This allocator's name

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Corporate pension in Wisconsin

Corporate pension· Glendale, Wisconsin

Corporate pension, based in Glendale, Wisconsin, reporting $3.2M in assets, for 193 participants.

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

Assets
$3.2M
Funded ratio
89.7%
Open searchesAllocation 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.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$3.2M
Total assets, Nov 30, 2024 reported
Funded
89.7%
Dec 1, 2023
Private markets target
no policy read
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
2 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.
What changed
No dated events yet.
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
21 readings
Total assets
$3.2M Nov 30, 2024 reported Form 5500
$3.0M (2023-11)
Plan assets
$3.0M Dec 1, 2023 reported Form 5500
$3.1M (2022-12)
Net assets
$3.2M Nov 30, 2024 reported Form 5500
$3.0M (2023-11)
Funded ratio
89.7% Dec 1, 2023 reported Form 5500
89.3% (2022-12)
Funding target
$3.3M Dec 1, 2023 reported Form 5500
$3.5M (2022-12)
Discount rate
5.07% Dec 1, 2023 reported Form 5500
5.24% (2022-12)
Participants
193 Dec 1, 2023 reported Form 5500
196 (2022-12)
Contributions
$87,472 Nov 30, 2024 reported Form 5500
$123,068 (2023-11)
Benefits paid
$328,156 Nov 30, 2024 reported Form 5500
$331,678 (2023-11)
Net investment income
$159,562 Nov 30, 2024 reported Form 5500
-$119,620 (2023-11)
Investment management fees
$9,252 Nov 30, 2023 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 2024193$3.0M$3.3M89.7%$3.2MNot disclosed$3.2MNot disclosed
2022 to Nov 30, 2023196$3.1M$3.5M89.3%$3.0MNot disclosed$3.0MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Egps, Inc. codes 11 15 $13,800 PY2023
  • US Bank codes 12 $9,340 PY2023
  • Cliftonlarsonallen LLP codes 10 $9,240 PY2023

+7 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 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, managers.

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+3 connections on the graph

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