This allocator's name, 1 more adviser and 5 more dated events
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Corporate pension in Maryland
Corporate pension, based in Linthicum, Maryland, reporting $6.7M in assets, for 1,993 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $6.7M
- Funded ratio
- 115.8%
Nothing material in the last 90 days. Last change: 31 Dec 2023, Changed investment consultant to NEW England Pension Consultants.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.7%
- Partnership/joint venture interests 7.4%
- Registered investment companies 90.9%
- Brown Advisory Investment adviser (plan)through Dec 31, 2022 Form 5500
- NEW England Pension Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wilmington Trust 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.
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- Voya Financial, Incplan years 2022
- Fidelity Investmentsplan years 2022
- Boston Partners Global Investorsplan years 2022
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2023Manager relationship endedinferencewith DF Dent & Co.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith NEW England Pension Consultantsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Voya Financial, Incaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith NCS Group Trust International Fundaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Earnest Partnersaskebsa.dol.gov
+5 more dated events
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 1,993 | $214M | $203M | 115.8% | $6.7M | $494,326 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,857 | $264M | $199M | 128.1% | $214M | $149M | Not disclosed | Not disclosed |
- Fidelity Management Trust Co. codes 28 51 $191,914 PY2023
- Brown Advisory, LLC codes 27 50 $79,643 PY2023
- Wilmington Trust Company codes 21 50 $38,630 PY2023
+16 more service providers
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Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2023-01-01source
- Manager relationship ended2023-12-31source
- Manager relationship ended2023-12-31source
+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
+14 connections on the graph
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