DFX Intelligence

The Gonnella Pension Plan

Corporate pension· Schaumburg, Illinois

Corporate pension, based in Schaumburg, Illinois, for 342 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 97.7%

View relationships Ask DFX about this allocator

Open searches Allocation policy Consultants

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Deloitte Consulting LLP appears on The Gonnella Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).

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.

Reading the network

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.

Ask DFX about this network

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

not established

Total assets, Nov 30, 2024 reported

Funded

97.7%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2023

Commitments

none on the tape

Plan sponsor: Gonnella Baking Company

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.8%
Corporate debt instruments (other) 52.9%
U.S. Government securities 20.0%
Registered investment companies 25.1%
Common stock 0.0%

Consultants and advisers

3 firms

Deloitte Consulting LLP Accounting firmActuarythrough Nov 30, 2024 Form 5500
October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500
First State Trust Company Directed trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on Schedule C

From Schedule C (investment management, code 28)

Morgan Stanley Smith Barneyplan years 2022
SLC Managementplan years 2022

What changed

4 events

Dec 31, 2024Consultant changedinference
Deloitte Consulting LLP appears on The Gonnella Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Deloitte Consulting LLPaskebsa.dol.gov
Nov 30, 2024Assets changed
The Gonnella Pension Plan total assets $59M -> $0 (-100.0%, 2023-12-31 to 2024-11-30)
askebsa.dol.gov
Jan 1, 2023Funded status changed
The Gonnella Pension Plan funded ratio 119.0% -> 97.7% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
The Gonnella Pension Plan plan assets $75M -> $57M (-23.7%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

29 readings

Total assets

$0 Nov 30, 2024 reported Form 5500

$59.3M (2023-12) · $57.4M (2022-12)

Plan assets

$57.4M Jan 1, 2023 reported Form 5500

$75.2M (2022-01)

Net assets

$0 Nov 30, 2024 reported Form 5500

$59.2M (2023-12) · $57.4M (2022-12)

Funded ratio

97.7% Jan 1, 2023 reported Form 5500

119.0% (2022-01)

Funding target

$51.7M Jan 1, 2023 reported Form 5500

$50.3M (2022-01)

Discount rate

5.22% Jan 1, 2023 reported Form 5500

5.40% (2022-01)

Participants

342 Jan 1, 2024 reported Form 5500

353 (2023-01) · 354 (2022-01)

Contributions

$0 Nov 30, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$16.4M Nov 30, 2024 reported Form 5500

$2.9M (2023-12) · $2.9M (2022-12)

Net investment income

-$18.0M Nov 30, 2024 reported Form 5500

$1.8M (2023-12) · -$17.8M (2022-12)

Investment management fees

$103,558 Nov 30, 2024 reported Form 5500

$222,148 (2023-12) · $237,951 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Nov 30, 2024	342	Not disclosed	Not disclosed	n/a	$0	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	353	$57.4M	$51.7M	97.7%	$59.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	354	$75.2M	$50.3M	119.0%	$57.4M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

October Three Consulting LLC codes 11 $206,712 PY2024
SLC Management codes 28 $56,058 PY2024
Morgan Stanley Smith Barney codes 28 $47,500 PY2024

+13 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 361143800-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 30, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: assets, fund commitments, managers.

Record history

4 dated events on the change ledger, latest event first

Consultant changed
2024-12-31source on record
Total assets changed
2024-11-30source on record
Funded status changed
2023-01-01source on record

+1 more change on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.