Pension Plan for the Employees of Ennis, Inc.
Corporate pension, based in Midlothian, Texas, reporting $53.3M in assets, for 834 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Cambiar Investors no longer appears on Pension Plan for the Employees of Ennis, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
3 more advisers and 1 more dated event
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
7 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
- Interest-bearing cash 1.6%
- Corporate debt instruments (preferred) 43.9%
- U.S. Government securities 23.5%
- Registered investment companies 24.5%
- Common stock 6.1%
Consultants and advisers
- Alliance Bernstein, L.P. Investment adviser (plan)through Feb 28, 2023 Form 5500
- Macquarie (delaware) Investment adviser (plan)through Feb 28, 2023 Form 5500
- Bnym Walter Sc Intl Sma Investment adviser (plan)through Feb 28, 2023 Form 5500
+3 more consultants and advisers 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
What changed
- Dec 31, 2024Consultant changedinferenceCambiar Investors no longer appears on Pension Plan for the Employees of Ennis, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Cambria Investors, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceDelaware Large Cap Value no longer appears on Pension Plan for the Employees of Ennis, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Macquarie (delaware)askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAlliancebernstein Cons Growth no longer appears on Pension Plan for the Employees of Ennis, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Alliance Bernstein, L.P.askebsa.dol.gov
- Mar 1, 2024Funded status changedPension Plan for the Employees of Ennis, Inc. funded ratio 92.6% -> 95.3% (2023-03-01 to 2024-03-01)
- Mar 1, 2023Funded status changedPension Plan for the Employees of Ennis, Inc. funded ratio 116.2% -> 92.6% (2022-03-01 to 2023-03-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Feb 28, 2025 | 834 | $51.8M | $48.7M | 95.3% | $53.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Feb 29, 2024 | 857 | $49.2M | $47.9M | 92.6% | $51.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 919 | $61.0M | $47.9M | 116.2% | $49.2M | Not disclosed | Not disclosed | Not disclosed |
- PNC Bank codes 21 27 28 50 $125,147 PY2024
- Definiti codes 11 $20,125 PY2024
- Bnym Walter Sc Intl Sma codes 27 51 $8,081 PY2024
+15 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, managers.
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+3 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
+7 connections on the graph
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