This allocator's name

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Corporate pension in Wisconsin

Corporate pension· Fond du Lac, Wisconsin

Corporate pension, based in Fond du Lac, Wisconsin, reporting $15,822 in assets, for 121 participants.

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

Assets
$15,822
Funded ratio
129.2%
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. Last change: 31 Dec 2024, Changed investment consultant to Spectrum Investment Advisors.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$15,822
Total assets, Dec 31, 2024 reported
Funded
129.2%
Jan 1, 2022
Private markets target
no policy read
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 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
3 events
  • Dec 31, 2024Consultant changedinference
    with Spectrum Investment Advisorsaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    down $6.6Maskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Spectrum Investment Advisorsaskebsa.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
24 readings
Total assets
$15,822 Dec 31, 2024 reported Form 5500
$6.6M (2023-12) · $6.6M (2022-12)
Plan assets
$7.3M Jan 1, 2022 reported Form 5500
Net assets
$15,822 Dec 31, 2024 reported Form 5500
$6.6M (2023-12) · $6.6M (2022-12)
Funded ratio
129.2% Jan 1, 2022 reported Form 5500
Funding target
$5.1M Jan 1, 2022 reported Form 5500
Discount rate
5.44% Jan 1, 2022 reported Form 5500
Participants
121 Jan 1, 2024 reported Form 5500
126 (2023-01) · 148 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$5.8M Dec 31, 2024 reported Form 5500
$212,256 (2023-12) · $766,912 (2022-12)
Net investment income
-$5.7M Dec 31, 2024 reported Form 5500
$45,228 (2023-12) · -$737,920 (2022-12)
Investment management fees
$14,815 Dec 31, 2023 reported Form 5500
$4,990 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024121Not disclosedNot disclosedn/a$15,822Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023126Not disclosedNot disclosedn/a$6.6MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022148$7.3M$5.1M129.2%$6.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+2 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, managers.

Record history

3 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2024-12-31source

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

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