8 more commitments and 1 more dated event
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.
Cibc World Markets Retirement Plan for U.S. Employees
Corporate pension, based in NEW York, New York, reporting $111M in assets, for 1,276 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $111M
- Funded ratio
- 98.0%
- Fund commitments
- 4
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson US LLC appears on Cibc World Markets Retirement Plan for U.S. Employees's Schedule C as pension consultant (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Long Term Govt Bond Index Fund3 commitments
- Long Term Credit Bond Index Fund3 commitments
- Collective Trust Government Stif3 commitments
- Blackrock Institutional Trust Company, N.A.5 commitments
- Blackrock Insti. Trust Company, N.A3 commitments
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 80.0%
- Registered investment companies 19.9%
- Willis Towers Watson US LLC Actuarythrough Oct 31, 2025 Form 5500
- Mercer Actuarythrough Oct 31, 2023 Form 5500
- Bank of New York Mellon Trusteethrough Oct 31, 2023 Form 5500
- Blackrock Institutional Trust Company, N.A.5 rows, latest Oct 31, 2025
- Blackrock Insti. Trust Company, N.A3 rows, latest Oct 31, 2025
- BNY Mellon3 rows, latest Oct 31, 2025
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US LLC appears on Cibc World Markets Retirement Plan for U.S. Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Nov 1, 2024Funded status changedCibc World Markets Retirement Plan for U.S. Employees funded ratio 100.8% -> 98.0% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedCibc World Markets Retirement Plan for U.S. Employees plan assets $94M -> $109M (+15.9%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Holding startedCibc World Markets Retirement Plan for U.S. Employees first reports an interest in INT Govt/corp Bond Indexed: $23M at 2024-10-31with INT Govt/corp Bond Indexedaskebsa.dol.gov
- Oct 31, 2024Assets changedCibc World Markets Retirement Plan for U.S. Employees total assets $94M -> $109M (+15.9%, 2023-10-31 to 2024-10-31)
+1 more dated event
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 Oct 31, 2025 | INT Govt/corp Bond Indexedcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $23.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Long Term Credit Bond Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $50.4M held | Disclosed holding | askebsa.dol.gov |
+8 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 Oct 31, 2025 | 1,276 | $109M | $93.2M | 98.0% | $111M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,303 | $93.7M | $96.4M | 100.8% | $109M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,332 | $94.9M | $95.4M | 103.5% | $93.7M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 17 27 50 51 $53,000 PY2024
- The Bank of New York Mellon codes 21 50 $49,988 PY2024
- Mercer codes 11 17 27 50 51 $45,361 PY2024
+24 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 started2024-10-31source
- Funded status changed2023-11-01source
- Funded status changed2024-11-01source
+3 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.