Kent School Employees' Pension Plan
Corporate pension, based in Kent, Connecticut, reporting $114,006 in assets, for 126 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
Relationship network
11 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 98.8%
Consultants and advisers
- The Angell Pension Group, Inc. Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- John W. Bristol & Co. Inc.plan years 2023
- Morgan Stanley Smith Barney, LLCplan years 2023
- SEG Partners II, L.P.plan years 2023
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Jun 30, 2023 | 126 | $10.6M | $10.3M | 107.8% | $114,006 | Not disclosed | Not disclosed | Not disclosed |
- John W. Bristol & Co., Inc. codes 28 $13,037 PY2022
- Morgan Stanley Smith Barney LLC codes 28 $10,329 PY2022
- SEG Partners II, L.P. codes 28 $9,820 PY2022
+7 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
›Connections
every published relationship on the graph
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.