Employees Annuity Plan - Products (se)pipe Line Corporation
Corporate pension, based in Houston, Texas, reporting $18.1M in assets, for 115 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Employees Annuity Plan - Products (se)pipe Line Corporation no longer reports Mercer Passive Long Government Fixe (last held $776,885 at 2023-12-31; absent from the 2024-12-31 filing).
20 more commitments and 1 more dated event
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- Mercer Long Strips Fixed Income3 commitments
- Mercer US Core Real Estate Portfoli3 commitments
- Mercer Active Long Corporate Fixed3 commitments
- Mercer Investments LLC14 commitments
- State Street Global Advisors Trust6 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
29 connected entities23 observed commitments10 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 1.1%
- Non-interest-bearing cash 0.3%
- Common/collective trusts 95.8%
Consultants and advisers
- Mercer Investments LLC Actuarythrough Dec 31, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Mercer Investments LLC14 rows, latest Dec 31, 2024
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years
- Mercerplan years 2024
- Mercer Investments LLCplan years 2022
+1 more Schedule C manager
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, 2024Holding endedinferenceEmployees Annuity Plan - Products (se)pipe Line Corporation no longer reports Mercer Passive Long Government Fixe (last held $776,885 at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Passive Long Government Fixeaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAXA Equitable Life Insurance no longer appears on Employees Annuity Plan - Products (se)pipe Line Corporation's Schedule C as investment manager (plan year 2024 vs 2023)with AXA Equitable Life Ins Coaskebsa.dol.gov
- Dec 31, 2024Assets changedEmployees Annuity Plan - Products (se)pipe Line Corporation total assets $21M -> $18M (-13.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedEmployees Annuity Plan - Products (se)pipe Line Corporation funded ratio 80.0% -> 87.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedEmployees Annuity Plan - Products (se)pipe Line Corporation funded ratio 102.2% -> 80.0% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Long Strips Fixed Incomecollective trust | Mercer Investments LLC | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Core Real Estate Portfolicollective trust | Mercer Investments LLC | Real estate | $668,437 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | Fixed income | $4.3M held | Disclosed holding | askebsa.dol.gov |
+20 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 | 115 | $21.0M | $23.9M | 87.8% | $18.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 121 | $20.2M | $23.6M | 80.0% | $21.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 195 | $35.8M | $35.0M | 102.2% | $22.4M | Not disclosed | Not disclosed | Not disclosed |
- Mercer Investment LLC codes 11 17 50 $146,148 PY2024
- Mercer (US) Inc. codes 51 52 $60,512 PY2024
- Mcconnell & Jones, LLP codes 10 50 $24,037 PY2024
+43 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
Employees Annuity Plan - Products (se)pipe Line Corporation 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
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Total assets changed2024-12-31source on record
+3 more changes 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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.