DFX Intelligence
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Corporate pension
G•••• P•••••• P••• f•• t•• E•••••••• o• Z•••• M••••••••• C••••••
Corporate pensionBradford, PA
Assets
n/a
Total assets, May 14, 2024 reported
Funded
104.2%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2023
Commitments
4
none on the tape
Plan sponsor: Z•••• M••••••••• C••••••
Allocation policy
Form 5500, as of Nov 30, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 97.0%
- Registered investment companies 1.9%
Consultants and advisers
2 firms
- G•••••••• F•••••••• A••••••• Investment adviser (plan)through Nov 30, 2023 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Nov 30, 2023 Form 5500
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
- P••••••••4 rows, latest Nov 30, 2023
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2023 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $48.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $36.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Contributions
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to May 14, 2024 | 1,210 | $105M | $110M | 104.2% | $0 | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 1,284 | $112M | $109M | 112.8% | $105M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $100,952 PY2023
- G•••••••• F•••••••• A••••••• codes 27 50 $7,500 PY2023
- LDI Interm D••••••• Separate Acct Sched. D P PY2023
- P•••••••• U••• P••••••• S••• Sched. D P PY2023
- LDI L••• D••••••• Separate Acc Sched. D P PY2023
- LDI S•••• D••••••• Separate Acct Sched. D P PY2023
- P•••••••• Liquid Assets Sep Acct-R6 Sched. D P PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $106,641 PY2022
- G•••••••• F•••••••• A••••••• codes 27 50 $37,500 PY2022
- Schneider Downs & Co., Inc. codes 10 50 $15,300 PY2022
- Columbia Tr Sm Cap Val II Fd a Sched. D C PY2022
- LDI L••• D••••••• Separate Acc Sched. D P $48.9M PY2022
- LDI Interm D••••••• Separate Acct Sched. D P $36.8M PY2022
- P•••••••• U••• P••••••• S••• Sched. D P $10.7M PY2022
- P••• Large Cap Growth I S••• Sched. D P PY2022
- P••• Core Plus Bond Sep A••••• Sched. D P PY2022
- P••• Sm Cap Growth I Sep A••••• Sched. D P PY2022
- LDI S•••• D••••••• Separate Acct Sched. D P $5.2M PY2022
- P••• Lg Cap S&p 500 Index S••• Sched. D P PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
2 events
- May 14, 2024Assets changedG•••• P•••••• P••• f•• t•• E•••••••• o• Z•••• M••••••••• C•••••• total assets $105M -> $0 (-100.0%, 2023-11-30 to 2024-05-14)
- Dec 1, 2023Funded status changedG•••• P•••••• P••• f•• t•• E•••••••• o• Z•••• M••••••••• C•••••• funded ratio 112.8% -> 104.2% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 250920247-001
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.