DFX Intelligence
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O•••• C•••••••• L•• H••••• E••••••••• R••••••••• P•••
Corporate pension· West Palm Beach, Florida
Corporate pension, based in West Palm Beach, Florida, for 158 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Funded ratio
- 98.4%
Form 5500
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 2023, ••• Locked.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
98.4%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: O•••• C•••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Registered investment companies 99.9%
Consultants and advisers
1 firms
- M••••• Actuarythrough Dec 31, 2022 Form 5500
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.
What changed
3 events
- Dec 31, 2023Assets changed••• Locked
- Jan 1, 2023Funded status changed••• Locked
- Jan 1, 2023Assets changed••• Locked
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
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
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 158 | $8.0M | $8.2M | 98.4% | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 158 | $10.6M | $8.1M | 114.3% | $8.0M | Not disclosed | Not disclosed | Not disclosed |
Provenance
Identifiers: EIN-PN 133637043-002
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.
Not yet on record: assets, fund commitments, managers.