This allocator's name and 1 more adviser

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Corporate pension in Wisconsin

Corporate pension· Milwaukee, Wisconsin

Corporate pension, based in Milwaukee, Wisconsin, reporting $8,135 in assets, for 1,238 participants.

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

Assets
$8,135
Funded ratio
97.7%
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. No dated change on record yet.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$8,135
Total assets, Nov 30, 2023 reported
Funded
97.7%
Dec 1, 2022
Private markets target
no policy read
policy Nov 30, 2023
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Nov 30, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 24.6%
  • Non-interest-bearing cash 0.0%
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
No manager relationship is on the tape for this allocator.
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
$8,135 Nov 30, 2023 reported Form 5500
Plan assets
$63.0M Dec 1, 2022 reported Form 5500
Net assets
$0 Nov 30, 2023 reported Form 5500
Funded ratio
97.7% Dec 1, 2022 reported Form 5500
Funding target
$60.6M Dec 1, 2022 reported Form 5500
Discount rate
5.35% Dec 1, 2022 reported Form 5500
Participants
1,238 Dec 1, 2022 reported Form 5500
Contributions
$0 Nov 30, 2023 reported Form 5500
Benefits paid
$61.6M Nov 30, 2023 reported Form 5500
Net investment income
-$61.7M Nov 30, 2023 reported Form 5500
Investment management fees
$62,655 Nov 30, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Nov 30, 20231,238$63.0M$60.6M97.7%$8,135$0Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+4 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

›Connections

every published relationship on the graph

+5 connections on the graph

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