This allocator's name, 1 more adviser and 2 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 Tennessee
Corporate pension, based in Bristol, Tennessee, reporting $369M in assets, for 9,254 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $369M
- Funded ratio
- 83.8%
- Fund commitments
- 5
- Managers
- 1
Nothing material in the last 90 days. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own path- Comerica Short-Term Fund1 commitment
- Russell Instl Multi Asset Core Plus1 commitment
- Russell 25 Plus Yr Strips Fixed Inc1 commitment
- Russell Trust Company4 commitments
- Comerica Bank1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.3%
- Insurance company general account 3.5%
- Common/collective trusts 65.5%
- Master trust investment accounts 26.0%
- Milliman, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Willis Towers Watson Actuarythrough Dec 31, 2024 Form 5500
- Comerica Bank Custodianthrough Dec 31, 2024 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.
- Russell Trust Company4 rows, latest Dec 31, 2024
- Comerica Bank1 row, latest Dec 31, 2024
- Russell Trust Companyplan years
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell Instl Multi Asset Core Pluscollective trust | Russell Trust Company | Fixed income | $123M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 25 Plus Yr Strips Fixed Inccollective trust | Russell Trust Company | Fixed income | $55.6M held | Disclosed holding | askebsa.dol.gov |
+2 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 | 9,254 | $388M | $492M | 83.8% | $369M | Not disclosed | $96.0M | Not disclosed |
- Russell Trust Company codes 15 $1.4M PY2024
- Milliman, Inc. codes 11 17 27 $533,908 PY2024
- Willis Towers Watson codes 11 15 $264,325 PY2024
+8 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
›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.