DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen

Corporate pensionCentennial, CO
Assets
$12.0M
Total assets, Dec 31, 2024 reported
Funded
123.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: United Launch Alliance
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 6.9%
  • Common/collective trusts 93.1%
Consultants and advisers
4 firms
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
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024US Intermediate Gov Bond Index Fundcollective trustAON Hewitt Investment Consulting, IFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202420+ Year US Treasury Strips Indexcollective trustAON Hewitt Investment Consulting, IFixed income$406,000 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Intermediate Gov Bond Index Fundcollective trustAON Hewitt Investment Consulting, IFixed income$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202320+ Year US Treasury Strips Indexcollective trustAON Hewitt Investment Consulting, IFixed income$470,017 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$33,414 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Intermediate Gov Bond Index Fundcollective trustAON Hewitt Investment Consulting, IFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202220+ Year US Treasury Strips Indexcollective trustAON Hewitt Investment Consulting, IFixed income$557,909 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$31,282 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$7.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$12.0M Dec 31, 2024 reported Form 5500
$12.6M (2023-12) · $12.2M (2022-12)
Plan assets
$12.6M Jan 1, 2024 reported Form 5500
$12.2M (2023-01) · $15.9M (2022-01)
Net assets
$11.9M Dec 31, 2024 reported Form 5500
$12.5M (2023-12) · $12.2M (2022-12)
Funded ratio
123.9% Jan 1, 2024 reported Form 5500
122.0% (2023-01) · 147.5% (2022-01)
Funding target
$10.9M Jan 1, 2024 reported Form 5500
$11.0M (2023-01) · $10.8M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.41% (2022-01)
Participants
149 Jan 1, 2024 reported Form 5500
149 (2023-01) · 152 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$495,751 Dec 31, 2024 reported Form 5500
$396,429 (2023-12) · $368,886 (2022-12)
Net investment income
$-613,362 Dec 31, 2024 reported Form 5500
$369,034 (2023-12) · $-3.7M (2022-12)
Investment management fees
$32,688 Dec 31, 2024 reported Form 5500
$31,736 (2023-12) · $21,705 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024149$12.6M$10.9M123.9%$12.0Mn/an/an/a
2023 to Dec 31, 2023149$12.2M$11.0M122.0%$12.6Mn/an/an/a
2022 to Dec 31, 2022152$15.9M$10.8M147.5%$12.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Agilis Partners LLC codes 11 15 49 50 $50,632 PY2024
  • Northern Trust Company codes 18 19 21 50 $49,384 PY2024
  • Grant Thornton LLP codes 10 50 $33,915 PY2024
  • AON Investments USA Inc codes 17 27 50 $32,688 PY2024
  • BDO USA, P.C. codes 49 $9,620 PY2024
  • 20+ Year US Treasury Strips Sched. D C $406,000 PY2024
  • INV Treasury US Intermediate Govt B Sched. D C $2.3M PY2024
  • Intermediate Credit Bond Fund Sched. D C $3.0M PY2024
  • US Long Fixed Income Active Credit Sched. D C $5.4M PY2024
  • Gallagher Benefit Services, Inc. codes 11 PY2024
  • Northern Trust Company codes 18 19 21 50 $47,827 PY2023
  • Grant Thornton LLP codes 10 50 $39,900 PY2023
  • Agilis Partners LLC codes 11 15 49 50 $33,454 PY2023
  • AON Investments USA Inc codes 17 27 50 $31,736 PY2023
  • BDO USA, P.C. codes 49 $6,359 PY2023
  • INV Treasury US Intermediate Govt B Sched. D C $3.0M PY2023
  • 20+ Year US Treasury Strips Sched. D C $470,017 PY2023
  • Intermediate Credit Bond Fund Sched. D C $33,414 PY2023
  • US Long Fixed Income Active Credit Sched. D C $7.6M PY2023
  • Agilis codes 11 PY2023
  • Agilis Partners LLC codes 11 15 49 50 $109,298 PY2022
  • Northern Trust Company codes 18 19 21 50 $47,740 PY2022
  • Grant Thornton LLP codes 10 50 $39,900 PY2022
  • AON Investments USA Inc codes 17 27 50 $21,705 PY2022
  • BDO USA codes 49 $5,173 PY2022
  • INV Treasury US Intermediate Govt B Sched. D C $2.2M PY2022
  • 20+ Year US Treasury Strips Sched. D C $557,909 PY2022
  • Intermediate Credit Bond Fund Sched. D C $31,282 PY2022
  • US Long Fixed Income Active Credit Sched. D C $7.3M PY2022
  • Agilis codes 11 PY2022
What changed
2 events
  • Jan 1, 2023Funded status changed
    United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen funded ratio 147.5% -> 122.0% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen plan assets $16M -> $12M (-23.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 810673845-008
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.