This allocator's name and 6 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 District of Columbia
Corporate pension, based in Washington, District of Columbia, reporting $10.9M in assets, for 196 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $10.9M
- Funded ratio
- 101.1%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Fidelity 500 Index3 commitments
- Massmutual US Govt Mny Mkt R53 commitments
- Massmutual Mid Cap Growth I3 commitments
- Vanguard3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Registered investment companies 100.0%
- October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500
- Vanguard3 rows, latest Dec 31, 2024
- Vanguardplan years
- Raymond Jamesplan years 2023
- Dec 31, 2024Manager relationship endedinferencewith Raymond Jamesaskebsa.dol.gov
- Jan 1, 2024Funded status changed58 pointsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Raymond Jamesaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 19 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $4.1Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fidelity 500 Indexseparate account | Vanguard | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $187 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $3.0M 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 196 | $11.7M | $11.0M | 101.1% | $10.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 203 | $11.5M | $11.4M | 43.4% | $11.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 207 | $15.6M | $11.3M | 62.0% | $11.5M | Not disclosed | Not disclosed | Not disclosed |
- October Three Consulting codes 11 15 50 $94,886 PY2024
- Empower Annuity Insur Co of America codes 64 $5,741 PY2024
- Massmutual US Govt Mny Mkt R5 Sched. D P $187 PY2024
+19 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
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship started2023-12-31source
+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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.