This allocator's name and 6 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.
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Corporate pension in Texas
Corporate pension, based in The Woodlands, Texas, reporting $10.3M in assets, for 192 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $10.3M
- Funded ratio
- 120.2%
- Fund commitments
- 3
- 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- Government-Credit Bond Index Fund3 commitments
- Short-Term Investment Fund3 commitments
- Equity Index Fund3 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Wells Fargo3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.6%
- Common/collective trusts 98.4%
- this allocator Actuarythrough Dec 31, 2022 Form 5500
- this allocator Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Wells Fargo3 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Institutional Trust Co,naplan years 2022
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 9 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $3.0Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Government-Credit Bond Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Cash | $122 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Equity Index Fundcollective trust | Wells Fargo | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 192 | $10.1M | $8.6M | 120.3% | $10.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 194 | $9.6M | $9.1M | 116.3% | $10.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 195 | $12.6M | $9.3M | 125.8% | $9.6M | Not disclosed | Not disclosed | Not disclosed |
- this allocator codes 21 $34,033 PY2024
- Towers Watson codes 11 $21,933 PY2024
- Weaver & Tidwell, LLP codes 10 $16,643 PY2024
+22 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
- Total assets changed2023-01-01source
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.