DFX Intelligence

This allocator's name and 21 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Pennsylvania

Corporate pension· Leetsdale, Pennsylvania

Corporate pension, based in Leetsdale, Pennsylvania, reporting $5.5M in assets, for 258 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $5.5M
Funded ratio: 90.9%
Fund commitments: 8

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (8)Allocation policy

As of 2024-01-01 · 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 Jan 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Pennsylvania

Funds committed to

Prin Govt & Hq Bond Sa-R63 commitments
Principal Smallcap Sep Acct-R63 commitments
Prin Liquid Assets Sep Acct-Z3 commitments

All 8

Managers

Principal24 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$5.5M

Total assets, Dec 31, 2024 reported

Funded

90.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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)

Insurance company general account 53.3%
Pooled separate accounts 45.5%

Consultants and advisers

1 firm

USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Principal24 rows, latest Dec 31, 2024

What changed

2 events

Jan 1, 2024Funded status changed
down 2 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 4 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

24 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prin Govt & Hq Bond Sa-R6separate account	Principal	Fixed income	$116,526 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal Smallcap Sep Acct-R6separate account	Principal	Pooled vehicles	$160,273 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$108,771 held	Disclosed holding	askebsa.dol.gov

+21 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

30 readings

Total assets

$5.5M Dec 31, 2024 reported Form 5500

$5.3M (2023-12) · $5.4M (2022-12)

Plan assets

$5.3M Jan 1, 2024 reported Form 5500

$5.4M (2023-01) · $5.3M (2022-01)

Net assets

$5.5M Dec 31, 2024 reported Form 5500

$5.3M (2023-12) · $5.2M (2022-12)

Funded ratio

90.9% Jan 1, 2024 reported Form 5500

93.2% (2023-01) · 96.9% (2022-01)

Funding target

$5.8M Jan 1, 2024 reported Form 5500

$5.8M (2023-01) · $5.5M (2022-01)

Discount rate

5.26% Jan 1, 2024 reported Form 5500

5.36% (2023-01) · 5.54% (2022-01)

Participants

258 Jan 1, 2024 reported Form 5500

263 (2023-01) · 265 (2022-01)

Contributions

$142,562 Dec 31, 2024 reported Form 5500

$104,584 (2023-12) · $215,107 (2022-12)

Benefits paid

$174,591 Dec 31, 2024 reported Form 5500

$176,681 (2023-12) · $167,889 (2022-12)

Net investment income

$196,639 Dec 31, 2024 reported Form 5500

$94,941 (2023-12) · -$134,504 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	258	$5.3M	$5.8M	90.9%	$5.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	263	$5.4M	$5.8M	93.2%	$5.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	265	$5.3M	$5.5M	96.9%	$5.4M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

USI Consulting Group codes 11 50 $44,113 PY2024
Principal U.S. Separate Account Sched. D P PY2024
Principal Midcap Value III Sa-R6 Sched. D P PY2024

+46 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 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
2023-01-01source
Funded status changed
2024-01-01source

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

every published relationship on the graph

+2 connections on the graph

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