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Amalgamated Sugar Company Hourly Retirement Plan

Corporate pension· Boise, Idaho

Corporate pension, based in Boise, Idaho, reporting $224M in assets, for 2,379 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$224M
Funded ratio
93.6%
Fund commitments
8
Managers
2
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Commitments (8)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Sep 2025, Amalgamated Sugar Company Hourly Retirement Plan no longer reports Amalgamated Sugar Company Core Fi (Nuveen, LLC) (last held $21M at 2024-09-30; absent from the 2025-09-30 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
Amalgamated Sugar Company Hourly Retirement Plan
Funds committed to
All 8
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$224M
Total assets, Sep 30, 2025 reported
Funded
93.6%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
8
2 managers on Schedule C
Plan sponsor: Amalgamated Sugar Company
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Insurance company general account 2.3%
  • Common/collective trusts 55.6%
  • Pooled separate accounts 18.3%
  • Registered investment companies 23.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
  • Sep 30, 2025Holding endedinference
    Amalgamated Sugar Company Hourly Retirement Plan no longer reports Amalgamated Sugar Company Core Fi (Nuveen, LLC) (last held $21M at 2024-09-30; absent from the 2025-09-30 filing)
    with Nuveen, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    NFP Retirement Inc appears on Amalgamated Sugar Company Hourly Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wealthspire Retirement Advisoryaskebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Amalgamated Sugar Company Hourly Retirement Plan funded ratio 90.0% -> 93.6% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Amalgamated Sugar Company Hourly Retirement Plan plan assets $179M -> $214M (+19.4%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Amalgamated Sugar Company Hourly Retirement Plan total assets $179M -> $214M (+19.3%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
23 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Small Cap Growth II Cl L1collective trustWilmington Trust, N.A.Public equity$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Small Cap Value/silvercrestseparate accountEmpower Annuity Insurance CompanyPublic equity$14.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025International Blend/wellingtonseparate accountEmpower Annuity Insurance CompanyPooled vehicles$26.2M heldDisclosed holdingaskebsa.dol.gov

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Size and funding
33 readings
Total assets
$224M Sep 30, 2025 reported Form 5500
$214M (2024-09) · $179M (2023-09)
Plan assets
$214M Oct 1, 2024 reported Form 5500
$179M (2023-10) · $164M (2022-10)
Net assets
$224M Sep 30, 2025 reported Form 5500
$214M (2024-09) · $179M (2023-09)
Funded ratio
93.6% Oct 1, 2024 reported Form 5500
90.0% (2023-10) · 88.7% (2022-10)
Funding target
$205M Oct 1, 2024 reported Form 5500
$208M (2023-10) · $203M (2022-10)
Discount rate
5.39% Oct 1, 2024 reported Form 5500
5.29% (2023-10) · 5.46% (2022-10)
Participants
2,379 Oct 1, 2024 reported Form 5500
2,251 (2023-10) · 2,217 (2022-10)
Contributions
$6.6M Sep 30, 2025 reported Form 5500
$7.8M (2024-09) · $9.4M (2023-09)
Benefits paid
$13.4M Sep 30, 2025 reported Form 5500
$14.3M (2024-09) · $13.0M (2023-09)
Net investment income
$10.2M Sep 30, 2025 reported Form 5500
$34.6M (2024-09) · $15.2M (2023-09)
Investment management fees
$37,761 Sep 30, 2025 reported Form 5500
$16,380 (2024-09) · $54,815 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20252,379$214M$205M93.6%$224MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20242,251$179M$208M90.0%$214MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20232,217$164M$203M88.7%$179MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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Provenance
Identifiers: EIN-PN 870568755-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Record history

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2025-09-30source
  • Funded status changed
    2024-10-01source
  • Manager relationship started
    2024-12-31source

+2 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

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