This allocator's name

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Corporate pension in Illinois

Corporate pension· Rockford, Illinois

Corporate pension, based in Rockford, Illinois, reporting $17.5M in assets, for 310 participants.

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

Assets
$17.5M
Funded ratio
87.8%
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: 10 Dec 2024, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$17.5M
Total assets, Dec 10, 2024 reported
Funded
87.8%
Dec 11, 2023
Private markets target
no policy read
policy Dec 10, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 10, 2024
Actual allocation lines without a target (as filed)
  • Registered investment companies 100.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
2 events
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
22 readings
Total assets
$17.5M Dec 10, 2024 reported Form 5500
$15.3M (2023-12)
Plan assets
$15.3M Dec 11, 2023 reported Form 5500
$14.2M (2022-12)
Net assets
$17.5M Dec 10, 2024 reported Form 5500
$15.3M (2023-12)
Funded ratio
87.8% Dec 11, 2023 reported Form 5500
91.3% (2022-12)
Funding target
$18.3M Dec 11, 2023 reported Form 5500
$17.1M (2022-12)
Discount rate
5.32% Dec 11, 2023 reported Form 5500
5.51% (2022-12)
Participants
310 Dec 11, 2023 reported Form 5500
311 (2022-12)
Contributions
$747,835 Dec 10, 2024 reported Form 5500
$736,868 (2023-12)
Benefits paid
$870,243 Dec 10, 2024 reported Form 5500
$715,645 (2023-12)
Net investment income
$2.2M Dec 10, 2024 reported Form 5500
$1.1M (2023-12)
Investment management fees
$49,803 Dec 10, 2024 reported Form 5500
$44,215 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 10, 2024310$15.3M$18.3M87.8%$17.5MNot disclosedNot disclosedNot disclosed
2022 to Dec 10, 2023311$14.2M$17.1M91.3%$15.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • UBS Financial Services Inc. codes 27 $49,803 PY2023
  • First American Bank codes 11 $46,409 PY2023
  • Penchecks codes 63 $10,919 PY2023

+5 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 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

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-12-11source
  • Total assets changed
    2024-12-10source

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

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+3 connections on the graph

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