Swift Pension Plan
Corporate pension, based in Culpeper, Virginia, reporting $216M in assets, for 555 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Swift Pension Plan first reports an interest in Wellington Cif II US Inv Grd Corp L (Wellington Management): $83M at 2024-12-31.
1 more commitment and 2 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- SEI Long Duration Fund Ct-12 commitments
- IR M Intermediate Credit1 commitment
- Wellington Cif II US Inv Grd Corp L1 commitment
- Wellington Management1 commitment
Relationship network
11 connected entities4 observed commitments1 repeat counterpartycommitments 2022 to 2024
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 0.2%
- Common/collective trusts 46.8%
- Registered investment companies 53.0%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Wellington Management1 row, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding startedSwift Pension Plan first reports an interest in Wellington Cif II US Inv Grd Corp L (Wellington Management): $83M at 2024-12-31with Wellington Managementaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceSwift Pension Plan no longer reports SEI Long Duration Fund Ct-1 (last held $84M at 2023-12-31; absent from the 2024-12-31 filing)with SEI Long Duration Fund Ct-1askebsa.dol.gov
- Dec 31, 2024Holding startedSwift Pension Plan first reports an interest in IR M Intermediate Credit (Income Research & Mgmt. Inc.): $18M at 2024-12-31with Income Research & Mgmt. Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changedSwift Pension Plan funded ratio 106.1% -> 104.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSwift Pension Plan total assets $203M -> $226M (+11.1%, 2022-12-31 to 2023-12-31)
+2 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, 2024 | IR M Intermediate Creditcollective trust | Ir&m Trust Company | Private credit | $18.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wellington Cif II US Inv Grd Corp Lcollective trust | Wellington Management | Pooled vehicles | $83.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Long Duration Fund Ct-1collective trust | SEI Trust Company | Fixed income | $83.7M 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 | 555 | $193M | $135M | 104.0% | $216M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 562 | $176M | $128M | 106.1% | $226M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 583 | $244M | $125M | 121.4% | $203M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insur Co of America codes 64 $45,454 PY2024
- SEI Long Duration Fund Ct-1 Sched. D C PY2024
- Ir+m Intermediate Collective B Sched. D C $18.1M PY2024
+8 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+4 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
+2 connections on the graph
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