WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
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Due to interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.
Funded status rose 1.9% this month due to interest rates and growth assets.
Due to a decrease in rates, funded status fell 2.7% this month from 88.1% to 85.4%.
Due to a 30 bps decrease in discount rates, funded status fell 1.3% this month from 90.4% to 89.1%
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Due to hedge portfolios and growth assets, funded status rose 1% this month from 87.5% to 88.5%.
Explore this month’s report where we see the highest funded status level achieved since December 2012.
Due to growth assets and interest rates, funded status rose 1.5% this month from 85.4% to 86.9%.