This allocator's name, 1 more adviser, 23 more commitments and 16 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension
Corporate pension, reporting $31.8M in assets, for 383 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $31.8M
- Funded ratio
- 82.5%
- Fund commitments
- 17
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment3 commitments
- NT Cltv World Ex-Us Index Fd Nl2 commitments
- NT Collective Russell 3000 Index Fd2 commitments
- Northern Trust Investments, Inc.15 commitments
- AON Trust Company LLC9 commitments
- Blackrock Institutional Trust Company, N.A.2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 100.0%
- Northern Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Mercer 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.
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- Northern Trust Investments, Inc.15 rows, latest Dec 31, 2024
- AON Trust Company LLC9 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.2 rows, latest Dec 31, 2023
- AON Investments USA Incplan years 2024
- Blackrock Institutional Trust Co,naplan years 2022
- Northern Trust Investmentsplan years 2022
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
+16 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, 2024 | AON Small Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $792,637 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Long Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $13.1M held | Disclosed holding | askebsa.dol.gov |
+23 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 383 | $35.9M | $39.7M | 82.5% | $31.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 409 | $36.6M | $41.0M | 85.3% | $36.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 294 | $53.9M | $43.3M | 103.2% | $36.7M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 $589,915 PY2024
- Mercer codes 11 $146,405 PY2024
- AON Investments USA Inc. codes 28 $130,769 PY2024
+42 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+18 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
+9 connections on the graph
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