Corporate pension in Idaho
Corporate pension, based in Eagle, Idaho, reporting $37.8M in assets, for 3,769 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Total assets changed.
This allocator's name and 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- 20+ Year U.S. Treasury Strips Index2 commitments
- Summit Global Equity Series Cif2 commitments
- State Street Global Advisors Trust Company2 commitments
Relationship network
14 connected entities4 observed commitments4 repeat counterpartiescommitments 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
›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 36.2%
- Registered investment companies 27.9%
Consultants and advisers
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- State Street Bank & Trust Company CustodianDirected trusteethrough Dec 31, 2023 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company2 rows, latest Dec 31, 2023
- Mercer Investments LLCplan years 2023
What changed
- Dec 31, 2024Assets changed$12.3Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Mercer Investments LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 31 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $9.8Maskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | 20+ Year U.S. Treasury Strips Indexcollective trust | State Street Global Advisors Trust Company | Fixed income | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Summit Global Equity Series Cifcollective trust | Mercer Strategic Solutions, LLC | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 20+ Year U.S. Treasury Strips Indexcollective trust | State Street Global Advisors Trust Company | Fixed income | $14.3M 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.
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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 | 3,769 | $25.8M | $34.8M | 81.4% | $37.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,815 | $24.0M | $32.6M | 81.0% | $25.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,850 | $33.7M | $29.2M | 112.5% | $24.1M | Not disclosed | Not disclosed | Not disclosed |
- Mercer (US) Inc. codes 11 50 $1.3M PY2024
- Eide Bailly LLP codes 10 50 $20,140 PY2024
- State Street Bank & Trust codes 19 25 50 99 $8,564 PY2024
+22 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Total assets changed2024-12-31source on record
- Consultant changed2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+6 connections on the graph
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