This allocator's name

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Corporate pension in California

Corporate pension· Beverly Hills, California

Corporate pension, based in Beverly Hills, California, reporting $6.9M in assets, for 212 participants.

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

Assets
$6.9M
Funded ratio
86.7%
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: 1 Apr 2024, Funded status changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$6.9M
Total assets, Mar 31, 2025 reported
Funded
86.7%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.2%
  • Common stock 94.4%
Consultants and advisers
3 firms
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
4 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
$6.9M Mar 31, 2025 reported Form 5500
$6.6M (2024-03) · $5.9M (2023-03)
Plan assets
$6.6M Apr 1, 2024 reported Form 5500
$5.9M (2023-04) · $7.2M (2022-04)
Net assets
$6.8M Mar 31, 2025 reported Form 5500
$6.5M (2024-03) · $5.8M (2023-03)
Funded ratio
86.7% Apr 1, 2024 reported Form 5500
82.7% (2023-04) · 82.6% (2022-04)
Funding target
$7.3M Apr 1, 2024 reported Form 5500
$7.9M (2023-04) · $7.8M (2022-04)
Discount rate
5.26% Apr 1, 2024 reported Form 5500
5.20% (2023-04) · 5.37% (2022-04)
Participants
212 Apr 1, 2024 reported Form 5500
213 (2023-04) · 218 (2022-04)
Contributions
$259,733 Mar 31, 2025 reported Form 5500
$339,515 (2024-03) · $439,371 (2023-03)
Benefits paid
$526,349 Mar 31, 2025 reported Form 5500
$754,711 (2024-03) · $466,503 (2023-03)
Net investment income
$238,931 Mar 31, 2025 reported Form 5500
$717,960 (2024-03) · -$1.1M (2023-03)
Investment management fees
$64,743 Mar 31, 2025 reported Form 5500
$87,774 (2024-03) · $58,778 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025212$6.6M$7.3M86.7%$6.9M$0$0$0
2023 to Mar 31, 2024213$5.9M$7.9M82.7%$6.6M$0$0$0
2022 to Mar 31, 2023218$7.2M$7.8M82.6%$5.9M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+12 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, managers.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2024-04-01source
  • Total assets changed
    2023-04-01source
  • Total assets changed
    2024-04-01source

+1 more change 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

+4 connections on the graph

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