This allocator's name and 1 more adviser
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Corporate pension in Mississippi
Corporate pension, based in Corinth, Mississippi, reporting $5.5M in assets, for 313 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $5.5M
- Funded ratio
- 105.0%
Nothing material in the last 90 days. Last change: 31 Dec 2023, Total assets changed.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 16.5%
- Non-interest-bearing cash 2.0%
- Corporate debt instruments (other) 74.0%
- U.S. Government securities 5.0%
- Registered investment companies 1.3%
- BMO Harris Bank Trusteethrough Dec 31, 2023 Form 5500
- Burleigh Consulting Group Actuarythrough Dec 31, 2023 Form 5500
- Creative Benefit Strategies, Inc. Actuarythrough Dec 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2023Assets changeddown $10.1Maskebsa.dol.gov
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 313 | $15.6M | $14.8M | 105.0% | $5.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 318 | $17.3M | $14.8M | 103.9% | $15.7M | Not disclosed | Not disclosed | Not disclosed |
- BMO Harris Bank codes 21 $95,423 PY2023
- Burleigh Consulting Group codes 11 $44,090 PY2023
- Nail Mckinney, PA codes 10 $15,968 PY2023
+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
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2023-12-31source
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.