This allocator's name

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Corporate pension in Florida

Corporate pension· Estero, Florida

Corporate pension, based in Estero, Florida, reporting $1.8M in assets, for 1,364 participants.

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

Assets
$1.8M
Funded ratio
122.5%
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: 31 Dec 2023, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.8M
Total assets, Dec 31, 2023 reported
Funded
122.5%
Jan 1, 2022
Private markets target
no policy read
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Registered investment companies 99.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
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
18 readings
Total assets
$1.8M Dec 31, 2023 reported Form 5500
$309M (2022-12)
Plan assets
$415M Jan 1, 2022 reported Form 5500
Net assets
$1.7M Dec 31, 2023 reported Form 5500
$309M (2022-12)
Funded ratio
122.5% Jan 1, 2022 reported Form 5500
Funding target
$301M Jan 1, 2022 reported Form 5500
Discount rate
5.35% Jan 1, 2022 reported Form 5500
Participants
1,364 Jan 1, 2023 reported Form 5500
1,385 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$4.1M Dec 31, 2023 reported Form 5500
$23.0M (2022-12)
Net investment income
-$307M Dec 31, 2023 reported Form 5500
-$106M (2022-12)
Investment management fees
$2.5M Dec 31, 2023 reported Form 5500
$1.3M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20231,364Not disclosedNot disclosedn/a$1.8MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,385$415M$301M122.5%$309MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Aon codes 14 $477,080 PY2023
  • Carroll Services LLC codes 12 $130,890 PY2023
  • Morison Cogen codes 10 $43,500 PY2023

+11 more service providers

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

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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 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
  • Manager relationship ended
    2023-12-31source
  • Total assets changed
    2023-12-31source

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

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