This allocator's name, 27 more commitments and 8 more dated events
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Corporate pension in Pennsylvania
Corporate pension, based in King of Prussia, Pennsylvania, reporting $141M in assets, for 978 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $141M
- Funded ratio
- 80.9%
- Fund commitments
- 14
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 10-15 Yr Strips Fxd Inc Fd3 commitments
- Russell Real Estate Equity Fund3 commitments
- Russell 25 Plus Yr Strips Fixed Inc3 commitments
- Russell Trust Company30 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 89.6%
- Russell Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Actuarythrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Russell Trust Company30 rows, latest Dec 31, 2024
- Russell Trust Companyplan years
- Dec 31, 2024Holding endedinference
- Dec 31, 2023Holding started
- Dec 31, 2023Holding started
- Dec 31, 2023Holding started
- Dec 31, 2023Holding started
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Private Markets Fund 2019 LPcollective trust | Russell Trust Company | Private equity | $19.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Index Fund - Series1collective trust | Russell Trust Company | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 10-15 Yr Strips Fxd Inc Fdcollective trust | Russell Trust Company | Pooled vehicles | $16.1M held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 978 | $133M | $181M | 80.9% | $141M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,100 | $142M | $196M | 80.0% | $134M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,284 | $219M | $228M | 96.2% | $143M | $14.4M | Not disclosed | Not disclosed |
- Russell Trust Company codes 25 50 99 $234,945 PY2024
- Telus Health codes 13 50 $205,000 PY2024
- Mercer codes 11 50 $64,167 PY2024
+43 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+10 more changes on this record's ledger
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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
+5 connections on the graph
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