This allocator's name

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Corporate pension in Kansas

Corporate pension· Moundridge, Kansas

Corporate pension, based in Moundridge, Kansas, reporting $13.8M in assets, for 207 participants.

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

Assets
$13.8M
Funded ratio
83.0%
Fund commitments
1
Open searchesSimilar plans, same strategyCommitments (1)
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Allocation 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 Jun 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Kansas
Funds committed to
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$13.8M
Total assets, May 31, 2025 reported
Funded
83.0%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
1
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Insurance company general account 15.5%
  • Common/collective trusts 5.3%
  • Registered investment companies 75.6%
Consultants and advisers
2 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
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025DRZ Value Equity Collective Fundcollective trustPRT Investment ProtfolioPublic equity$732,821 heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024DRZ Value Equity Collective Fundcollective trustPRT Investment ProtfolioPublic equity$715,717 heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$13.8M May 31, 2025 reported Form 5500
$13.1M (2024-05) · $12.2M (2023-05)
Plan assets
$13.1M Jun 1, 2024 reported Form 5500
$12.2M (2023-06) · $12.8M (2022-06)
Net assets
$13.8M May 31, 2025 reported Form 5500
$13.1M (2024-05) · $12.2M (2023-05)
Funded ratio
83.0% Jun 1, 2024 reported Form 5500
86.0% (2023-06) · 89.6% (2022-06)
Funding target
$15.6M Jun 1, 2024 reported Form 5500
$15.6M (2023-06) · $14.8M (2022-06)
Discount rate
5.38% Jun 1, 2024 reported Form 5500
5.29% (2023-06) · 5.45% (2022-06)
Participants
207 Jun 1, 2024 reported Form 5500
214 (2023-06) · 214 (2022-06)
Contributions
$1.1M May 31, 2025 reported Form 5500
$957,780 (2024-05) · $832,236 (2023-05)
Benefits paid
$1.3M May 31, 2025 reported Form 5500
$1.5M (2024-05) · $1.4M (2023-05)
Net investment income
$665,230 May 31, 2025 reported Form 5500
$941,539 (2024-05) · -$608,377 (2023-05)
Investment management fees
$35,763 May 31, 2023 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 2025207$13.1M$15.6M83.0%$13.8MNot disclosedNot disclosedNot disclosed
2023 to May 31, 2024214$12.2M$15.6M86.0%$13.1MNot disclosedNot disclosedNot disclosed
2022 to May 31, 2023214$12.8M$14.8M89.6%$12.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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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.

Not yet on record: managers.

Record history

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-06-01source
  • Funded status changed
    2024-06-01source

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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+3 connections on the graph

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