This allocator's name

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Corporate pension in Texas

Corporate pension· Spring, Texas

Corporate pension, based in Spring, Texas, for 448 participants.

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

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 Oct 2024, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Oct 31, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Oct 31, 2023
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Oct 31, 2023
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.2%
  • Registered investment companies 48.9%
Consultants and advisers
2 firms
  • Aon Actuarythrough Oct 31, 2023 Form 5500
  • this allocator Trusteethrough Oct 31, 2023 Form 5500
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
1 event
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
12 readings
Total assets
$0 Oct 31, 2024 reported Form 5500
$21.2M (2023-10)
Net assets
$0 Oct 31, 2024 reported Form 5500
$21.2M (2023-10)
Participants
448 Nov 1, 2023 reported Form 5500
602 (2022-11)
Contributions
$0 Oct 31, 2024 reported Form 5500
$4.2M (2023-10)
Benefits paid
$21.6M Oct 31, 2024 reported Form 5500
$15.4M (2023-10)
Net investment income
-$21.2M Oct 31, 2024 reported Form 5500
-$12.8M (2023-10)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Oct 31, 2024448Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2022 to Oct 31, 2023602Not disclosedNot disclosedn/a$21.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Fidelity Management Trust Company codes 14 50 $205,289 PY2023
  • AON Consulting codes 11 16 50 $170,000 PY2023
  • Yanira Rosario CPA LLC codes 10 50 $53,800 PY2023

+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: assets, funded ratio, fund commitments, managers.

Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2024-10-31source

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

every published relationship on the graph

+3 connections on the graph

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