DFX Intelligence

This allocator's name and 2 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 California

Corporate pension· Santa Fe Springs, California

Corporate pension, based in Santa Fe Springs, California, reporting $10.9M in assets, for 234 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $10.9M
Funded ratio: 88.7%

Open searches Allocation policy

As of 2024-01-01 · 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 2024, Total assets changed.

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

Corporate pension

Assets

$10.9M

Total assets, Dec 31, 2024 reported

Funded

88.7%

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)

Interest-bearing cash 1.4%
Registered investment companies 35.4%
Common stock 62.9%

Consultants and advisers

3 firms

Charles Schwab Trust Bank Custodianthrough Dec 31, 2023 Form 5500
Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
The Bank of New York Mellon Trst Co Custodianthrough Dec 31, 2022 Form 5500

People

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

Manager roster

2 managers on Schedule C

From Schedule C (investment management, code 28)

PNC Bankplan years 2023
Alliance Bernstein, L.P.plan years 2022

What changed

7 events

Jan 1, 2024Assets changed
$1.2Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Alliance Bernstein, L.P.askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with The Bank of New York Mellon Trst Coaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with PNC Bankaskebsa.dol.gov
Dec 31, 2023Assets changed
$1.2Maskebsa.dol.gov

+2 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

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

32 readings

Total assets

$10.9M Dec 31, 2024 reported Form 5500

$11.3M (2023-12) · $10.1M (2022-12)

Plan assets

$11.3M Jan 1, 2024 reported Form 5500

$10.1M (2023-01) · $13.0M (2022-01)

Net assets

$10.9M Dec 31, 2024 reported Form 5500

$11.3M (2023-12) · $10.1M (2022-12)

Funded ratio

88.7% Jan 1, 2024 reported Form 5500

90.1% (2023-01) · 98.0% (2022-01)

Funding target

$10.3M Jan 1, 2024 reported Form 5500

$10.3M (2023-01) · $10.6M (2022-01)

Discount rate

5.04% Jan 1, 2024 reported Form 5500

5.17% (2023-01) · 5.34% (2022-01)

Participants

234 Jan 1, 2024 reported Form 5500

238 (2023-01) · 260 (2022-01)

Contributions

$104,000 Dec 31, 2024 reported Form 5500

$108,700 (2023-12) · $200,500 (2022-12)

Benefits paid

$717,650 Dec 31, 2024 reported Form 5500

$697,470 (2023-12) · $699,959 (2022-12)

Net investment income

-$385,297 Dec 31, 2024 reported Form 5500

$1.2M (2023-12) · -$2.9M (2022-12)

Investment management fees

$18,010 Dec 31, 2023 reported Form 5500

$33,898 (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	234	$11.3M	$10.3M	88.7%	$10.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	238	$10.1M	$10.3M	90.1%	$11.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	260	$13.0M	$10.6M	98.0%	$10.1M	Not disclosed	Not disclosed	Not disclosed

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

PNC Bank, National Association codes 28 50 $61,382 PY2024
Milliman, Inc. codes 11 50 $23,547 PY2024
Milliman, Inc. codes 11 PY2024

+8 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.

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship ended
2023-12-31source
Manager relationship started
2023-12-31source

+4 more changes on this record's ledger

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

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

+6 connections on the graph

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