2 more advisers
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Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.
Corporate pension, based in Bedford, New Hampshire, for 559 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 102.2%
- Fund commitments
- 2
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2025, Gallagher Benefit Services, Inc. appears on Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.'s Schedule C as investment manager (plan year 2025 vs 2024).
Capital path
who backs this record, through what, into what; each name opens its own path- Prudential Short-Term1 commitment
- Agilis Long Credit Fund1 commitment
- Empower Annuity Insurance Company1 commitment
- Agilis Partners LLC1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 30.0%
- Insurance company general account 0.3%
- Common/collective trusts 48.1%
- Pooled separate accounts 16.5%
- Gallagher Fiduciary Advisors Actuarythrough Dec 31, 2025 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2025 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2025 Form 5500
+2 more consultants and advisers advise this allocator
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- Empower Annuity Insurance Company1 row, latest Dec 31, 2024
- Agilis Partners LLC1 row, latest Dec 31, 2024
- Agilis Partners LLCplan years
- Empower Annuity Insurance Companyplan years
- Dec 31, 2025Manager relationship startedGallagher Benefit Services, Inc. appears on Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.'s Schedule C as investment manager (plan year 2025 vs 2024)with Gallagher Fiduciary Advisorsaskebsa.dol.gov
- Dec 31, 2025Assets changedPension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. total assets $67M -> $0 (-100.0%, 2024-12-31 to 2025-12-31)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Agilis Long Credit Fundcollective trust | Agilis Partners LLC | Private credit | $32.1M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 559 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 582 | $68.8M | $67.3M | 102.2% | $66.7M | Not disclosed | Not disclosed | Not disclosed |
- Gallagher Benefit Services, Inc. codes 11 15 27 28 50 $301,519 PY2025
- Agilis Partners LLC codes 11 15 27 28 50 $104,174 PY2025
- Principal codes 21 50 64 65 $46,228 PY2025
+11 more service providers
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Provenance
Not yet on record: assets.
Record history
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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