This allocator's name, 2 more advisers, 10 more managers, 45 more commitments and 3 more dated events
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Corporate pension in New Hampshire
Corporate pension, based in Lebanon, New Hampshire, reporting $609M in assets, for 3,881 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $609M
- Funded ratio
- 75.6%
- Fund commitments
- 18
- Managers
- 8
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Willis Towers Watson US LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Treasury US 20 Year Key Rate Durati3 commitments
- Long Duration Alphacredit Plus Bond3 commitments
- Baron Emerging Markets Coll Inv Fd3 commitments
- Blackrock Institutional Trust Company, N.A.9 commitments
- Blackrock Institutional Trust6 commitments
- Baron3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Partnership/joint venture interests 22.5%
- 103-12 investment entities 3.1%
- Common/collective trusts 44.2%
- Registered investment companies 29.0%
- Willis Towers Watson US LLC General consultantActuarythrough Dec 31, 2024 Form 5500
- Income Research & Mgmt. Inc. Trusteethrough Dec 31, 2022 Form 5500
- Global Trust Company Trusteethrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.9 rows, latest Dec 31, 2024
- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
- Baron3 rows, latest Dec 31, 2024
+10 more managers received commitments
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- State Street Global Advisors Trust Companyplan years
- Baronplan years
- State Street Global Advisors Trustplan years
+10 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Consultant changedinferencewith Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
+3 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Treasury US 20 Year Key Rate Duraticollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Alphacredit Plus Bondcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $60.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Daily Msci Eafe Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov |
+45 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 | 3,881 | $623M | $862M | 75.6% | $609M | $137M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,909 | $622M | $859M | 73.0% | $626M | $131M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,173 | $897M | $842M | 93.2% | $621M | $82.3M | Not disclosed | Not disclosed |
- Wellington codes 28 51 68 $463,670 PY2024
- Blackrock codes 21 24 28 50 51 $331,503 PY2024
- Willis Towers Watson US LLC codes 16 $289,904 PY2024
+80 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths 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
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+5 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
+21 connections on the graph
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