Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.

Corporate pension· Hartford, Connecticut

Corporate pension, based in Hartford, Connecticut, reporting $36.6M in assets, for 135 participants.

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

As of Jun 30, 2025 · the latest dated event for this allocator; each figure carries its own filing or report date

$36.6M assets · 96.7% funded ratioAll 4

Assets: $36.6M
Funded ratio: 96.7%
Fund commitments: 13
Managers: 4

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Open searches Plans backing its top manager Similar plans, same strategy Commitments (13)Allocation policy Managers

As of Jun 30, 2025 · the latest dated event for this allocator; each figure carries its own filing or report date

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Nothing material in the last 90 days. Last change: Jun 30, 2025, Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Small Cap Value/integrity (Prudential Retirement & Annuity Ins) (last held $344,319 at 2024-06-30; absent from the 2025-06-30 filing).

1 more manager, 22 more commitments and 8 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.

Capital path

who backs this record, through what, into what; each name opens its own path

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.

Funds committed to

PRU Long Corporate Bond3 commitments
International Blend/wellington3 commitments
Mid Cap Value/integrity2 commitments

All 13

Managers

Empower Annuity Insurance Company14 commitments
Pgim, Inc.1 commitment
Prudential1 commitment

All 4

Relationship network

32 connected entities25 observed commitments11 repeat counterparties19 dated commitments shown here, 2023 to 2025

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.

What stands out

Reading the network

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.

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Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Who can introduce you

From your own network, read by Network Intelligence. Only you see this; nothing here is shared with anyone else.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$36.6M

Total assets, Jun 30, 2025 reported

Funded

96.7%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

4 managers on Schedule C

Plan sponsor: Connecticut Business & Industry Association. Inc.

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Pooled separate accounts 57.6%
Registered investment companies 42.4%

Consultants and advisers

3 firms

Sageview Advisory Consulting Group Investment adviser (plan)through Jun 30, 2023 Form 5500
Prudential Retirement & Annuity Ins Trusteethrough Jun 30, 2023 Form 5500
USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Empower Annuity Insurance Company14 rows, latest Jun 30, 2025
Pgim, Inc.1 row, latest Jun 30, 2023
Prudential1 row, latest Jun 30, 2023

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

From Schedule C (investment management, code 28)

Empower Annuity Insurance Companyplan years
Dryden Capital, LLCplan years
Prudentialplan years

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

What changed

13 events

Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Small Cap Value/integrity (Prudential Retirement & Annuity Ins) (last held $344,319 at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding started
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. first reports an interest in International Blend/lazard (Prudential Retirement & Annuity Ins): $2M at 2025-06-30
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Core Bond Enhanced Index/pgim (Prudential Retirement & Annuity Ins) (last held $7M at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Dryden S&p 500 Index (Prudential Retirement & Annuity Ins) (last held $5M at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Small Cap Growth/timessquare (Prudential Retirement & Annuity Ins) (last held $353,973 at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov

+8 more dated events

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

25 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Intl Bld II Fd (mngd by Mfs)separate account	Empower Annuity Insurance Company	Pooled vehicles	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	International Blend/lazardseparate account	Empower Annuity Insurance Company	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	PRU Long Corporate Bondseparate account	Empower Annuity Insurance Company	Fixed income	$9.4M held	Disclosed holding	askebsa.dol.gov

+22 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

33 readings

Total assets

$36.6M Jun 30, 2025 reported Form 5500

$35.8M (2024-06) · $35.1M (2023-06)

Plan assets

$35.8M Jul 1, 2024 reported Form 5500

$35.1M (2023-07) · $34.8M (2022-07)

Net assets

$36.6M Jun 30, 2025 reported Form 5500

$35.8M (2024-06) · $35.1M (2023-06)

Funded ratio

96.7% Jul 1, 2024 reported Form 5500

103.5% (2023-07) · 106.3% (2022-07)

Funding target

$32.3M Jul 1, 2024 reported Form 5500

$32.5M (2023-07) · $32.1M (2022-07)

Discount rate

5.23% Jul 1, 2024 reported Form 5500

5.21% (2023-07) · 5.39% (2022-07)

Participants

135 Jul 1, 2024 reported Form 5500

135 (2023-07) · 139 (2022-07)

Contributions

$0 Jun 30, 2025 reported Form 5500

$0 (2024-06) · $0 (2023-06)

Benefits paid

$1.9M Jun 30, 2025 reported Form 5500

$2.0M (2024-06) · $1.8M (2023-06)

Net investment income

$827,486 Jun 30, 2025 reported Form 5500

$646,516 (2024-06) · $321,558 (2023-06)

Investment management fees

$76,560 Jun 30, 2025 reported Form 5500

$78,929 (2024-06) · $62,372 (2023-06)

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 Jun 30, 2025	135	$35.8M	$32.3M	96.7%	$36.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Jun 30, 2024	135	$35.1M	$32.5M	103.5%	$35.8M	Not disclosed	Not disclosed	Not disclosed
2022 to Jun 30, 2023	139	$34.8M	$32.1M	106.3%	$35.1M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

USI Consulting Group codes 11 $41,200 PY2024
Empower Annuity Insurance Company codes 21 28 $40,517 PY2024
Sageview Advisory Group codes 27 $22,709 PY2024

+34 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 060439660-002

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Nov 10, 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.

Capital chain

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. sits on 9 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to managerAllocator to credit manager to facility to borrower

DFX traced 9 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

13 dated events on the change ledger, latest event first

Holding in a pooled vehicle ended
2025-06-30source on record
Holding in a pooled vehicle ended
2025-06-30source on record
Holding in a pooled vehicle started
2025-06-30source on record

+10 more changes on this record's ledger

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