Alpha Legacy Company Pension Plan
Corporate pension, based in Bristol, Tennessee, reporting $369M in assets, for 9,254 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
1 more adviser and 2 more commitments
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- Comerica Short-Term Fund1 commitment
- Russell Instl Multi Asset Core Plus1 commitment
- Russell 25 Plus Yr Strips Fixed Inc1 commitment
- Russell Trust Company4 commitments
- Comerica Bank1 commitment
Relationship network
18 connected entities5 observed commitments1 repeat counterpartycommitments 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
- Interest-bearing cash 0.3%
- Insurance company general account 3.5%
- Common/collective trusts 65.5%
- Master trust investment accounts 26.0%
Consultants and advisers
- Milliman, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Willis Towers Watson Actuarythrough Dec 31, 2024 Form 5500
- Comerica Bank Custodianthrough Dec 31, 2024 Form 5500
+1 more consultant or adviser 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
- Russell Trust Company4 rows, latest Dec 31, 2024
- Comerica Bank1 row, latest Dec 31, 2024
- Russell Trust Companyplan years
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell Instl Multi Asset Core Pluscollective trust | Russell Trust Company | Fixed income | $123M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 25 Plus Yr Strips Fixed Inccollective trust | Russell Trust Company | Fixed income | $55.6M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 9,254 | $388M | $492M | 83.8% | $369M | Not disclosed | $96.0M | Not disclosed |
- Russell Trust Company codes 15 $1.4M PY2024
- Milliman, Inc. codes 11 17 27 $533,908 PY2024
- Willis Towers Watson codes 11 15 $264,325 PY2024
+8 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
›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.