DFX Intelligence

This allocator's name, 1 more manager and 20 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 Connecticut

Corporate pension· West Hartford, Connecticut

Corporate pension, based in West Hartford, Connecticut, reporting $76.6M in assets, for 1,047 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $76.6M
Funded ratio: 126.1%
Fund commitments: 8
Managers: 3

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

Commitments (8)Allocation policy Consultants

As of 2024-12-31 · 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 Fiducient Advisors LLC.

Capital path

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

Corporate pension in Connecticut

Funds committed to

Small Cap Growth/timessquare3 commitments
International Blend/lazard3 commitments
Small Cap Value/kennedy Capit3 commitments

All 8

Managers

Empower Annuity Insurance Company6 commitments
Prudential Insurance Company of Ame3 commitments
Dryden Capital, LLC2 commitments

All 4

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

Corporate pension

Assets

$76.6M

Total assets, Dec 31, 2024 reported

Funded

126.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 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)

Insurance company general account 14.6%
Pooled separate accounts 22.1%
Registered investment companies 63.3%

Consultants and advisers

2 firms

Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Empower Annuity Insurance Company6 rows, latest Dec 31, 2024
Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
Dryden Capital, LLC2 rows, latest Dec 31, 2023

+1 more manager 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)

Empower Annuity Insurance Companyplan years
Dryden Capital, LLCplan years
State Street Global Advisorsplan years

What changed

5 events

Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$2.8Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Fiducient Advisors LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
2 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 22 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $26.1Maskebsa.dol.gov

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

Commitments

23 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Small Cap Growth/timessquareseparate account	Empower Annuity Insurance Company	Public equity	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	International Blend/lazardseparate account	Empower Annuity Insurance Company	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Small Cap Value/kennedy Capitseparate account	Empower Annuity Insurance Company	Public equity	$1.4M held	Disclosed holding	askebsa.dol.gov

+20 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

32 readings

Total assets

$76.6M Dec 31, 2024 reported Form 5500

$80.9M (2023-12) · $79.7M (2022-12)

Plan assets

$80.2M Jan 1, 2024 reported Form 5500

$78.8M (2023-01) · $105M (2022-01)

Net assets

$76.6M Dec 31, 2024 reported Form 5500

$80.9M (2023-12) · $79.7M (2022-12)

Funded ratio

126.1% Jan 1, 2024 reported Form 5500

124.0% (2023-01) · 145.8% (2022-01)

Funding target

$61.3M Jan 1, 2024 reported Form 5500

$62.1M (2023-01) · $63.0M (2022-01)

Discount rate

5.10% Jan 1, 2024 reported Form 5500

5.23% (2023-01) · 5.40% (2022-01)

Participants

1,047 Jan 1, 2024 reported Form 5500

1,079 (2023-01) · 1,115 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$5.7M Dec 31, 2024 reported Form 5500

$5.1M (2023-12) · $5.1M (2022-12)

Net investment income

-$4.4M Dec 31, 2024 reported Form 5500

$1.2M (2023-12) · -$25.1M (2022-12)

Investment management fees

$105,784 Dec 31, 2024 reported Form 5500

$8,227 (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	1,047	$80.2M	$61.3M	126.1%	$76.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,079	$78.8M	$62.1M	124.0%	$80.9M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,115	$105M	$63.0M	145.8%	$79.7M	Not disclosed	Not disclosed	Not disclosed

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

Cohn Renznick LLP codes 10 $49,416 PY2024
Empower Annuity Insurance Company codes 13 $32,576 PY2024
this allocator codes 13 $29,027 PY2024

+36 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.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source
Funded status changed
2024-01-01source

+2 more changes on this record's ledger

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

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

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