Chicago Title & Trust Company Pension Plan
Corporate pension, based in Jacksonville, Florida, reporting $635,419 in assets, for 1,757 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, USI Consulting appears on Chicago Title & Trust Company Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more manager, 8 more commitments and 9 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- Short-Term Investment Fund2 commitments
- Intermediate Govt Bond Index Fund2 commitments
- Long Duration Corporate Credit Scre2 commitments
- Blackrock Investments, LLC5 commitments
- Blackrock Institutional Trust Co,na2 commitments
- Blackrock Institutional Trust Company, N.A.2 commitments
Relationship network
30 connected entities11 observed commitments7 repeat counterparties9 dated commitments shown here, 2022 to 2023
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
- Non-interest-bearing cash 70.7%
Consultants and advisers
- USI Consulting Group Pension consultantActuarythrough Dec 31, 2024 Form 5500
- J.P. Morgan Chase & Co Investment adviser (plan)through Dec 31, 2023 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Investments, LLC5 rows, latest Dec 31, 2023
- Blackrock Institutional Trust Co,na2 rows, latest Dec 31, 2023
- Blackrock Institutional Trust Company, N.A.2 rows, latest Dec 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Investments, LLCplan years
- The Newport Groupplan years 2024
- Newport Group, Incplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Consultant changedinferenceUSI Consulting appears on Chicago Title & Trust Company Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2024Assets changedChicago Title & Trust Company Pension Plan total assets $59M -> $635,419 (-98.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedChicago Title & Trust Company Pension Plan funded ratio 80.0% -> 65.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedChicago Title & Trust Company Pension Plan plan assets $109M -> $57M (-48.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceChicago Title & Trust Company Pension Plan no longer reports Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Blackrock Institutional Trustaskebsa.dol.gov
+9 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, 2023 | Intermediate Duration Corp Nl Fundcollective trust | Blackrock Investments, LLC | Pooled vehicles | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Short-Term Investment Fundcollective trust | Blackrock Investments, LLC | Cash | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermediate Govt Bond Index Fundcollective trust | Blackrock Institutional Trust Co,na | Fixed income | $17.2M held | Disclosed holding | askebsa.dol.gov |
+8 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 | 1,757 | $56.7M | $63.6M | 65.3% | $635,419 | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 3,978 | $109M | $117M | 80.0% | $58.9M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 4,117 | $145M | $119M | 83.7% | $109M | $0 | $0 | $0 |
- JP Morgan Chase Bank codes 27 $218,596 PY2024
- Principal Trust Company codes 15 19 21 38 50 59 62 63 $59,105 PY2024
- USI Consulting codes 17 50 70 $49,001 PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Chicago Title & Trust Company Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+11 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
+10 connections on the graph
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