DFX Intelligence

Allocator Intelligence

Chalmers & Kubeck, Inc. Employees' Pension Plan

Corporate pension· Aston, Pennsylvania

Corporate pension, based in Aston, Pennsylvania, for 225 participants.

Composed from this allocator's classification, location and filed figures.

Funded ratio
84.1%
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Jun 2024, Chalmers & Kubeck, Inc. Employees' Pension Plan total assets $11M -> $0 (-100.0%, 2023-06-30 to 2024-06-30).

Relationship network

3 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.

Chalmers & Kubeck, Inc. Employees' Pension Plan
PA
Reading the network
  • 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 pensionShow
Corporate pension
Assets
not established
Total assets, Jun 30, 2024 reported
Funded
84.1%
Jul 1, 2022
Private markets target
no policy read
policy Jun 30, 2023
Commitments
0
none on the tape
Plan sponsor: Chalmers & Kubeck, Inc.

Allocation policy

Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.2%
  • Non-interest-bearing cash 1.2%
  • Other investments 2.3%
  • Registered investment companies 86.7%

Consultants and advisers

2 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

1 event
  • Jun 30, 2024Assets changed
    Chalmers & Kubeck, Inc. Employees' Pension Plan total assets $11M -> $0 (-100.0%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

16 readings
Total assets
$0 Jun 30, 2024 reported Form 5500
$11.4M (2023-06)
Plan assets
$10.9M Jul 1, 2022 reported Form 5500
Net assets
$0 Jun 30, 2024 reported Form 5500
$11.4M (2023-06)
Funded ratio
84.1% Jul 1, 2022 reported Form 5500
Funding target
$13.9M Jul 1, 2022 reported Form 5500
Discount rate
5.40% Jul 1, 2022 reported Form 5500
Participants
225 Jul 1, 2023 reported Form 5500
235 (2022-07)
Contributions
$0 Jun 30, 2024 reported Form 5500
$1.8M (2023-06)
Benefits paid
$11.0M Jun 30, 2024 reported Form 5500
$2.4M (2023-06)
Net investment income
-$11.4M Jun 30, 2024 reported Form 5500
$545,542 (2023-06)

Form 5500 filings

2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Jun 30, 2024225Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023235$10.9M$13.9M84.1%$11.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

Provenance

Identifiers: EIN-PN 231573156-001
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.

Not yet on record: assets, fund commitments, managers.

Record history

1 dated event on the change ledger, latest event first
  • Total assets changed
    2024-06-30source on record

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

+3 connections on the graph

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