DFX Intelligence

This allocator's name and 1 more adviser

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Corporate pension in Arizona

Corporate pension· Tucson, Arizona

Corporate pension, based in Tucson, Arizona, reporting $27.8M in assets, for 186 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $27.8M
Funded ratio: 201.2%

Open searches Allocation policy Consultants

As of 2024-12-31 · 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 RBC Wealth Management.

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

Corporate pension

Assets

$27.8M

Total assets, Dec 31, 2024 reported

Funded

201.2%

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)

Registered investment companies 100.0%

Consultants and advisers

4 firms

RBC Wealth Management Investment adviser (plan)through Dec 31, 2024 Form 5500
Trustage Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
Cmfg Life Insurance Company Actuarythrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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

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

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

5 events

Dec 31, 2024Consultant changedinference
with RBC Wealth Managementaskebsa.dol.gov
Jan 1, 2024Funded status changed
9 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$4.1Maskebsa.dol.gov
Dec 31, 2023Assets changed
$4.1Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 27 pointsaskebsa.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

33 readings

Total assets

$27.8M Dec 31, 2024 reported Form 5500

$26.3M (2023-12) · $22.3M (2022-12)

Plan assets

$26.3M Jan 1, 2024 reported Form 5500

$22.3M (2023-01) · $24.6M (2022-01)

Net assets

$27.8M Dec 31, 2024 reported Form 5500

$26.3M (2023-12) · $22.3M (2022-12)

Funded ratio

201.2% Jan 1, 2024 reported Form 5500

192.6% (2023-01) · 219.4% (2022-01)

Funding target

$11.5M Jan 1, 2024 reported Form 5500

$10.1M (2023-01) · $9.7M (2022-01)

Discount rate

5.27% Jan 1, 2024 reported Form 5500

5.38% (2023-01) · 5.55% (2022-01)

Participants

186 Jan 1, 2024 reported Form 5500

189 (2023-01) · 198 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$1.5M (2023-12) · $3.0M (2022-12)

Benefits paid

$803,636 Dec 31, 2024 reported Form 5500

$231,790 (2023-12) · $1.9M (2022-12)

Net investment income

$1.5M Dec 31, 2024 reported Form 5500

$4.1M (2023-12) · -$2.4M (2022-12)

Investment management fees

$31,495 Dec 31, 2024 reported Form 5500

$23,320 (2023-12) · $21,432 (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	186	$26.3M	$11.5M	201.2%	$27.8M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	189	$22.3M	$10.1M	192.6%	$26.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	198	$24.6M	$9.7M	219.4%	$22.3M	Not disclosed	Not disclosed	Not disclosed

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

Cmfg Life Insurance Company codes 11 15 17 38 $59,206 PY2024
RBC Wealth Management codes 27 51 $27,276 PY2024
Members Capital Advisors, Inc. codes 27 51 $4,219 PY2024

+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.

Record history

5 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Consultant changed
2024-12-31source

+2 more changes on this record's ledger

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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

+5 connections on the graph

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