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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Pennsylvania
Corporate pension, based in Beaver, Pennsylvania, reporting $128,948 in assets, for 564 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $128,948
- Funded ratio
- 89.0%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2023, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- IRM Intermediate Corporate Collecti1 commitment
- Ir+m Collective Investment1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 86.7%
- Income Research & Mgmt. Inc. General consultantthrough Dec 31, 2022 Form 5500
- Fiduciary Investment Advisors General consultantthrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough 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.
- Ir+m Collective Investment1 row, latest Dec 31, 2022
- Ir+m Collective Investmentplan years
- Dec 31, 2023Assets changeddown $34.5Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 19 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $10.3Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | IRM Intermediate Corporate Collecticollective trust | Ir+m Collective Investment | Pooled vehicles | $7.8M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 564 | $34.6M | $37.9M | 89.0% | $128,948 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 582 | $44.9M | $38.0M | 108.4% | $34.6M | Not disclosed | Not disclosed | Not disclosed |
- Income Research & Management codes 16 28 $25,973 PY2023
- Fiduciary Investment Advisors, LLC codes 16 27 $24,586 PY2023
- The Bank of New York Mellon codes 18 21 $11,609 PY2023
+9 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 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.
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
- Funded status changed2023-01-01source
- Total assets changed2023-01-01source
- Total assets changed2023-12-31source
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
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.