DFX Intelligence

Allocator Intelligence

Corporate pension in Arizona

Corporate pension· Phoenix, Arizona

Corporate pension, based in Phoenix, Arizona, reporting $9.3M in assets, for 147 participants.

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

Assets
$9.3M
Funded ratio
87.7%
Fund commitments
1
Managers
1
View relationships
More
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (1)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Suggest a correction

Nothing material in the last 90 days. Last change: May 1, 2024, Funded status 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.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Arizona
Funds committed to
Managers

Relationship network

5 connected entities3 observed commitments2 repeat counterpartiescommitments 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.

This allocator
AZ

1 more related plan or sponsor on this record

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • 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 pensionShow
Corporate pension
Assets
$9.3M
Total assets, Apr 30, 2025 reported
Funded
87.7%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
1
none on the tape
Plan sponsor: this allocator

Allocation policy

Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (other) 22.0%
  • Corporate debt instruments (preferred) 18.8%
  • U.S. Government securities 51.3%
  • Insurance company general account 0.6%
  • Registered investment companies 3.7%

Consultants and advisers

2 firms

People

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

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures

What changed

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

Commitments

3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Blackrock Broad Market Bond Fundseparate accountMetropolitan Life Insurance CompanyFixed income$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Blackrock Broad Market Bond Fundseparate accountMetropolitan Life Insurance CompanyFixed income$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Blackrock Broad Market Bond Fundseparate accountMetropolitan Life Insurance CompanyFixed income$9.5M heldDisclosed holdingaskebsa.dol.gov

Size and funding

33 readings
Total assets
$9.3M Apr 30, 2025 reported Form 5500
$9.5M (2024-04) · $10.4M (2023-04)
Plan assets
$8.6M May 1, 2024 reported Form 5500
$9.5M (2023-05) · $10.4M (2022-05)
Net assets
$8.5M Apr 30, 2025 reported Form 5500
$8.6M (2024-04) · $9.5M (2023-04)
Funded ratio
87.7% May 1, 2024 reported Form 5500
91.8% (2023-05) · 99.0% (2022-05)
Funding target
$7.2M May 1, 2024 reported Form 5500
$7.8M (2023-05) · $8.1M (2022-05)
Discount rate
5.03% May 1, 2024 reported Form 5500
5.09% (2023-05) · 5.25% (2022-05)
Participants
147 May 1, 2024 reported Form 5500
151 (2023-05) · 153 (2022-05)
Contributions
$0 Apr 30, 2025 reported Form 5500
$0 (2024-04) · $0 (2023-04)
Benefits paid
$744,245 Apr 30, 2025 reported Form 5500
$758,562 (2024-04) · $785,340 (2023-04)
Net investment income
-$99,945 Apr 30, 2025 reported Form 5500
-$889,003 (2024-04) · -$870,226 (2023-04)
Investment management fees
$27,325 Apr 30, 2025 reported Form 5500
$27,986 (2024-04) · $29,464 (2023-04)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025147$8.6M$7.2M87.7%$9.3MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024151$9.5M$7.8M91.8%$9.5MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023153$10.4M$8.1M99.0%$10.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+6 more service providers

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

Provenance

Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Oct 6, 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.

Record history

2 dated events on the change ledger, latest event first
  • Funded status changed
    2024-05-01source on record
  • Funded status changed
    2023-05-01source 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

+3 connections on the graph