DFX Intelligence
Lawrence Hall Retirement Plan
Corporate pension· Chicago, Illinois
Corporate pension, based in Chicago, Illinois, reporting $1.8M in assets, for 151 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $1.8M
- Funded ratio
- 100.5%
- Fund commitments
- 2
- Managers
- 1
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: 31 Dec 2024, Lawrence Hall Retirement Plan total assets $7M -> $2M (-73.7%, 2023-12-31 to 2024-12-31).
Capital path
who backs this record, through what, into what; each name opens its own pathLawrence Hall Retirement Plan
Funds committed to
- Pension Money Market2 commitments
- International Fund1 commitment
Managers
- Mutual of America3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$1.8M
Total assets, Dec 31, 2024 reported
Funded
100.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
1 manager on Schedule C
Plan sponsor: Lawrence Hall
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 4.4%
- Pooled separate accounts 75.5%
Consultants and advisers
2 firms
- Mchenry Advisers, Inc. Actuarythrough Dec 31, 2023 Form 5500
- Mutual of America Life Insurance Co Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
- Mutual of America3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Mutual of Americaplan years
- Global Portfolio Strategies, Inc.plan years 2022
What changed
5 events
- Dec 31, 2024Assets changedLawrence Hall Retirement Plan total assets $7M -> $2M (-73.7%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceLawrence Hall Retirement Plan no longer reports International Fund (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Small Cap Growth Fundaskebsa.dol.gov
- Dec 31, 2023Holding startedLawrence Hall Retirement Plan first reports an interest in Pension Money Market: $7M at 2023-12-31with Pension Money Marketaskebsa.dol.gov
- Jan 1, 2023Funded status changedLawrence Hall Retirement Plan funded ratio 116.9% -> 101.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLawrence Hall Retirement Plan plan assets $9M -> $7M (-21.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Pension Money Marketseparate account | Mutual of America | Cash | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Pension Money Marketseparate account | Mutual of America | Cash | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | International Fundseparate account | Mutual of America | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 151 | $6.7M | $6.7M | 100.5% | $1.8M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 156 | $6.9M | $6.8M | 101.7% | $6.7M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 162 | $8.8M | $7.6M | 116.9% | $6.9M | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pension Money Market Sched. D P $1.3M PY2024
- Mchenry Advisers, Inc. codes 11 PY2024
- Small Cap Growth Fund Sched. D P PY2023
+17 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Identifiers: EIN-PN 362167771-001
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 ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Funded status changed2023-01-01source
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.