This allocator's name
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Corporate pension in Massachusetts
Corporate pension, based in Westfield, Massachusetts, reporting $9.7M in assets, for 125 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $9.7M
- Funded ratio
- 91.2%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- MAP Contract - Separate Account D3 commitments
- Voya Retirement Ins & Annuity3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Insurance company general account 28.1%
- Pooled separate accounts 71.9%
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Voya Retirement Ins & Annuity3 rows, latest Dec 31, 2024
- Voya Retirement Ins & Annuityplan years
- Aetna Life Insurance Companyplan years 2022
- Jan 1, 2024Assets changed$826Kaskebsa.dol.gov
- Dec 31, 2023Assets changed$877Kaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 15 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $1.9Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | MAP Contract - Separate Account Dseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $984,008 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | MAP Contract - Separate Account Dseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | MAP Contract - Separate Account Dseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $5.7M 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 | 125 | $9.1M | $9.9M | 91.2% | $9.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 116 | $8.3M | $9.4M | 91.2% | $9.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 115 | $10.2M | $8.8M | 106.2% | $8.3M | Not disclosed | Not disclosed | Not disclosed |
- Aetna Life Insurance Company codes 28 $18,328 PY2024
- Fiducient Advisors, LLC codes 99 PY2024
- Brandywine Global Opp Bond Is Sched. D P $184,573 PY2024
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Provenance
Record history
- Funded status changed2023-01-01source
- Total assets changed2023-01-01source
- Total assets changed2024-01-01source
+1 more change 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
+4 connections on the graph
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