This allocator's name, 1 more adviser and 21 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Oregon
Corporate pension, based in Portland, Oregon, reporting $12.9M in assets, for 619 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $12.9M
- Funded ratio
- 102.7%
- Fund commitments
- 8
- Managers
- 2
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- Blackrock US Agg Bond3 commitments
- Russell 2000 Index Cit N3 commitments
- Allspring St Investment Fund S13 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.9%
- Registered investment companies 97.0%
- Principal Custody Solutions Trusteethrough Dec 31, 2023 Form 5500
- Wells Fargo Bank, Na Trusteethrough Dec 31, 2022 Form 5500
- Gallagher Fiduciary Advisors 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.
- Jan 1, 2024Funded status changed5 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Principal Custody Solutionsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Wells Fargo Bank, Naaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 7 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $3.7Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock US Agg Bondcollective trust | Blackrock | Fixed income | $4.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 2000 Index Cit Ncollective trust | Blackrock | Pooled vehicles | $605,233 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Allspring St Investment Fund S1collective trust | Allspring | Pooled vehicles | $378,812 held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 619 | $12.8M | $12.8M | 102.7% | $12.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 650 | $12.2M | $13.8M | 97.2% | $12.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 680 | $15.8M | $14.2M | 104.5% | $12.2M | $0 | $0 | $0 |
- Gallagher Benefit Services, Inc. codes 11 15 50 $61,700 PY2024
- Principal Bank codes 21 27 $54,601 PY2024
- Blackrock Lrge Cap Grwth Indx Cit F Sched. D C $1.2M PY2024
+30 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
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
+2 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.