Orthocarolina Cash Balance Pension Plan
Corporate pension, based in Charlotte, North Carolina, reporting $34.2M in assets, for 129 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Orthocarolina Cash Balance Pension Plan funded ratio 119.9% -> 111.6% (2023-01-01 to 2024-01-01).
3 more dated events
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- Sterling Capital Core Fixed Income3 commitments
- Sterling Capital LLC3 commitments
Relationship network
8 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 4.3%
- Common/collective trusts 71.4%
- Common stock 24.2%
Consultants and advisers
- Kravitz, LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Sterling Capital LLC3 rows, latest Dec 31, 2024
- Sterling Capital LLCplan years
- Truist Bankplan years 2023
- Branch Banking & Trustplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedOrthocarolina Cash Balance Pension Plan funded ratio 119.9% -> 111.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedOrthocarolina Cash Balance Pension Plan plan assets $28M -> $31M (+12.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedTruist Bank appears on Orthocarolina Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Truist Bankaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBranch Banking & Trust Company no longer appears on Orthocarolina Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Branch Banking & Trustaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSterling Capital Management LLC no longer appears on Orthocarolina Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Sterling Capital Management LLCaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Sterling Capital Core Fixed Incomecollective trust | Sterling Capital LLC | Fixed income | $24.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Sterling Capital Core Fixed Incomecollective trust | Sterling Capital LLC | Fixed income | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Sterling Capital Core Fixed Incomecollective trust | Sterling Capital LLC | Fixed income | $18.5M 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 | 129 | $31.2M | $28.0M | 111.6% | $34.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 133 | $27.7M | $23.1M | 119.9% | $31.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 139 | $30.8M | $24.7M | 125.1% | $27.7M | Not disclosed | Not disclosed | Not disclosed |
- Truist Bank codes 28 51 52 59 62 $19,151 PY2024
- Sterling Capital Core Fixed Income Sched. D C $24.4M PY2024
- Kravitz, LLC codes 11 PY2024
+7 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
+5 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
+6 connections on the graph
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