Spurwink Services Defined Benefit Pension Plan
Corporate pension, based in Portland, Maine, for 598 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Spurwink Services Defined Benefit Pension Plan total assets $17M -> $0 (-100.0%, 2024-06-30 to 2025-06-30).
Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Pension Journey 20-80 Fund1 commitment
- Fiam Pension Journey 50-50 Fund1 commitment
- Fiam Group Trust2 commitments
Relationship network
9 connected entities2 observed commitments1 repeat counterpartycommitments 2023 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
- Common/collective trusts 100.0%
Consultants and advisers
- Fidelity Investments Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Fiam Group Trust2 rows, latest Jun 30, 2024
- Fidelity Institutional Asset Mgmtplan years 2023
What changed
- Jun 30, 2025Assets changedSpurwink Services Defined Benefit Pension Plan total assets $17M -> $0 (-100.0%, 2024-06-30 to 2025-06-30)
- Jun 30, 2024Holding endedinferenceSpurwink Services Defined Benefit Pension Plan no longer reports Fiam Pension Journey 50-50 Fund (Fiam Group Trust) (last held $22M at 2023-06-30; absent from the 2024-06-30 filing)with Fiam Group Trustaskebsa.dol.gov
- Jun 30, 2024Holding startedSpurwink Services Defined Benefit Pension Plan first reports an interest in Fiam Pension Journey 20-80 Fund (Fiam Group Trust): $17M at 2024-06-30with Fiam Group Trustaskebsa.dol.gov
- Jun 30, 2024Assets changedSpurwink Services Defined Benefit Pension Plan total assets $22M -> $17M (-20.4%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedSpurwink Services Defined Benefit Pension Plan funded ratio 85.7% -> 79.4% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2024 | Fiam Pension Journey 20-80 Fundcollective trust | Fiam Group Trust | Pooled vehicles | $17.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Fiam Pension Journey 50-50 Fundcollective trust | Fiam Group Trust | Pooled vehicles | $21.8M held | Disclosed holding | askebsa.dol.gov |
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 Jun 30, 2025 | 598 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 823 | $21.8M | $21.0M | 79.4% | $17.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 864 | $22.2M | $20.1M | 85.7% | $21.8M | Not disclosed | Not disclosed | Not disclosed |
- Fiam Pension Journey 20-80 Fund Sched. D C PY2024
- FID Inst Asset Management Co codes 28 51 $35,272 PY2023
- Fiam Pension Journey 20-80 Fund Sched. D C $17.3M PY2023
+6 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
Not yet on record: assets.
Record history
- Total assets changed2025-06-30source on record
- Holding in a pooled vehicle ended2024-06-30source on record
- Holding in a pooled vehicle started2024-06-30source on record
+2 more changes 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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.