This allocator's name, 1 more adviser and 9 more commitments
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Corporate pension in Pennsylvania
Corporate pension, based in Peach Glen, Pennsylvania, reporting $22.3M in assets, for 504 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $22.3M
- Funded ratio
- 85.8%
- Fund commitments
- 4
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Nov 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- 14 Year Ldi Fixed Income Fund3 commitments
- Russell 25 Plus Yr Strips Fixed Inc3 commitments
- Long Duration Fixed Income Fund3 commitments
- Russell Trust Company12 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 98.2%
- Russell Trust Company Directed trusteethrough Oct 31, 2023 Form 5500
- Gallagher Fiduciary Advisors Actuarythrough Oct 31, 2023 Form 5500
- Penchecks Directed trusteethrough Oct 31, 2023 Form 5500
+1 more consultant or adviser 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.
- Russell Trust Company12 rows, latest Oct 31, 2025
- Russell Trust Companyplan years
- Nov 1, 2024Assets changed$3.5Maskebsa.dol.gov
- Oct 31, 2024Assets changed$3.5Maskebsa.dol.gov
- Nov 1, 2023Funded status changeddown 8 pointsaskebsa.dol.gov
- Nov 1, 2023Assets changeddown $7.7Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | 14 Year Ldi Fixed Income Fundcollective trust | Russell Trust Company | Fixed income | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Russell 25 Plus Yr Strips Fixed Inccollective trust | Russell Trust Company | Fixed income | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Long Duration Fixed Income Fundcollective trust | Russell Trust Company | Fixed income | $858,630 held | Disclosed holding | askebsa.dol.gov |
+9 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 Oct 31, 2025 | 504 | $20.3M | $21.9M | 85.8% | $22.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 520 | $16.8M | $21.9M | 84.4% | $20.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 779 | $24.5M | $29.3M | 92.0% | $16.9M | Not disclosed | Not disclosed | Not disclosed |
- Russell Investments Trust Company codes 25 27 28 99 $137,154 PY2024
- Gallagher Benefit Service, Inc. codes 11 17 $21,285 PY2024
- Russell 14 Yr Ldi Fixed Sched. D C $2.6M PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Funded status changed2023-11-01source
- Total assets changed2023-11-01source
- Total assets changed2024-11-01source
+1 more change 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
+6 connections on the graph
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