This allocator's name, 2 more advisers, 10 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Wisconsin
Corporate pension, based in Neenah, Wisconsin, reporting $872M in assets, for 9,766 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $872M
- Funded ratio
- 81.7%
- Fund commitments
- 5
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Curcio Webb.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Msci Acwi Ex-Us Imi Nl Fd3 commitments
- Long Duration Corporate Credit Scre3 commitments
- NT Coll Long Term Gov Bnd Idx Fd Nl3 commitments
- Blackrock Institutional Trust Company, N.A.7 commitments
- Northern Trust Investments, Inc.3 commitments
- Northern Trust Investments, Incorporated3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 40.2%
- U.S. Government securities 12.6%
- Common/collective trusts 41.7%
- Common stock 2.9%
- Curcio Webb General consultantthrough Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
+2 more consultants and advisers 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.
- Blackrock Institutional Trust Company, N.A.7 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Northern Trust Investments, Incorporated3 rows, latest Dec 31, 2024
- Northern Trust Investments, Incorporatedplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Holding started
- Dec 31, 2024Consultant changedinferencewith Curcio Webbaskebsa.dol.gov
- Dec 31, 2024Assets changeddown $98.4Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Curcio Webbaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 11 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-Us Imi Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $75.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Corporate Credit Screcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $113M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Coll Long Term Gov Bnd Idx Fd Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $87.5M held | Disclosed holding | askebsa.dol.gov |
+10 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 9,766 | $967M | $1.0B | 81.7% | $872M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 10,207 | $1.0B | $1.1B | 80.0% | $970M | $193M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 10,953 | $1.5B | $1.1B | 91.1% | $1.0B | $197M | Not disclosed | Not disclosed |
- FID Inv Inst Ops Co LLC codes 15 50 $697,385 PY2024
- Nisa Investment Advisors, LLC codes 28 50 51 $283,270 PY2024
- Legal & General Inv Mgmt, America codes 28 50 51 $274,039 PY2024
+42 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
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source
- Funded status changed2023-01-01source
- Consultant changed2023-12-31source
+3 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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.