Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees
Corporate pension, based in FT. Mill, South Carolina, reporting $17.2M in assets, for 264 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees funded ratio 144.9% -> 156.8% (2023-01-01 to 2024-01-01).
4 more advisers
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Relationship network
13 connected entities
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.
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Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- 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.
- Which managers has Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees committed the most to, and when?
- Which consultants advise Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees, and on which commitments?
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Master trust investment accounts 100.0%
Consultants and advisers
- Cbiz Ris Pension consultantthrough Dec 31, 2022 Form 5500
- T Rowe Price Associates Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cook Street Consulting, Inc Pension consultantthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers 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
- Blackrock Institutional Trust Co,naplan years 2022
What changed
- Jan 1, 2024Funded status changedKennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees funded ratio 144.9% -> 156.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedKennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees funded ratio 186.3% -> 144.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedKennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees plan assets $24M -> $18M (-25.2%, 2022-01-01 to 2023-01-01)
Commitments
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 | 264 | $18.1M | $11.3M | 156.8% | $17.2M | Not disclosed | $17.2M | Not disclosed |
| 2023 to Dec 31, 2023 | 278 | $17.8M | $12.1M | 144.9% | $18.1M | Not disclosed | $18.1M | Not disclosed |
| 2022 to Dec 31, 2022 | 298 | $23.8M | $12.6M | 186.3% | $17.8M | Not disclosed | $17.8M | Not disclosed |
- Cbiz Retirement Plan Services codes 14 15 17 50 $33,422 PY2024
- Nisa Investment Advisors codes 27 $23,505 PY2024
- BDO USA, P.C. codes 10 50 $23,406 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source 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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.