Corporate pension in Texas
Corporate pension, based in Houston, Texas, reporting $44.0M in assets, for 446 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Total assets changed.
This allocator's name
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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Relationship network
5 connected entities
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.
1 more related plan or sponsor on this record
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1 more service provider on this record
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- Sponsor
- Service provider
›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
- Interest-bearing cash 4.9%
- Corporate debt instruments (preferred) 13.0%
- U.S. Government securities 7.9%
- Common stock 69.3%
Consultants and advisers
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Frost National Bank Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
What changed
- Dec 31, 2024Assets changeddown $36.3Maskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $8.6Maskebsa.dol.gov
Commitments
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 | 446 | $80.2M | $73.5M | 109.2% | $44.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 449 | $74.0M | $69.0M | 112.3% | $80.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 459 | $82.6M | $63.8M | 113.8% | $74.0M | Not disclosed | Not disclosed | Not disclosed |
- this allocator codes 28 50 $276,198 PY2024
- Milliman, Inc. codes 11 $142,910 PY2024
- Frost National Bank codes 21 50 $18,683 PY2024
+12 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2023-01-01source on record
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
+4 connections on the graph
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