Beltone Electronics Corporation Retirement Plan
Corporate pension, based in Bloomington, Minnesota, reporting $6.1M in assets, for 262 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2024, Beltone Electronics Corporation Retirement Plan total assets $17M -> $6M (-62.9%, 2023-10-31 to 2024-10-31).
1 more commitment
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Pfg/federated Total Return Bond Cit1 commitment
- Principal/dodge & Cox Intermediate1 commitment
- Allspring Core Bond Cit F1 commitment
- Allspring2 commitments
- Dodge & Cox1 commitment
Relationship network
24 connected entities4 observed commitments1 repeat counterpartycommitments 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 99.6%
Consultants and advisers
- Principal Spectrum Asset Management Trusteethrough Oct 31, 2023 Form 5500
- USI Consulting Group Actuarythrough Oct 31, 2023 Form 5500
People
Manager roster
- Allspring2 rows, latest Oct 31, 2023
- Dodge & Cox1 row, latest Oct 31, 2023
- Allspringplan years
- Dodge & Coxplan years
What changed
- Oct 31, 2024Assets changedBeltone Electronics Corporation Retirement Plan total assets $17M -> $6M (-62.9%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Assets changedBeltone Electronics Corporation Retirement Plan plan assets $40M -> $17M (-58.3%, 2022-11-01 to 2023-11-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2023 | Pfg/federated Total Return Bond Citcollective trust | Principal | Fixed income | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Principal/dodge & Cox Intermediatecollective trust | Dodge & Cox | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Allspring Core Bond Cit Fcollective trust | Allspring | Fixed income | $1.8M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Oct 31, 2024 | 262 | $16.5M | $9.4M | 106.7% | $6.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 892 | $39.6M | $33.4M | 107.7% | $16.5M | Not disclosed | Not disclosed | Not disclosed |
- USI Consulting Group codes 11 15 17 38 50 $125,586 PY2023
- Principal Financial Group codes 21 27 28 31 50 51 63 $58,250 PY2023
- Mfederated Total Return Bond Cit N Sched. D C PY2023
+21 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
Provenance
Record history
- Total assets changed2024-10-31source on record
- Total assets changed2023-11-01source 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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.