This allocator's name and 4 more dated events

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Corporate pension in Utah

Corporate pension· Provo, Utah

Corporate pension, based in Provo, Utah, reporting $7.1M in assets, for 291 participants.

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

Assets
$7.1M
Funded ratio
112.4%
Fund commitments
2
Managers
1
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Commitments (2)Allocation policyManagers
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, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Utah
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$7.1M
Total assets, Dec 31, 2024 reported
Funded
112.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
9 events
  • Dec 31, 2024Holding endedinference
    with Minnesota Life Insurance$5.9Maskebsa.dol.gov
  • Dec 31, 2024Holding started
    with Standard Insurance Company$7.1Maskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Stancorp Financial Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Minnesota Life Insuranceaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    $1.2Maskebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Separate Account aseparate accountStandard Insurance CompanyPooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Master Separate Accountseparate accountMinnesota Life InsurancePooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Master Separate Accountseparate accountMinnesota Life InsurancePooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$7.1M Dec 31, 2024 reported Form 5500
$5.9M (2023-12) · $4.6M (2022-12)
Plan assets
$5.9M Jan 1, 2024 reported Form 5500
$5.0M (2023-01) · $5.0M (2022-01)
Net assets
$7.1M Dec 31, 2024 reported Form 5500
$5.9M (2023-12) · $4.6M (2022-12)
Funded ratio
112.4% Jan 1, 2024 reported Form 5500
125.7% (2023-01) · 134.7% (2022-01)
Funding target
$5.3M Jan 1, 2024 reported Form 5500
$4.0M (2023-01) · $3.7M (2022-01)
Discount rate
5.03% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.32% (2022-01)
Participants
291 Jan 1, 2024 reported Form 5500
202 (2023-01) · 189 (2022-01)
Contributions
$1.1M Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $801,400 (2022-12)
Benefits paid
$124,542 Dec 31, 2024 reported Form 5500
$46,786 (2023-12) · $13,186 (2022-12)
Net investment income
$1.2M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $167,331 (2022-12)
Investment management fees
$70,931 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024291$5.9M$5.3M112.4%$7.1MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023202$5.0M$4.0M125.7%$5.9MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022189$5.0M$3.7M134.7%$4.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+7 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 29, 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.

Record history

9 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Funded status changed
    2023-01-01source

+6 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

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+5 connections on the graph

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