This allocator's name, 5 more commitments and 4 more dated events
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Corporate pension in Virginia
Corporate pension, based in Lynchburg, Virginia, reporting $708,970 in assets, for 3,674 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $708,970
- Funded ratio
- 112.2%
- Fund commitments
- 8
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2023, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Short-Term Investment Fund1 commitment
- Russell Instl Multi Asset Core Plus1 commitment
- Russell 15-20 Yr Strips Fxd Inc Fd1 commitment
- Frank Russell Company7 commitments
- Russell Trust Company1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 99.5%
- Russell Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Frank Russell Company7 rows, latest Dec 31, 2022
- Russell Trust Company1 row, latest Dec 31, 2023
- Russell Trust Companyplan years
- Frank Russell Companyplan years
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding endedinference
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Short-Term Investment Fundcollective trust | Russell Trust Company | Cash | $705,703 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell Instl Multi Asset Core Pluscollective trust | Frank Russell Company | Fixed income | $55.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 15-20 Yr Strips Fxd Inc Fdcollective trust | Frank Russell Company | Pooled vehicles | $12.1M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 3,674 | Not disclosed | Not disclosed | n/a | $708,970 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,733 | $255M | $196M | 112.2% | $188M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 50 $1.6M PY2023
- Frank Russell Trust Company codes 25 28 50 51 61 99 $492,821 PY2023
- Hunton Andrews Kurth, LLP codes 29 50 $38,681 PY2023
+22 more service providers
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Provenance
Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+6 more changes 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
+5 connections on the graph
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