This allocator's name and 1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in Pennsylvania
Corporate pension, based in Glen Rock, Pennsylvania, reporting $98.6M in assets, for 603 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $98.6M
- Funded ratio
- 87.4%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Msci Acwi Equity Index Fd1 commitment
- US Bank National Association1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.4%
- Common/collective trusts 99.6%
- Vanguard Advisors Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 2022 Form 5500
- The Vanguard Group Directed trusteethrough Dec 31, 2022 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.
- US Bank National Association1 row, latest Dec 31, 2024
- Jan 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith The Retirement Advantage, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changeddown 39 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $34.0Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Msci Acwi Equity Index Fdcollective trust | US Bank National Association | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 603 | $103M | $83.4M | 87.4% | $98.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 648 | $99.2M | $82.3M | 84.2% | $103M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 653 | $133M | $79.6M | 123.0% | $98.4M | Not disclosed | Not disclosed | Not disclosed |
- Vanguard Advisors, Inc. codes 27 51 52 68 $86,674 PY2024
- The Angell Pension Group, Inc. codes 11 $51,128 PY2024
- Vanguard Fiduciary Trust Company codes 13 25 50 $20,539 PY2024
+17 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
+1 more change 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.