This allocator's name and 1 more adviser

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Corporate pension in Washington

Corporate pension· Seattle, Washington

Corporate pension, based in Seattle, Washington, reporting $98.1M in assets, for 1,936 participants.

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

Assets
$98.1M
Funded ratio
92.6%
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. Last change: 31 Dec 2024, Changed investment consultant to Fidelity Institutional Asset Mgmt T.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$98.1M
Total assets, Dec 31, 2024 reported
Funded
92.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
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
1 manager on Schedule C
From Schedule C (investment management, code 28)
  • plan years 2022
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with State Street Bank & Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Conduent Hr Services LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    down 20 pointsaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    down $39.4Maskebsa.dol.gov
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
31 readings
Total assets
$98.1M Dec 31, 2024 reported Form 5500
$105M (2023-12) · $105M (2022-12)
Plan assets
$105M Jan 1, 2024 reported Form 5500
$105M (2023-01) · $144M (2022-01)
Net assets
$98.0M Dec 31, 2024 reported Form 5500
$105M (2023-12) · $105M (2022-12)
Funded ratio
92.6% Jan 1, 2024 reported Form 5500
91.8% (2023-01) · 111.8% (2022-01)
Funding target
$118M Jan 1, 2024 reported Form 5500
$117M (2023-01) · $116M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.29% (2023-01) · 5.47% (2022-01)
Participants
1,936 Jan 1, 2024 reported Form 5500
1,983 (2023-01) · 2,065 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$7.9M Dec 31, 2024 reported Form 5500
$7.2M (2023-12) · $10.2M (2022-12)
Net investment income
-$6.8M Dec 31, 2024 reported Form 5500
-$136,114 (2023-12) · -$39.4M (2022-12)
Investment management fees
$14,783 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, 20241,936$105M$118M92.6%$98.1MNot disclosed$98.1MNot disclosed
2023 to Dec 31, 20231,983$105M$117M91.8%$105MNot disclosed$105MNot disclosed
2022 to Dec 31, 20222,065$144M$116M111.8%$105MNot disclosed$105MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson US LLC codes 11 16 17 70 $142,490 PY2024
  • Fidelity Inv Inst'l Op Co, LLC codes 13 15 49 61 $108,098 PY2024
  • Moss Adams LLP codes 10 $20,750 PY2024

+20 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 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.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source

+2 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

every published relationship on the graph

+6 connections on the graph

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