This allocator's name

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Corporate pension in Texas

Corporate pension· Arlington, Texas

Corporate pension, based in Arlington, Texas, reporting $4.4M in assets, for 103 participants.

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

Assets
$4.4M
Funded ratio
80.3%
Fund commitments
1
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Commitments (1)Allocation policy
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. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Texas
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$4.4M
Total assets, Sep 30, 2023 reported
Funded
80.3%
Oct 1, 2022
Private markets target
no policy read
policy Sep 30, 2023
Commitments
1
none on the tape
Allocation policy
Form 5500, as of Sep 30, 2023
Actual allocation lines without a target (as filed)
  • Registered investment companies 97.3%
Consultants and advisers
1 firm
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
From Schedule C (investment management, code 28)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2023500 Index Fundseparate accountJohn Hancock Life Insurance CoPooled vehicles$213,314 heldDisclosed holdingaskebsa.dol.gov
Size and funding
11 readings
Total assets
$4.4M Sep 30, 2023 reported Form 5500
Plan assets
$4.2M Oct 1, 2022 reported Form 5500
Net assets
$4.4M Sep 30, 2023 reported Form 5500
Funded ratio
80.3% Oct 1, 2022 reported Form 5500
Funding target
$5.7M Oct 1, 2022 reported Form 5500
Discount rate
5.39% Oct 1, 2022 reported Form 5500
Participants
103 Oct 1, 2022 reported Form 5500
Contributions
$118,000 Sep 30, 2023 reported Form 5500
Benefits paid
$506,576 Sep 30, 2023 reported Form 5500
Net investment income
$207,580 Sep 30, 2023 reported Form 5500
Investment management fees
$2,235 Sep 30, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Sep 30, 2023103$4.2M$5.7M80.3%$4.4M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • UBS Financial Services Inc codes 26 $10,958 PY2022
  • John Hancock Life Insurance Company codes 15 28 59 60 62 63 68 $2,235 PY2022
  • Franklin Small-Mid Growth Sched. D P $257,493 PY2022

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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: managers.

›Connections

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+3 connections on the graph

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