This allocator's name, 5 more managers, 12 more commitments and 13 more dated events
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Corporate pension in Wisconsin
Corporate pension, based in Green Bay, Wisconsin, reporting $168M in assets, for 1,114 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $168M
- Funded ratio
- 103.6%
- Fund commitments
- 14
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Prisa2 commitments
- AON Enhanced Liability Driven Inves1 commitment
- US Long Govt Bond Indx Sl Sf Cl I1 commitment
- State Street Global Advisors Trust5 commitments
- AON Trust Company LLC2 commitments
- Nisa2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 7.1%
- Partnership/joint venture interests 4.6%
- Common/collective trusts 75.3%
- Pooled separate accounts 12.9%
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
- State Street Global Advisors Trust5 rows, latest Dec 31, 2024
- AON Trust Company LLC2 rows, latest Dec 31, 2024
- Nisa2 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Metlifeplan years
- Nisaplan years
- Vanguard Groupplan years 2022
+1 more Schedule C manager
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
+13 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON Enhanced Liability Driven Invescollective trust | AON Trust Company LLC | Pooled vehicles | $11.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | US Long Govt Bond Indx Sl Sf Cl Icollective trust | State Street Global Advisors Trust | Fixed income | $997,409 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Global All Cap Equity Ex-U.s. Indexcollective trust | State Street Global Advisors Trust | Public equity | $17.8M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 1,114 | $175M | $176M | 103.6% | $168M | $7.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,489 | $179M | $195M | 101.1% | $175M | $5.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,532 | $222M | $196M | 107.8% | $180M | $5.3M | $0 | Not disclosed |
- The Vanguard Group, Inc codes 28 51 $143,454 PY2024
- Prisa Sa Sched. D P $21.6M PY2024
- Russell Small/mid Cap Index Sl Sched. D C $5.0M PY2024
+23 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+15 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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