This allocator's name and 2 more advisers
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Corporate pension in Michigan
Corporate pension, based in Zeeland, Michigan, reporting $175,378 in assets, for 1,079 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $175,378
- Funded ratio
- 112.4%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- DB Growth Portfolio2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (preferred) 48.0%
- U.S. Government securities 13.9%
- Other investments 5.9%
- Common/collective trusts 29.7%
- Registered investment companies 0.4%
- SLC Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
+2 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 $249/month unless canceled.
- Dec 31, 2024Assets changeddown $128Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 18 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $44.8Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust Collective Investment Trust | Pooled vehicles | $38.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | DB Growth Portfoliocollective trust | Wilmington Trust Collective Investment Trust | Pooled vehicles | $39.7M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,079 | $128M | $122M | 112.4% | $175,378 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,147 | $134M | $133M | 111.4% | $128M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,209 | $179M | $134M | 128.9% | $134M | Not disclosed | Not disclosed | Not disclosed |
- Cbiz codes 11 15 17 38 50 64 70 $895,752 PY2024
- SLC Management codes 27 50 $189,022 PY2024
- CAP Financial Partners, LLC codes 27 50 51 $90,000 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
Record history
- Funded status changed2023-01-01source
- Total assets changed2023-01-01source
- Total assets changed2024-12-31source
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
+6 connections on the graph
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