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Allocators
Philadelphia, PA
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $847,012 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 25 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B••• o• N•• Y••• M••••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| P•••••• I••••••• M••••••••• C• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P••• I•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| N••• I••••••••• A•••••••• L•• | Investment management |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 28 | $309M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 26 | $280M | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 10 | $105M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $52.0M | Dec 31, 2024 | Derived |
| Pension consultant |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| A•• C••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A••••• S•••••••• L•• | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2022 |
| no |
| fact |
| W••••••••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |