DFX Intelligence

This allocator's name, 2 more advisers, 4 more managers and 30 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 Florida

Corporate pension· Palm Beach Gardens, Florida

Corporate pension, based in Palm Beach Gardens, Florida, reporting $215M in assets, for 1,937 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: $215M
Funded ratio: 104.9%
Fund commitments: 11
Managers: 2

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

Commitments (11)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

Treasury U.S. 5 Year Key Rate Durat3 commitments
TSY U.S. 25+ Yr Key Rate Dur Nl Fd3 commitments
State St Lng US Govt Bd Ind Nl Fund3 commitments

All 11

Managers

State Street Global Advisors Trust9 commitments
Blackrock6 commitments
Blackrock Institutional Trust6 commitments

All 7

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

Corporate pension

Assets

$215M

Total assets, Dec 31, 2024 reported

Funded

104.9%

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)

Common/collective trusts 100.0%

Consultants and advisers

5 firms

Alight Solutions LLC Pension consultantthrough Dec 31, 2022 Form 5500
Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500

+2 more consultants and advisers advise this allocator

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

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

People

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

Manager roster

7 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust9 rows, latest Dec 31, 2024
Blackrock6 rows, latest Dec 31, 2024
Blackrock Institutional Trust6 rows, latest Dec 31, 2024

+4 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)

Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years

What changed

5 events

Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$25.4Maskebsa.dol.gov
Dec 31, 2023Assets changed
$25.8Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 46 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $103Maskebsa.dol.gov

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

Commitments

33 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Treasury U.S. 5 Year Key Rate Duratcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trust	Blackrock	Pooled vehicles	$14.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	State St Lng US Govt Bd Ind Nl Fundcollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$21.5M held	Disclosed holding	askebsa.dol.gov

+30 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

33 readings

Total assets

$215M Dec 31, 2024 reported Form 5500

$223M (2023-12) · $197M (2022-12)

Plan assets

$223M Jan 1, 2024 reported Form 5500

$197M (2023-01) · $300M (2022-01)

Net assets

$215M Dec 31, 2024 reported Form 5500

$223M (2023-12) · $197M (2022-12)

Funded ratio

104.9% Jan 1, 2024 reported Form 5500

102.3% (2023-01) · 148.4% (2022-01)

Funding target

$227M Jan 1, 2024 reported Form 5500

$212M (2023-01) · $195M (2022-01)

Discount rate

5.24% Jan 1, 2024 reported Form 5500

5.38% (2023-01) · 5.56% (2022-01)

Participants

1,937 Jan 1, 2024 reported Form 5500

1,944 (2023-01) · 1,947 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$10.0M (2023-12) · $0 (2022-12)

Benefits paid

$5.8M Dec 31, 2024 reported Form 5500

$5.0M (2023-12) · $4.3M (2022-12)

Net investment income

-$8.3M Dec 31, 2024 reported Form 5500

$25.8M (2023-12) · -$103M (2022-12)

Investment management fees

$405,790 Dec 31, 2024 reported Form 5500

$330,452 (2023-12) · $55,529 (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	1,937	$223M	$227M	104.9%	$215M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,944	$197M	$212M	102.3%	$223M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,947	$300M	$195M	148.4%	$197M	Not disclosed	Not disclosed	Not disclosed

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

Willis Towers Watson US LLC codes 11 50 $413,714 PY2024
Conduent Hr Services codes 15 64 $348,343 PY2024
The Bank of New York Mellon codes 18 50 52 $62,495 PY2024

+54 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 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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

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

every published relationship on the graph

+8 connections on the graph

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