This allocator's name

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Corporate pension in Wisconsin

Corporate pension· Milwaukee, Wisconsin

Corporate pension, based in Milwaukee, Wisconsin, reporting $139M in assets, for 1,263 participants.

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

Assets
$139M
Funded ratio
116.0%
Open searchesAllocation policyConsultants
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: 1 Jan 2025, Funded status changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$139M
Total assets, Dec 31, 2025 reported
Funded
116.0%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
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
3 events
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
40 readings
Total assets
$139M Dec 31, 2025 reported Form 5500
$135M (2024-12) · $138M (2023-12) · $135M (2022-12)
Plan assets
$136M Jan 1, 2025 reported Form 5500
$139M (2024-01) · $136M (2023-01) · $164M (2022-01)
Net assets
$139M Dec 31, 2025 reported Form 5500
$135M (2024-12) · $138M (2023-12) · $135M (2022-12)
Funded ratio
116.0% Jan 1, 2025 reported Form 5500
110.7% (2024-01) · 112.4% (2023-01) · 109.9% (2022-01)
Funding target
$88.4M Jan 1, 2025 reported Form 5500
$105M (2024-01) · $108M (2023-01) · $115M (2022-01)
Discount rate
5.29% Jan 1, 2025 reported Form 5500
5.07% (2024-01) · 5.13% (2023-01) · 5.29% (2022-01)
Participants
1,263 Jan 1, 2025 reported Form 5500
1,308 (2024-01) · 1,340 (2023-01) · 1,371 (2022-01)
Contributions
$0 Dec 31, 2025 reported Form 5500
$0 (2024-12) · $0 (2023-12) · $0 (2022-12)
Benefits paid
$8.0M Dec 31, 2025 reported Form 5500
$10.2M (2024-12) · $7.6M (2023-12) · $8.8M (2022-12)
Net investment income
$3.7M Dec 31, 2025 reported Form 5500
-$3.4M (2024-12) · $3.0M (2023-12) · -$27.3M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20251,263$136M$88.4M116.0%$139MNot disclosed$139MNot disclosed
2024 to Dec 31, 20241,308$139M$105M110.7%$135MNot disclosed$135MNot disclosed
2023 to Dec 31, 20231,340$136M$108M112.4%$138MNot disclosed$138MNot disclosed
2022 to Dec 31, 20221,371$164M$115M110.0%$135MNot disclosed$135MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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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 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: fund commitments, managers.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2025-01-01source
  • Total assets changed
    2023-01-01source

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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+3 connections on the graph

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