This allocator's name and 2 more dated events
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Corporate pension in Pennsylvania
Corporate pension, based in Mechanicsburg, Pennsylvania, reporting $688,663 in assets, for 1,001 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $688,663
- Funded ratio
- 89.6%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Cbiz Ris.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective S&p 500 Index Fund2 commitments
- Northern Trust Investments, Inc.2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.0%
- Registered investment companies 100.0%
- Northern Trust Investments, Inc.2 rows, latest Dec 31, 2023
- Loomis Saylesplan years 2022
- this allocatorplan years 2022
- Dec 31, 2024Consultant changedinferencewith Cbiz Risaskebsa.dol.gov
- Dec 31, 2024Assets changeddown $96.5Maskebsa.dol.gov
- Jan 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$16.9Maskebsa.dol.gov
- Dec 31, 2023Assets changed$17.0Maskebsa.dol.gov
+2 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 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $18.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $12.9M 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 | 1,001 | $97.1M | $95.2M | 89.6% | $688,663 | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,032 | $80.2M | $98.4M | 86.7% | $97.2M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,206 | $109M | $102M | 103.4% | $80.2M | $5.9M | Not disclosed | Not disclosed |
- Cbiz codes 11 15 17 50 64 70 $315,477 PY2024
- Loomis Sayles & Company LP codes 28 50 65 $251,754 PY2024
- this allocator codes 13 28 50 51 $33,453 PY2024
+10 more service providers
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Provenance
Not yet on record: managers.
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2024-12-31source
+4 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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