DFX Intelligence
This allocator's name
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Corporate pension in Pennsylvania
Corporate pension· Monongahela, Pennsylvania
Corporate pension, based in Monongahela, Pennsylvania, for 1,186 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Funded ratio
- 108.3%
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. No dated change on record yet.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
not established
Total assets, Dec 31, 2022 reported
Funded
108.3%
Jan 1, 2022
Private markets target
no policy read
no policy read
Commitments
0
none on the tape
Plan sponsor: this allocator
Consultants and advisers
2 firms
- Matrix Financial Solutions Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
- JP Morgan Securitiesplan years 2022
What changed
No dated events yet.
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
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 1,186 | $112M | $86.9M | 108.3% | $0 | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Matrix Financial Solutions codes 21 28 50 51 $234,374 PY2022
- Jpmorgan Securities codes 28 50 51 $209,088 PY2022
- AON Consulting, Inc. codes 11 PY2022
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, fund commitments, managers, allocation policy.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.