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Corporate pension in Washington

Corporate pension· Hoquiam, Washington

Corporate pension, based in Hoquiam, Washington, reporting $8,541 in assets, for 101 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-10-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $8,541
Funded ratio: 94.2%
Fund commitments: 2
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (2)Allocation policy Managers

As of 2024-10-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Oct 2024, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Washington

Funds committed to

Allspring St Investment Fund S12 commitments
Liability Driven Solution Cit I1 commitment

Managers

Allspring2 commitments
Wells Fargo1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$8,541

Total assets, Oct 31, 2024 reported

Funded

94.2%

Nov 1, 2022

Private markets target

no policy read

policy Oct 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Oct 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 99.6%

Consultants and advisers

2 firms

Principal Trust Co. Trusteethrough Oct 31, 2023 Form 5500
USI Consulting Group Actuarythrough Oct 31, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Allspring2 rows, latest Oct 31, 2024
Wells Fargo1 row, latest Oct 31, 2023

From Schedule C (investment management, code 28)

Allspringplan years

What changed

2 events

Oct 31, 2024Holding endedinference
with Wells Fargo$5.6Maskebsa.dol.gov
Oct 31, 2024Assets changed
down $5.7Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Oct 31, 2024	Allspring St Investment Fund S1collective trust	Allspring	Pooled vehicles	$8,504 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Liability Driven Solution Cit Icollective trust	Wells Fargo	Pooled vehicles	$5.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Allspring St Investment Fund S1collective trust	Allspring	Pooled vehicles	$109,988 held	Disclosed holding	askebsa.dol.gov

Size and funding

16 readings

Total assets

$8,541 Oct 31, 2024 reported Form 5500

$5.7M (2023-10)

Plan assets

$6.8M Nov 1, 2022 reported Form 5500

Net assets

$8,541 Oct 31, 2024 reported Form 5500

$5.7M (2023-10)

Funded ratio

94.2% Nov 1, 2022 reported Form 5500

Funding target

$7.4M Nov 1, 2022 reported Form 5500

Discount rate

5.46% Nov 1, 2022 reported Form 5500

Participants

101 Nov 1, 2023 reported Form 5500

111 (2022-11)

Contributions

$1.4M Oct 31, 2024 reported Form 5500

$0 (2023-10)

Benefits paid

$7.8M Oct 31, 2024 reported Form 5500

$439,618 (2023-10)

Net investment income

-$5.7M Oct 31, 2024 reported Form 5500

-$1.1M (2023-10)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Oct 31, 2024	101	Not disclosed	Not disclosed	n/a	$8,541	Not disclosed	Not disclosed	Not disclosed
2022 to Oct 31, 2023	111	$6.8M	$7.4M	94.2%	$5.7M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Trust Company codes 15 21 49 50 63 99 $15,309 PY2023
Short-Term Investment Fund S1 Sched. D C $8,504 PY2023
Multi-Manager Lds Cit I Sched. D C PY2023

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Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Record history

2 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-10-31source
Total assets changed
2024-10-31source

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

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+4 connections on the graph

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