Consolidated Communications Retirement Plan

Corporate pension· Conroe, Texas

Corporate pension, based in Conroe, Texas, reporting $421M in assets, for 3,172 participants.

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

Assets
$421M
Funded ratio
87.2%
Fund commitments
21
Managers
12
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: 31 Dec 2024, Consolidated Communications Retirement Plan no longer reports CF Graticule Managed Fund C Ltd Cl (last held $1M at 2023-12-31; absent from the 2024-12-31 filing).

2 more advisers, 9 more managers, 48 more commitments and 10 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.

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Capital path

who backs this record, through what, into what; each name opens its own path
Consolidated Communications Retirement Plan
Funds committed to
All 21
Managers
All 12

Relationship network

67 connected entities51 observed commitments28 repeat counterparties38 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.

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.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$421M
Total assets, Dec 31, 2024 reported
Funded
87.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
21
6 managers on Schedule C
Plan sponsor: Consolidated Communications, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Common/collective trusts 98.4%
  • Common stock 0.0%

Consultants and advisers

5 firms

+2 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

People

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

Manager roster

12 managers on the commitment tape
From the plan’s own commitment disclosures

+9 more managers 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.

From Schedule C (investment management, code 28)

+5 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

15 events
  • Dec 31, 2024Holding endedinference
    Consolidated Communications Retirement Plan no longer reports CF Graticule Managed Fund C Ltd Cl (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with CF Graticule Managed Fund C Ltd Claskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Consolidated Communications Retirement Plan no longer reports CF the Campbell Offshore Limited (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
    with CF the Campbell Offshore Limitedaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Consolidated Communications Retirement Plan no longer reports CF Brigade Structured Credit Offsho (Brigade Capital Management, LP) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
    with Brigade Capital Management, LPaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Consolidated Communications Retirement Plan no longer reports Legal & General Treasury 15+ Strips (Legal and General) (last held $144,086 at 2023-12-31; absent from the 2024-12-31 filing)
    with Legal and Generalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Consolidated Communications Retirement Plan no longer reports CF Lansdowne Energy Dynamics Fund L (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)
    with CF Lansdowne Energy Dynamics Fund Laskebsa.dol.gov

+10 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.

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

Commitments

51 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024CF Brevan Howard Fund Ltd Cl Icollective trustBrevan Howard US Investment Management LPPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Lombard/securis Qp Gvacollective trustLombard InternationalPooled vehicles$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Liquid Diversifiers Fund, Ltdcollective trustTowers Watson Investment SvcsHedge / diversifiers$13.5M heldDisclosed holdingaskebsa.dol.gov

+48 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

33 readings
Total assets
$421M Dec 31, 2024 reported Form 5500
$428M (2023-12) · $468M (2022-12)
Plan assets
$425M Jan 1, 2024 reported Form 5500
$465M (2023-01) · $622M (2022-01)
Net assets
$417M Dec 31, 2024 reported Form 5500
$427M (2023-12) · $467M (2022-12)
Funded ratio
87.2% Jan 1, 2024 reported Form 5500
87.3% (2023-01) · 102.7% (2022-01)
Funding target
$529M Jan 1, 2024 reported Form 5500
$567M (2023-01) · $561M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.46% (2022-01)
Participants
3,172 Jan 1, 2024 reported Form 5500
3,528 (2023-01) · 3,572 (2022-01)
Contributions
$3.6M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $5.2M (2022-12)
Benefits paid
$27.2M Dec 31, 2024 reported Form 5500
$69.4M (2023-12) · $29.8M (2022-12)
Net investment income
-$9.9M Dec 31, 2024 reported Form 5500
-$40.1M (2023-12) · -$158M (2022-12)
Investment management fees
$437,214 Dec 31, 2024 reported Form 5500
$513,584 (2023-12) · $387,688 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,172$425M$529M87.2%$421MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20233,528$465M$567M87.3%$428MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20223,572$622M$561M102.7%$468MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+81 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

Identifiers: EIN-PN 020636475-006
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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

Consolidated Communications Retirement Plan sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

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Record history

15 dated events on the change ledger, latest event first
  • Holding in a pooled vehicle ended
    2024-12-31source on record
  • Holding in a pooled vehicle ended
    2024-12-31source on record
  • Holding in a pooled vehicle ended
    2024-12-31source on record

+12 more changes on this record's ledger

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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

+14 connections on the graph

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