group codes 28 50 $6,870 PY2024
+28 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 started2024-12-31source on record
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
+2 more changes 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.