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 Ohio
Corporate pension, based in Marietta, Ohio, reporting $19.6M in assets, for 274 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $19.6M
- Funded ratio
- 99.5%
- Fund commitments
- 1
- Managers
- 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- Metlife Long Credit Collective Tr1 commitment
- Metlife1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 2.9%
- U.S. Government securities 7.7%
- Other investments 5.9%
- Common/collective trusts 74.5%
- Registered investment companies 8.8%
- Highland Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
- Charles Schwab Trust Bank Trusteethrough Dec 31, 2024 Form 5500
- Deloitte Consulting LLP Actuarythrough 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.
- Jan 1, 2024Funded status changed6 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 30 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $8.1Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Metlife Long Credit Collective Trcollective trust | Metlife | Private credit | $14.6M 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 | 274 | $20.4M | $22.4M | 99.5% | $19.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 276 | $19.3M | $22.8M | 93.0% | $20.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 280 | $27.3M | $22.0M | 122.9% | $19.3M | Not disclosed | Not disclosed | Not disclosed |
- Deloitte Consulting, LLP codes 11 $85,078 PY2024
- Highland Consulting Associates codes 27 $25,998 PY2024
- Schneider Downs & Co, Inc. codes 10 $22,669 PY2024
+13 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
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
- Total assets changed2023-01-01source
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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