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Corporate pension in Florida

Corporate pension· Beverly Hills, Florida

Corporate pension, based in Beverly Hills, Florida, reporting $9.2M in assets, for 176 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: $9.2M
Funded ratio: 87.8%
Fund commitments: 1
Managers: 1

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Commitments (1)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 Florida

Funds committed to

Vangrd Lifestat Cns Gr Fd Inv3 commitments

Managers

Voya Retirement Ins & Annuity3 commitments

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

Corporate pension

Assets

$9.2M

Total assets, Dec 31, 2024 reported

Funded

87.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Insurance company general account 0.1%
Registered investment companies 98.8%

Consultants and advisers

2 firms

Futureplan by Ascensus Actuarythrough Dec 31, 2023 Form 5500
Ascensus Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Voya Retirement Ins & Annuity3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Voya Retirement Ins & Annuityplan years

What changed

5 events

Jan 1, 2024Funded status changed
7 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$1.9Maskebsa.dol.gov
Dec 31, 2023Assets changed
$1.9Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 31 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $833Kaskebsa.dol.gov

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

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Vangrd Lifestat Cns Gr Fd Invseparate account	Voya Retirement Ins & Annuity	Pooled vehicles	$9,063 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Vangrd Lifestat Cns Gr Fd Invseparate account	Voya Retirement Ins & Annuity	Pooled vehicles	$9,002 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Vangrd Lifestat Cns Gr Fd Invseparate account	Voya Retirement Ins & Annuity	Pooled vehicles	$9,022 held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$9.2M Dec 31, 2024 reported Form 5500

$8.5M (2023-12) · $6.6M (2022-12)

Plan assets

$8.5M Jan 1, 2024 reported Form 5500

$6.6M (2023-01) · $7.5M (2022-01)

Net assets

$9.2M Dec 31, 2024 reported Form 5500

$8.5M (2023-12) · $6.6M (2022-12)

Funded ratio

87.8% Jan 1, 2024 reported Form 5500

80.6% (2023-01) · 111.3% (2022-01)

Funding target

$9.7M Jan 1, 2024 reported Form 5500

$8.2M (2023-01) · $6.7M (2022-01)

Discount rate

4.92% Jan 1, 2024 reported Form 5500

5.03% (2023-01) · 5.20% (2022-01)

Participants

176 Jan 1, 2024 reported Form 5500

165 (2023-01) · 151 (2022-01)

Contributions

$209,051 Dec 31, 2024 reported Form 5500

$1.2M (2023-12) · $280,870 (2022-12)

Benefits paid

$0 Dec 31, 2024 reported Form 5500

$6,592 (2023-12) · $0 (2022-12)

Net investment income

$679,348 Dec 31, 2024 reported Form 5500

$1.9M (2023-12) · -$836,713 (2022-12)

Investment management fees

$1,000 Dec 31, 2024 reported Form 5500

$8,000 (2023-12) · $1,000 (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	176	$8.5M	$9.7M	87.8%	$9.2M	$0	$0	$0
2023 to Dec 31, 2023	165	$6.6M	$8.2M	80.6%	$8.5M	$0	$0	$0
2022 to Dec 31, 2022	151	$7.5M	$6.7M	111.3%	$6.6M	$0	$0	$0

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

Vangrd Lifestat Cns Gr Fd Inv Sched. D P $9.1M PY2024
Voya Fixed Account(4062) Sched. D P $9,063 PY2024
Futureplan by Ascensus codes 11 PY2024

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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

5 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Total assets changed
2023-01-01source

+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

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+4 connections on the graph

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