Colonial Pipeline Company Retirement Plan
Corporate pension, based in Alpharetta, Georgia, reporting $78.8M in assets, for 452 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Colonial Pipeline Company Retirement Plan funded ratio 80.0% -> 87.8% (2023-01-01 to 2024-01-01).
1 more adviser and 9 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- NT Collective Short Term Investment3 commitments
- NT Coll Long Term Gov Bnd Idx Fd Nl3 commitments
- NT Collective All Country World Inv3 commitments
- Northern Trust Investments, Inc.12 commitments
Relationship network
15 connected entities12 observed commitments6 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 0.8%
- Common/collective trusts 95.0%
Consultants and advisers
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2023 Form 5500
- Buck Global, LLC 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Northern Trust Investments, Inc.12 rows, latest Dec 31, 2024
- Northern Trust Co.plan years 2022
What changed
- Jan 1, 2024Funded status changedColonial Pipeline Company Retirement Plan funded ratio 80.0% -> 87.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedColonial Pipeline Company Retirement Plan funded ratio 95.9% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedColonial Pipeline Company Retirement Plan plan assets $121M -> $72M (-40.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $2,636 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Coll Long Term Gov Bnd Idx Fd Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $19.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective All Country World Invcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $8.0M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 452 | $78.4M | $68.3M | 87.8% | $78.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 468 | $71.9M | $65.4M | 80.0% | $78.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 525 | $121M | $75.8M | 95.9% | $72.0M | Not disclosed | Not disclosed | Not disclosed |
- Buck Global, LLC codes 11 50 $117,676 PY2024
- Mercer Investments LLC codes 27 50 51 70 $50,325 PY2024
- Northern Trust Corporation codes 28 50 51 $44,761 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Colonial Pipeline Company Retirement 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
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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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