This allocator's name, 38 more commitments and 5 more dated events
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Corporate pension in Arizona
Corporate pension, based in Scottsdale, Arizona, reporting $44.1M in assets, for 216 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $44.1M
- Funded ratio
- 101.3%
- Fund commitments
- 16
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- AON Return Enhancing Alt Portfolio3 commitments
- AON Global Real Estate Fund3 commitments
- AON Intermediate Credit Bond Fund3 commitments
- AON Trust Company LLC35 commitments
- AON Hewitt3 commitments
- AON Investment USA, Inc.3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.5%
- 103-12 investment entities 4.2%
- Common/collective trusts 93.4%
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- AON Trust Company LLC35 rows, latest Dec 31, 2024
- AON Hewitt3 rows, latest Dec 31, 2024
- AON Investment USA, Inc.3 rows, latest Dec 31, 2024
- AON Hewittplan years
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
+5 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 | AON Return Enhancing Alt Portfolio103 12 ie | AON Hewitt | Pooled vehicles | $695,029 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Global Real Estate Fundcollective trust | AON Trust Company LLC | Real estate | $72,322 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $5.4M held | Disclosed holding | askebsa.dol.gov |
+38 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 | 216 | $46.3M | $48.2M | 101.3% | $44.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 222 | $45.0M | $50.6M | 97.9% | $46.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 227 | $59.9M | $50.7M | 113.2% | $45.0M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting Inc. codes 11 28 51 $158,781 PY2024
- Moss Adams LLP codes 10 50 $28,665 PY2024
- AON Hewitt Intermediate Cred Bd Fd Sched. D C $5.4M PY2024
+54 more service providers
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Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+7 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
+3 connections on the graph
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