Pennsylvania Compensation Rating Bureau Employee Retirement Plan
Corporate pension, based in Philadelphia, Pennsylvania, reporting $41.0M in assets, for 168 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pennsylvania Compensation Rating Bureau Employee Retirement Plan first reports an interest in International Value/lsv (Prudential Retirement & Annuity Ins): $3M at 2024-12-31.
1 more manager, 24 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Core Plus Bond / Pgim Fund3 commitments
- Real Estate/cohen&steers Fund3 commitments
- Small Cap Value/kennedy Capit3 commitments
- Priac9 commitments
- Empower Annuity Insurance Company7 commitments
- Dryden Capital, LLC2 commitments
Relationship network
34 connected entities27 observed commitments12 repeat counterparties22 dated commitments shown here, 2022 to 2024
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
- Fund or vehicle
- 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
- Insurance company general account 9.5%
- Pooled separate accounts 90.5%
Consultants and advisers
- Prudential Retirement & Annuity Ins Pension consultantthrough Dec 31, 2022 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Priac9 rows, latest Dec 31, 2022
- Empower Annuity Insurance Company7 rows, latest Dec 31, 2024
- Dryden Capital, LLC2 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Empower Annuity Insurance Companyplan years
- Invescoplan years
- Dryden Capital, LLCplan years
+2 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
- Dec 31, 2024Holding startedPennsylvania Compensation Rating Bureau Employee Retirement Plan first reports an interest in International Value/lsv (Prudential Retirement & Annuity Ins): $3M at 2024-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding startedPennsylvania Compensation Rating Bureau Employee Retirement Plan first reports an interest in Mid Growth / Westfield Capital (Prudential Retirement & Annuity Ins): $1M at 2024-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding endedinferencePennsylvania Compensation Rating Bureau Employee Retirement Plan no longer reports International Value I Fund (Prudential Retirement & Annuity Ins) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding endedinferencePennsylvania Compensation Rating Bureau Employee Retirement Plan no longer reports Mid Growth / Frontier Capital (Prudential Retirement & Annuity Ins) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2024Funded status changedPennsylvania Compensation Rating Bureau Employee Retirement Plan funded ratio 89.9% -> 87.2% (2023-01-01 to 2024-01-01)
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement Insurance and Annuity Company | Fixed income | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Real Estate/cohen&steers Fundseparate account | Empower Annuity Insurance Company | Real estate | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mid Growth / Westfield Capitalseparate account | Empower Annuity Insurance Company | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 168 | $37.9M | $33.9M | 87.2% | $41.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 169 | $33.9M | $32.8M | 89.9% | $38.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 169 | $41.4M | $30.5M | 97.7% | $34.4M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 15 28 64 $95,015 PY2024
- Dryden S&p Index Sched. D P $12.5M PY2024
- Invesco Small Cap Growth Stgy Sched. D P $1.8M PY2024
+33 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
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+6 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.