This allocator's name, 21 more commitments and 3 more dated events
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 Louisiana
Corporate pension, based in Monroe, Louisiana, reporting $36.8M in assets, for 569 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $36.8M
- Funded ratio
- 106.2%
- Fund commitments
- 11
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 8-Year Ldi Fixed Income Fd3 commitments
- Emerging Markets Fund3 commitments
- Russell 10-15 Yr Strips Fxd Inc Fd3 commitments
- Russell Trust Company22 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 99.4%
- Russell Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Willis Tower Watson Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Russell Trust Company22 rows, latest Dec 31, 2024
- Russell Investmentsplan years
- Russell Trust Companyplan years
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2023Holding started
- Dec 31, 2023Holding endedinference
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell Small Cap Fundcollective trust | Russell Trust Company | Public equity | $704,428 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 8-Year Ldi Fixed Income Fdcollective trust | Russell Trust Company | Fixed income | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Emerging Markets Fundcollective trust | Russell Trust Company | Public equity | $913,984 held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 569 | $40.5M | $39.0M | 106.2% | $36.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 589 | $42.1M | $42.5M | 105.1% | $40.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 616 | $56.0M | $44.5M | 119.4% | $42.1M | Not disclosed | Not disclosed | Not disclosed |
- Russell Investments Trust Company codes 25 28 50 99 $115,508 PY2024
- Willis Tower Watson codes 11 12 14 15 17 34 38 50 70 $57,710 PY2024
- Ritc 10-15 Year Strips Fixed Income Sched. D C $4.7M PY2024
+32 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
Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2024-12-31source
+5 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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.