This allocator's name and 1 more adviser
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Corporate pension in South Carolina
Corporate pension, based in Greenville, South Carolina, reporting $7.7M in assets, for 343 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $7.7M
- Funded ratio
- 86.0%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Mcgriff Insurance Services.
Capital path
who backs this record, through what, into what; each name opens its own path- Commingled Pension Trust Fund (ldi3 commitments
- JP Morgan Chase3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.1%
- Common/collective trusts 98.0%
- Mcgriff, a Marsh & Mclennan Company Actuarythrough Dec 31, 2024 Form 5500
- Mcgriff, a Marsh & Mclennan Compnay Actuarythrough Dec 31, 2024 Form 5500
- Mcgriff Insurance Services 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- JP Morgan Chase3 rows, latest Dec 31, 2024
- JP Morgan Chaseplan years
- J.P. Morgan Investment Managementplan years 2022
- Dec 31, 2024Consultant changedinferencewith Mcgriff Insurance Servicesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Mcgriff, a Marsh & Mclennan Compnayaskebsa.dol.gov
- Jan 1, 2024Funded status changed6 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 12 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $4.2Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Commingled Pension Trust Fund (ldicollective trust | JP Morgan Chase | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Commingled Pension Trust Fund (ldicollective trust | JP Morgan Chase | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Commingled Pension Trust Fund (ldicollective trust | JP Morgan Chase | Pooled vehicles | $8.9M 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 | 343 | $8.4M | $9.5M | 86.0% | $7.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 368 | $9.0M | $10.5M | 80.0% | $8.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 403 | $13.2M | $11.4M | 92.4% | $9.0M | Not disclosed | Not disclosed | Not disclosed |
- JP Morgan Investment Management, in codes 28 50 $58,088 PY2024
- Mcgriff, a Marsh & Mclennan Company codes 11 17 50 $38,284 PY2024
- Truist Bank (fka Branch Banking & T codes 21 50 $16,652 PY2024
+12 more service providers
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Provenance
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2024-12-31source
+2 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
+7 connections on the graph
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