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

Kemper Corporation Pension Plan

Corporate pensionChicago, IL
Assets
$20.0M
Total assets, Dec 31, 2023 reported
Funded
101.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Kemper Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 81.1%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
18 readings
Total assets
$20.0M Dec 31, 2023 reported Form 5500
$316M (2022-12)
Plan assets
$392M Jan 1, 2022 reported Form 5500
Net assets
$18.4M Dec 31, 2023 reported Form 5500
$316M (2022-12)
Funded ratio
101.8% Jan 1, 2022 reported Form 5500
Funding target
$278M Jan 1, 2022 reported Form 5500
Discount rate
5.43% Jan 1, 2022 reported Form 5500
Participants
3,053 Jan 1, 2023 reported Form 5500
3,098 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$303M Dec 31, 2023 reported Form 5500
$10.8M (2022-12)
Net investment income
$-297M Dec 31, 2023 reported Form 5500
$-75.9M (2022-12)
Investment management fees
$226,775 Dec 31, 2023 reported Form 5500
$339,258 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20233,053n/an/an/a$20.0Mn/a$16.3Mn/a
2022 to Dec 31, 20223,098$392M$278M101.8%$316Mn/a$316Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Dec 31, 2023Consultant changedinference
    Findley Inc. no longer appears on Kemper Corporation Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with USI Consulting Groupaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Kemper Corporation Pension Plan total assets $316M -> $20M (-93.7%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954255452-002
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.