DFX Intelligence

This allocator's name, 5 more advisers, 1 more commitment and 9 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Colorado

Corporate pension· Denver, Colorado

Corporate pension, based in Denver, Colorado, reporting $99.6M in assets, for 2,984 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $99.6M
Funded ratio: 85.5%
Fund commitments: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (2)Allocation policy Consultants

As of 2024-12-31 · 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 2024, Changed investment consultant to Bchr US Acquisitions Inc.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Colorado

Funds committed to

EB Temporary Investment3 commitments
Silchester Int'l Value Equity Trust1 commitment

Managers

BNY Mellon3 commitments
Silchester International Investor1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$99.6M

Total assets, Dec 31, 2024 reported

Funded

85.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Partnership/joint venture interests 6.3%
Common/collective trusts 4.4%
Registered investment companies 87.7%

Consultants and advisers

8 firms

Cambridge Associates General consultantthrough Dec 31, 2024 Form 5500
Bchr US Acquisitions Inc General consultantthrough Dec 31, 2024 Form 5500
Milliman, Inc. General consultantthrough Dec 31, 2023 Form 5500

+5 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

BNY Mellon3 rows, latest Dec 31, 2024
Silchester International Investor1 row, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Wellington Trust Companyplan years 2023
Angeles Investment Advisors, LLCplan years 2023
Cambridge Associatesplan years 2023

+2 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

14 events

Dec 31, 2024Consultant changedinference
with Bchr US Acquisitions Incaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Wellington Trust Companyaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Aonaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Angeles Investment Advisors, LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Silchester International Investoraskebsa.dol.gov

+9 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$26.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$3.2M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$99.6M Dec 31, 2024 reported Form 5500

$103M (2023-12) · $95.5M (2022-12)

Plan assets

$102M Jan 1, 2024 reported Form 5500

$95.4M (2023-01) · $147M (2022-01)

Net assets

$99.5M Dec 31, 2024 reported Form 5500

$103M (2023-12) · $95.4M (2022-12)

Funded ratio

85.5% Jan 1, 2024 reported Form 5500

81.1% (2023-01) · 102.3% (2022-01)

Funding target

$125M Jan 1, 2024 reported Form 5500

$126M (2023-01) · $132M (2022-01)

Discount rate

8.00% Jan 1, 2024 reported Form 5500

8.00% (2023-01) · 8.00% (2022-01)

Participants

2,984 Jan 1, 2024 reported Form 5500

3,152 (2023-01) · 3,322 (2022-01)

Contributions

$5.3M Dec 31, 2024 reported Form 5500

$2.9M (2023-12) · $0 (2022-12)

Benefits paid

$15.9M Dec 31, 2024 reported Form 5500

$12.9M (2023-12) · $16.0M (2022-12)

Net investment income

-$3.1M Dec 31, 2024 reported Form 5500

$7.2M (2023-12) · -$51.3M (2022-12)

Investment management fees

$72,218 Dec 31, 2024 reported Form 5500

$263,025 (2023-12) · $330,234 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	2,984	$102M	$125M	85.5%	$99.6M	$6.2M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,152	$95.4M	$126M	81.1%	$103M	$8.6M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,322	$147M	$132M	102.3%	$95.5M	$11.0M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Milliman Inc codes 16 50 64 $152,059 PY2024
AON Consulting Inc codes 11 16 50 $141,992 PY2024
Cambridge Associates LLC codes 16 28 50 $135,000 PY2024

+27 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Capital chain

This record sits on 8 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 8 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

14 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Funded status changed
2023-01-01source
Funded status changed
2024-01-01source

+11 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.

›Connections

every published relationship on the graph

+14 connections on the graph

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