This allocator's name, 1 more adviser and 2 more dated events

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Corporate pension in Wisconsin

Corporate pension· Madison, Wisconsin

Corporate pension, based in Madison, Wisconsin, reporting $226M in assets, for 2,228 participants.

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

Assets
$226M
Funded ratio
92.3%
Open searchesAllocation policyConsultants
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 Dec 2024, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$226M
Total assets, Dec 31, 2024 reported
Funded
92.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
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 2.5%
  • Insurance company general account 0.0%
  • Master trust investment accounts 93.1%
  • Registered investment companies 2.4%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)

+6 more Schedule C managers

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What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    with Rhumbline Advisers Corpaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Nepc, LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    4 pointsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with AON Investments USA Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Wellington Trust Companyaskebsa.dol.gov

+2 more dated events

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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
31 readings
Total assets
$226M Dec 31, 2024 reported Form 5500
$232M (2023-12) · $232M (2022-12)
Plan assets
$219M Jan 1, 2024 reported Form 5500
$217M (2023-01) · $308M (2022-01)
Net assets
$226M Dec 31, 2024 reported Form 5500
$232M (2023-12) · $232M (2022-12)
Funded ratio
92.3% Jan 1, 2024 reported Form 5500
87.9% (2023-01) · 106.5% (2022-01)
Funding target
$253M Jan 1, 2024 reported Form 5500
$264M (2023-01) · $270M (2022-01)
Discount rate
5.04% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.33% (2022-01)
Participants
2,228 Jan 1, 2024 reported Form 5500
2,299 (2023-01) · 2,390 (2022-01)
Contributions
$5.5M Dec 31, 2024 reported Form 5500
Benefits paid
$22.4M Dec 31, 2024 reported Form 5500
$23.6M (2023-12) · $28.0M (2022-12)
Net investment income
-$3.9M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · -$94.8M (2022-12)
Investment management fees
$295,249 Dec 31, 2024 reported Form 5500
$550,024 (2023-12) · $637,333 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,228$219M$253M92.3%$226MNot disclosed$210MNot disclosed
2023 to Dec 31, 20232,299$217M$264M87.9%$232MNot disclosed$218MNot disclosed
2022 to Dec 31, 20222,390$308M$270M106.5%$232MNot disclosed$225MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+34 more service providers

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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, managers.

Record history

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2023-12-31source

+4 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

+14 connections on the graph

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