DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Southwest Ambulance Pension Plan

Corporate pensionGreenwood Village, CO
Assets
$24.1M
Total assets, Dec 31, 2024 reported
Funded
82.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
29
none on the tape
Plan sponsor: SW General, Inc., DBA Southwest Ambulance
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 93.4%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
29 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$109,777 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$289,869 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$570,227 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$129,971 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$334,828 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$646,624 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$415,883 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$266,584 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$123,228 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$328,673 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$585,321 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$431,430 heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$24.1M Dec 31, 2024 reported Form 5500
$23.4M (2023-12) · $25.1M (2022-12)
Plan assets
$23.4M Jan 1, 2024 reported Form 5500
$25.1M (2023-01) · $35.3M (2022-01)
Net assets
$24.1M Dec 31, 2024 reported Form 5500
$23.4M (2023-12) · $25.1M (2022-12)
Funded ratio
82.4% Jan 1, 2024 reported Form 5500
81.3% (2023-01) · 100.5% (2022-01)
Funding target
$29.8M Jan 1, 2024 reported Form 5500
$31.2M (2023-01) · $29.4M (2022-01)
Discount rate
5.36% Jan 1, 2024 reported Form 5500
5.48% (2023-01) · 5.66% (2022-01)
Participants
567 Jan 1, 2024 reported Form 5500
698 (2023-01) · 700 (2022-01)
Contributions
$1.6M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$784,126 Dec 31, 2024 reported Form 5500
$3.1M (2023-12) · $625,209 (2022-12)
Net investment income
$724,937 Dec 31, 2024 reported Form 5500
$-1.7M (2023-12) · $-10.2M (2022-12)
Investment management fees
$14,602 Dec 31, 2023 reported Form 5500
$18,782 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024567$23.4M$29.8M82.4%$24.1Mn/an/an/a
2023 to Dec 31, 2023698$25.1M$31.2M81.3%$23.4Mn/an/an/a
2022 to Dec 31, 2022700$35.3M$29.4M100.5%$25.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $153,721 PY2024
  • Baker Tilly codes 10 50 $14,700 PY2024
  • Creative Planning LLC codes 10 50 $10,000 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $4.7M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $109,777 PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $289,869 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $9.2M PY2024
  • Principal U.S. Property Sa-Z Sched. D P $1.9M PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $1.6M PY2024
  • Principal Overseas Sep Acct-Z Sched. D P $570,227 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2024
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $4.1M PY2024
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $224,130 PY2023
  • Baker Tilly US LLP codes 10 50 $29,621 PY2023
  • Principal Global Investors, LLC codes 27 50 $14,602 PY2023
  • Creative Planning LLC codes 10 50 $10,000 PY2023
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $5.9M PY2023
  • Prin Intl Smallcap Sep Acct-Z Sched. D P PY2023
  • Principal U.S. Property Sa-Z Sched. D P $1.9M PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $1.4M PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $5.2M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $129,971 PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $334,828 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $6.3M PY2023
  • Principal Overseas Sep Acct-Z Sched. D P $646,624 PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.0M PY2023
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $415,883 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $128,235 PY2022
  • Baker Tilly US LLP codes 10 50 $28,045 PY2022
  • Principal Financial Advisors, Inc. codes 27 50 $16,282 PY2022
  • Creative Planning LLC codes 10 27 50 $10,000 PY2022
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $266,584 PY2022
  • Principal U.S. Property Sa-Z Sched. D P $2.2M PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $1.3M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $5.2M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $123,228 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $6.0M PY2022
  • Principal Overseas Sep Acct-Z Sched. D P $585,321 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.1M PY2022
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $7.7M PY2022
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $431,430 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $328,673 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
9 events
  • Dec 31, 2024Holding endedinference
    Southwest Ambulance Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $415,883 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Southwest Ambulance Pension Plan no longer reports Prin Ldi Intrm Dur Sep Acct-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Principal Global Investors, LLC no longer appears on Southwest Ambulance Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Southwest Ambulance Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $266,584 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Principal Global Investors, LLC appears on Southwest Ambulance Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Principal Financial Advisors, Inc. no longer appears on Southwest Ambulance Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Principal Financial Advisors, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Creative Planning LLC no longer appears on Southwest Ambulance Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Creative Planningaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Southwest Ambulance Pension Plan funded ratio 100.5% -> 81.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Southwest Ambulance Pension Plan plan assets $35M -> $25M (-28.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 860434455-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.