This allocator's name and 2 more advisers

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Corporate pension in Pennsylvania

Corporate pension· Lancaster, Pennsylvania

Corporate pension, based in Lancaster, Pennsylvania, reporting $133M in assets, for 1,395 participants.

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

Assets
$133M
Funded ratio
95.1%
Managers
1
Open searchesAllocation policyConsultants
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Managers
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, Changed investment consultant to Conrad Siegel.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$133M
Total assets, Nov 30, 2024 reported
Funded
95.1%
Dec 1, 2023
Private markets target
no policy read
policy Nov 30, 2024
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.2%
  • Corporate debt instruments (preferred) 45.8%
  • U.S. Government securities 31.2%
  • Other investments 0.1%
  • Registered investment companies 18.8%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
5 events
  • Dec 31, 2023Manager relationship started
    with Fidelity Management & Research Compaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Conrad Siegelaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with The Vanguard Groupaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Metlifeaskebsa.dol.gov
  • Dec 1, 2023Funded status changed
    down 5 pointsaskebsa.dol.gov
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
22 readings
Total assets
$133M Nov 30, 2024 reported Form 5500
$129M (2023-11)
Plan assets
$129M Dec 1, 2023 reported Form 5500
$135M (2022-12)
Net assets
$131M Nov 30, 2024 reported Form 5500
$129M (2023-11)
Funded ratio
95.1% Dec 1, 2023 reported Form 5500
100.0% (2022-12)
Funding target
$129M Dec 1, 2023 reported Form 5500
$130M (2022-12)
Discount rate
5.17% Dec 1, 2023 reported Form 5500
5.34% (2022-12)
Participants
1,395 Dec 1, 2023 reported Form 5500
1,428 (2022-12)
Contributions
$0 Nov 30, 2024 reported Form 5500
$0 (2023-11)
Benefits paid
$11.5M Nov 30, 2024 reported Form 5500
$9.3M (2023-11)
Net investment income
$2.3M Nov 30, 2024 reported Form 5500
-$6.2M (2023-11)
Investment management fees
$300,910 Nov 30, 2024 reported Form 5500
$215,184 (2023-11)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 20241,395$129M$129M95.1%$133M$0$0$0
2022 to Nov 30, 20231,428$135M$130M100.0%$129MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+10 more service providers

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

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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 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: fund commitments.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-12-01source
  • Manager relationship started
    2023-12-31source
  • Consultant changed
    2023-12-31source

+2 more changes on this record's ledger

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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.

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+9 connections on the graph

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