This allocator's name
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Corporate pension in Pennsylvania
Corporate pension, based in Woolrich, Pennsylvania, reporting $19.3M in assets, for 639 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $19.3M
- Funded ratio
- 63.7%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2023, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Long Corp a3 commitments
- Fidelity Institutional Asset Mgmt3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.3%
- Common/collective trusts 96.3%
- Registered investment companies 0.0%
- Fidelity Institutional Asset Mgmt Investment adviser (plan)through Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2022 Form 5500
- Fidelity Institutional Asset Mgmt3 rows, latest Dec 31, 2024
- Jan 1, 2023Funded status changeddown 30 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $10.7Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fiam Long Corp acollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Long Corp acollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Long Corp acollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $7.2M 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 | 639 | $21.3M | $31.1M | 63.7% | $19.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 661 | $21.2M | $32.5M | 64.0% | $21.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 681 | $31.9M | $33.1M | 93.5% | $21.2M | $0 | Not disclosed | Not disclosed |
- Buck Global LLC codes 11 50 $140,962 PY2024
- Fidelity Inst Asset Mgmt Trust Co codes 27 28 50 51 $140,000 PY2024
- Matrix Trust Company codes 21 50 $41,030 PY2024
+21 more service providers
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Provenance
Not yet on record: managers.
This record 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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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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
+4 connections on the graph
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