This allocator's name and 1 more dated event
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Corporate pension in Kansas
Corporate pension, based in Kansas City, Kansas, reporting $94.0M in assets, for 1,672 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $94.0M
- Funded ratio
- 85.6%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Lgcp S&p 500 Index Sa-Z3 commitments
- Principal3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 62.7%
- U.S. Government securities 27.5%
- Insurance company general account 0.2%
- Other investments 0.2%
- Partnership/joint venture interests 0.1%
- Pooled separate accounts 0.6%
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Fidelity Management Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Principal3 rows, latest Dec 31, 2024
- Frank Russell Companyplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
- Jan 1, 2024Funded status changed5 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changeddown $75.3Maskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Frank Russell Companyaskebsa.dol.gov
- Dec 31, 2023Assets changeddown $76.3Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 22 pointsaskebsa.dol.gov
+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 Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $568,616 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $547,119 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $531,095 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 | 1,672 | $99.8M | $128M | 85.6% | $94.0M | $77,904 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,677 | $175M | $240M | 80.3% | $101M | $200,463 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,726 | $260M | $240M | 102.2% | $177M | $298,466 | Not disclosed | Not disclosed |
- Fidelity Management Trust Company codes 12 21 50 $404,835 PY2024
- Nisa codes 28 51 $213,034 PY2024
- Willis Towers Watson US LLC codes 11 50 $194,060 PY2024
+21 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
Not yet on record: managers.
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship ended2023-12-31source
+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
+5 connections on the graph
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