DFX Intelligence

This allocator's name, 2 more managers, 6 more commitments and 3 more dated events

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Corporate pension in Maryland

Corporate pension· Baltimore, Maryland

Corporate pension, based in Baltimore, Maryland, reporting $49.0M in assets, for 435 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: $49.0M
Funded ratio: 114.9%
Fund commitments: 7
Managers: 2

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

Commitments (7)Allocation policy Managers

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 Maryland

Funds committed to

Fidelity 500 Index2 commitments
Massmutual Mid Cap Growth I2 commitments
Jpmorgan US Government Mmkt Inst1 commitment

All 7

Managers

Fidelity Investments2 commitments
Minnesota Life Insurance2 commitments
Mackay Shields1 commitment

All 5

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

Corporate pension

Assets

$49.0M

Total assets, Dec 31, 2024 reported

Funded

114.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.4%
Insurance company general account 61.4%
Registered investment companies 38.3%

Consultants and advisers

3 firms

Manulife John Hancock Actuarythrough Dec 31, 2024 Form 5500
John Hancock Actuarythrough Dec 31, 2023 Form 5500
Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Fidelity Investments2 rows, latest Dec 31, 2023
Minnesota Life Insurance2 rows, latest Dec 31, 2023
Mackay Shields1 row, latest Dec 31, 2023

+2 more managers received commitments

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

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

From Schedule C (investment management, code 28)

Fidelity Investmentsplan years
Empower Capital Management, LLCplan years

What changed

8 events

Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with Minnesota Life Insurance$333Kaskebsa.dol.gov
Dec 31, 2023Holding started
with Mackay Shields$374Kaskebsa.dol.gov
Dec 31, 2023Holding started
with Transamerica Premier Life Insurance$118Kaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Long Duration Bond (empower)$9.1Maskebsa.dol.gov

+3 more dated events

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

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

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

Commitments

9 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	Fidelity 500 Indexseparate account	Fidelity Investments	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Massmutual Mid Cap Growth Iseparate account	Massmutual	Pooled vehicles	$223,540 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jpmorgan US Government Mmkt Instseparate account	Minnesota Life Insurance	Pooled vehicles	$115,259 held	Disclosed holding	askebsa.dol.gov

+6 more commitments

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

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Size and funding

30 readings

Total assets

$49.0M Dec 31, 2024 reported Form 5500

$51.1M (2023-12) · $49.8M (2022-12)

Plan assets

$51.1M Jan 1, 2024 reported Form 5500

$49.7M (2023-01) · $69.2M (2022-01)

Net assets

$49.0M Dec 31, 2024 reported Form 5500

$51.1M (2023-12) · $49.8M (2022-12)

Funded ratio

114.9% Jan 1, 2024 reported Form 5500

111.9% (2023-01) · 167.8% (2022-01)

Funding target

$44.4M Jan 1, 2024 reported Form 5500

$44.4M (2023-01) · $41.3M (2022-01)

Discount rate

5.19% Jan 1, 2024 reported Form 5500

5.33% (2023-01) · 5.50% (2022-01)

Participants

435 Jan 1, 2024 reported Form 5500

444 (2023-01) · 455 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$3.4M Dec 31, 2024 reported Form 5500

$1.9M (2023-12) · $2.1M (2022-12)

Net investment income

-$2.0M Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · -$19.4M (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	435	$51.1M	$44.4M	114.9%	$49.0M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	444	$49.7M	$44.4M	111.9%	$51.1M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	455	$69.2M	$41.3M	167.8%	$49.8M	Not disclosed	Not disclosed	Not disclosed

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

SLC Management codes 26 $60,647 PY2024
John Hancock codes 11 15 62 64 $29,494 PY2024
Empower Annuity Insurance Company codes 64 $6,016 PY2024

+50 more service providers

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

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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.

Record history

8 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source

+5 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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