Retirement Plan for Employees of Muscular Dystrophy Association, Inc.
Corporate pension, based in Chicago, Illinois, reporting $80.4M in assets, for 882 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2024, Retirement Plan for Employees of Muscular Dystrophy Association, Inc. funded ratio 72.5% -> 76.3% (2023-01-01 to 2024-01-01).
3 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- GS Ct Inter Duration Credit Fund2 commitments
- GS Ct Long Treasury Strips Fund2 commitments
- GS Ct Long Duration Credit Fund2 commitments
- Goldman Sachs Trust Company6 commitments
Relationship network
14 connected entities6 observed commitments4 repeat counterpartiescommitments 2023 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
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›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
- Common/collective trusts 19.7%
- Registered investment companies 80.3%
Consultants and advisers
- US Bank Trusteethrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Goldman Sachs Trust Company6 rows, latest Dec 31, 2024
- Goldman Sachs Asset Managementplan years 2022
What changed
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Muscular Dystrophy Association, Inc. funded ratio 72.5% -> 76.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Muscular Dystrophy Association, Inc. funded ratio 87.9% -> 72.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Muscular Dystrophy Association, Inc. plan assets $113M -> $80M (-29.3%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GS Ct Long Treasury Strips Fundcollective trust | Goldman Sachs Trust Company | Fixed income | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $5.0M held | Disclosed holding | askebsa.dol.gov |
+3 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 | 882 | $83.5M | $120M | 76.3% | $80.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 891 | $79.6M | $120M | 72.5% | $80.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 899 | $113M | $119M | 87.9% | $79.6M | Not disclosed | Not disclosed | Not disclosed |
- Goldman Sachs Asset Mgmt LP codes 28 51 56 $298,846 PY2024
- Segal codes 11 16 50 $171,900 PY2024
- Morgan, Lewis Bockius LLP codes 29 $27,570 PY2024
+17 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
- 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
+5 connections on the graph
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