1 more adviser and 3 more commitments
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American Postal Workers Union Health Plan Management Staff Pension Plan
Corporate pension, based in Elkridge, Maryland, reporting $27.3M in assets, for 173 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $27.3M
- Funded ratio
- 108.7%
- Fund commitments
- 2
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, American Postal Workers Union Health Plan Management Staff Pension Plan funded ratio 105.6% -> 108.7% (2023-01-01 to 2024-01-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Equity Group Trust3 commitments
- Fixed Income Group Trust3 commitments
- Marco Consulting6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 8.7%
- Partnership/joint venture interests 8.2%
- 103-12 investment entities 27.7%
- Registered investment companies 54.8%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Marco Consulting6 rows, latest Dec 31, 2024
- Marco Consultingplan years
- American Realty Advisorsplan years 2022
- Jan 1, 2024Funded status changedAmerican Postal Workers Union Health Plan Management Staff Pension Plan funded ratio 105.6% -> 108.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAmerican Postal Workers Union Health Plan Management Staff Pension Plan funded ratio 118.0% -> 105.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican Postal Workers Union Health Plan Management Staff Pension Plan plan assets $33M -> $28M (-14.4%, 2022-01-01 to 2023-01-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Equity Group Trust103 12 ie | Marco Consulting | Public equity | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fixed Income Group Trust103 12 ie | Marco Consulting | Fixed income | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Equity Group Trust103 12 ie | Marco Consulting | Public equity | $3.5M held | Disclosed holding | askebsa.dol.gov |
+3 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 | 173 | $29.2M | $28.1M | 108.7% | $27.3M | $2.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 167 | $28.2M | $28.2M | 105.6% | $29.2M | $3.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 167 | $32.9M | $26.7M | 118.0% | $28.3M | $4.8M | Not disclosed | Not disclosed |
- Willistowerswatson codes 11 17 50 $59,742 PY2024
- Segal Marco Advisors codes 27 31 50 $44,833 PY2024
- Withumsmith+brown, PC codes 10 50 $32,240 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
American Postal Workers Union Health Plan Management Staff Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2023-01-01source
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
+7 connections on the graph
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