This allocator's name, 2 more advisers, 4 more managers, 15 more commitments and 16 more dated events
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Corporate pension in Wisconsin
Corporate pension, based in Brookfield, Wisconsin, reporting $51.6M in assets, for 300 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $51.6M
- Funded ratio
- 98.9%
- Fund commitments
- 8
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Segal Marco Advisors.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 2500 Index Fund3 commitments
- Multi-Employer Property Trust3 commitments
- State St S&p 500 Flagship Sec Lendi3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- NEW Tower Trust Company3 commitments
- State Street Global Advisors Trust Company3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Insurance company general account 2.5%
- Other investments 5.5%
- Partnership/joint venture interests 12.8%
- 103-12 investment entities 19.3%
- Common/collective trusts 57.3%
- RV Kuhns & Associates Investment adviser (plan)through Dec 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. 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.
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- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Income Research & Mgmt. Inc.plan years 2024
- GQG Partners LLCplan years
- Blackrock Institutional Trust Company, N.A.plan years
+9 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Consultant changedinferencewith Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Loomis Sayles Trust Companyaskebsa.dol.gov
+16 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 | Russell 2500 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State St S&p 500 Flagship Sec Lendicollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $7.3M held | Disclosed holding | askebsa.dol.gov |
+15 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 | 300 | $50.3M | $47.7M | 98.9% | $51.6M | $6.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 280 | $48.4M | $47.2M | 102.5% | $50.6M | $8.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 282 | $56.4M | $46.0M | 106.2% | $48.6M | $7.2M | Not disclosed | Not disclosed |
- RVK Inc codes 27 50 $57,000 PY2024
- Wellington Trust codes 50 51 68 $23,222 PY2024
- Legacy Professionals LLP codes 10 50 $21,657 PY2024
+51 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+18 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
+19 connections on the graph
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