This allocator's name

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Corporate pension in Connecticut

Corporate pension· Glastonbury, Connecticut

Corporate pension, based in Glastonbury, Connecticut, reporting $34.0M in assets, for 368 participants.

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

Assets
$34.0M
Funded ratio
91.4%
Managers
1
Open searchesAllocation policyManagers
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 Jul 2024, Funded status changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$34.0M
Total assets, Jun 30, 2025 reported
Funded
91.4%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Other investments 5.8%
  • Registered investment companies 92.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
13 managers on Schedule C
From Schedule C (investment management, code 28)

+10 more Schedule C managers

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

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What changed
2 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
33 readings
Total assets
$34.0M Jun 30, 2025 reported Form 5500
$34.3M (2024-06) · $35.3M (2023-06)
Plan assets
$34.3M Jul 1, 2024 reported Form 5500
$35.2M (2023-07) · $36.5M (2022-07)
Net assets
$34.0M Jun 30, 2025 reported Form 5500
$34.3M (2024-06) · $35.2M (2023-06)
Funded ratio
91.4% Jul 1, 2024 reported Form 5500
97.5% (2023-07) · 99.7% (2022-07)
Funding target
$37.4M Jul 1, 2024 reported Form 5500
$39.0M (2023-07) · $39.4M (2022-07)
Discount rate
5.19% Jul 1, 2024 reported Form 5500
5.16% (2023-07) · 5.33% (2022-07)
Participants
368 Jul 1, 2024 reported Form 5500
371 (2023-07) · 375 (2022-07)
Contributions
$664,096 Jun 30, 2025 reported Form 5500
$526,812 (2024-06) · $560,855 (2023-06)
Benefits paid
$3.1M Jun 30, 2025 reported Form 5500
$3.1M (2024-06) · $3.0M (2023-06)
Net investment income
-$277,855 Jun 30, 2025 reported Form 5500
-$901,496 (2024-06) · -$1.3M (2023-06)
Investment management fees
$51,815 Jun 30, 2025 reported Form 5500
$51,422 (2024-06) · $57,937 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025368$34.3M$37.4M91.4%$34.0M$0$0$0
2023 to Jun 30, 2024371$35.2M$39.0M97.5%$34.3M$0$0$0
2022 to Jun 30, 2023375$36.5M$39.4M99.7%$35.3M$0Not disclosed$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+39 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.

Record history

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-07-01source
  • Funded status changed
    2024-07-01source

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

every published relationship on the graph

+16 connections on the graph

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