This allocator's name, 2 more managers, 9 more commitments and 1 more dated event
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Corporate pension in Colorado
Corporate pension, based in Geeenwood Village, Colorado, for 497 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 118.4%
- Fund commitments
- 7
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Onedigital.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock US Equity Market Index Fd2 commitments
- Blackrock Mid Cap Equity Index Fund2 commitments
- US Real Estate Security Trust2 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- American Century2 commitments
- Wells Fargo2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 66.9%
- Corporate debt instruments (preferred) 1.2%
- Other investments 5.6%
- Other loans 0.7%
- Partnership/joint venture interests 6.0%
- Common/collective trusts 13.0%
- Registered investment companies 4.4%
- Onedigital Pension consultantthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2023
- American Century2 rows, latest Dec 31, 2023
- Wells Fargo2 rows, latest Dec 31, 2023
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- American Centuryplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith Onedigitalaskebsa.dol.gov
- Dec 31, 2024Assets changeddown $35.2Maskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding started
- Jan 1, 2023Funded status changeddown 14 pointsaskebsa.dol.gov
+1 more dated event
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Blackrock US Equity Market Index Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $798,220 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Mid Cap Equity Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $743,177 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Emerging Markets Equity Fundcollective trust | Goldman Sachs Trust Company | Public equity | $288,742 held | Disclosed holding | askebsa.dol.gov |
+9 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 497 | $35.1M | $28.4M | 118.4% | $0 | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 552 | $35.4M | $31.2M | 116.8% | $35.2M | $2.1M | $0 | $0 |
| 2022 to Dec 31, 2022 | 557 | $44.8M | $30.9M | 130.7% | $35.4M | $1.9M | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 13 50 $104,656 PY2024
- Deloitte & Touche, LLP codes 10 50 $49,100 PY2024
- Onedigital Investment Advisors LLC codes 17 50 $15,078 PY2024
+29 more service providers
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Provenance
Not yet on record: assets.
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths 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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Funded status changed2023-01-01source
+3 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
+8 connections on the graph
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