DFX Intelligence
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Corporate pension
C••••••• F•••••••• L••• P•••••• P•••
Corporate pensionMilwaukee, WI
Assets
$38.0M
Total assets, Dec 31, 2024 reported
Funded
101.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T•••••• F•••••••• L•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Corporate debt instruments (other) 62.0%
- U.S. Government securities 3.0%
- Other investments 2.8%
- Registered investment companies 30.2%
Consultants and advisers
3 firms
- P•••••• A•••••••• L••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- A••••••••• T•••• C••••••• N••• Trusteethrough Dec 31, 2022 Form 5500
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.
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
33 readings
Investment management fees
$111,365 (2023-12) · $153,340 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 318 | $38.3M | $36.6M | 101.8% | $38.0M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 326 | $36.9M | $37.8M | 101.4% | $38.3M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 335 | $47.0M | $38.2M | 114.1% | $36.9M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••• A•••••••• L••• codes 27 28 $115,429 PY2024
- B•••• T•••• U•• L•• codes 10 $42,420 PY2024
- M•••••••• I••• codes 11 $39,070 PY2024
- A••••••••• T•••• C•••••• codes 21 27 $28,141 PY2024
- M•••••••• I••• codes 11 PY2024
- P•••••• A•••••••• L••• codes 27 28 $111,365 PY2023
- M•••••••• I••• codes 11 $40,297 PY2023
- A••••••••• T•••• C•••••• codes 21 27 $27,614 PY2023
- B•••• T•••• U•• L•• codes 10 $15,225 PY2023
- M•••••••• I••• codes 11 PY2023
- P•••••• A•••••••• L••• codes 27 28 $123,852 PY2022
- M•••••••• I••• codes 11 $36,944 PY2022
- A••••••••• T•••• C•••••• codes 21 27 $29,488 PY2022
- B•••• T•••• U•• L•• codes 10 $17,052 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changed••• Locked
- Jan 1, 2023Assets changed••• Locked
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390201015-001
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.