Kirby Pension Plan
Corporate pension, based in Houston, Texas, reporting $373M in assets, for 2,382 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Northern Trust Investements Inc no longer appears on Kirby Pension 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.
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Relationship network
11 connected entities
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
- 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
- Master trust investment accounts 100.0%
Consultants and advisers
- Absolute Color Mailplex Trusteethrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Weaver and Tidwell, LLP Actuarythrough 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.
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People
Manager roster
- PNC Bankplan years 2024
- PNC Advisors, N.A.plan years 2022
- Northern Trust Investmentsplan years 2022
What changed
- Dec 31, 2024Manager relationship endedinferenceNorthern Trust Investements Inc no longer appears on Kirby Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Investmentsaskebsa.dol.gov
- Jan 1, 2024Funded status changedKirby Pension Plan funded ratio 96.2% -> 107.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedKirby Pension Plan funded ratio 125.4% -> 96.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedKirby Pension Plan plan assets $394M -> $316M (-19.8%, 2022-01-01 to 2023-01-01)
Commitments
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 | 2,382 | $341M | $293M | 107.5% | $373M | Not disclosed | $373M | Not disclosed |
| 2023 to Dec 31, 2023 | 2,850 | $316M | $301M | 96.2% | $341M | Not disclosed | $341M | Not disclosed |
| 2022 to Dec 31, 2022 | 2,879 | $394M | $288M | 125.4% | $316M | Not disclosed | $316M | Not disclosed |
- PNC Advisors, N.A. codes 28 $324,123 PY2024
- Willis Towers Watson codes 11 $304,444 PY2024
- Northern Trust Company codes 21 $109,167 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
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
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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
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