This allocator's name
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Corporate pension in Massachusetts
Corporate pension, based in Quincy, Massachusetts, reporting $23.3M in assets, for 266 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $23.3M
- Funded ratio
- 95.4%
- Fund commitments
- 1
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Voya Retirement Ins & Annuity3 commitments
- Voya Retirement Ins & Annuity3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.4%
- Insurance company general account 49.1%
- Other investments 2.2%
- Pooled separate accounts 38.0%
- Registered investment companies 5.1%
- Common stock 5.2%
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 2022 Form 5500
- LPL Financial Actuarythrough Dec 31, 2022 Form 5500
- Voya Retirement Ins & Annuity3 rows, latest Dec 31, 2024
- Voya Retirement Ins & Annuityplan years 2022
- LPL Financialplan years 2024
- Dec 31, 2024Manager relationship startedwith LPL Financialaskebsa.dol.gov
- Dec 31, 2024Assets changed$2.7Maskebsa.dol.gov
- Jan 1, 2024Assets changed$2.0Maskebsa.dol.gov
- Dec 31, 2023Assets changed$2.0Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Voya Retirement Ins & Annuityseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Voya Retirement Ins & Annuityseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Voya Retirement Ins & Annuityseparate account | Voya Retirement Ins & Annuity | Pooled vehicles | $7.9M 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 | 266 | $20.6M | $22.2M | 95.4% | $23.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 253 | $18.6M | $20.8M | 97.0% | $20.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 258 | $19.6M | $19.6M | 98.4% | $18.6M | Not disclosed | Not disclosed | Not disclosed |
- LPL Financial codes 28 51 $14,114 PY2024
- Voya Retirement Ins & Annuity codes 28 52 $4,300 PY2024
- Angell Pension Group codes 11 49 PY2024
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Provenance
Record history
- Manager relationship started2024-12-31source
- Total assets changed2024-01-01source
- Total assets changed2023-12-31source
+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
+6 connections on the graph
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