This allocator's name and 3 more advisers

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Corporate pension in Vermont

Corporate pension· Berlin, Vermont

Corporate pension, based in Berlin, Vermont, for 920 participants.

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

Funded ratio
112.6%
Fund commitments
1
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Commitments (1)Allocation policyConsultants
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 2024, Changed investment consultant to Alirt Insurance Research.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Vermont
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 31, 2024 reported
Funded
112.6%
Jan 1, 2022
Private markets target
no policy read
policy Dec 31, 2023
Commitments
1
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)
  • Corporate debt instruments (other) 55.6%
  • Corporate debt instruments (preferred) 7.1%
  • U.S. Government securities 17.4%
  • Other investments 0.4%
  • Common/collective trusts 7.5%
  • Registered investment companies 11.0%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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

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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
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023NT Collective Govt Short Term Invtcollective trustNorthern Trust Investments, Inc.Cash$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Govt Short Term Invtcollective trustNorthern Trust Investments, Inc.Cash$1.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
23 readings
Total assets
$0 Dec 31, 2024 reported Form 5500
$98.3M (2023-12) · $125M (2022-12)
Plan assets
$145M Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 31, 2024 reported Form 5500
$98.1M (2023-12) · $125M (2022-12)
Funded ratio
112.6% Jan 1, 2022 reported Form 5500
Funding target
$113M Jan 1, 2022 reported Form 5500
Discount rate
5.38% Jan 1, 2022 reported Form 5500
Participants
920 Jan 1, 2024 reported Form 5500
1,429 (2023-01) · 960 (2022-01)
Contributions
$140,000 Dec 31, 2022 reported Form 5500
Benefits paid
$95.7M Dec 31, 2024 reported Form 5500
$34.9M (2023-12) · $6.4M (2022-12)
Net investment income
-$98.1M Dec 31, 2024 reported Form 5500
-$26.7M (2023-12) · -$33.2M (2022-12)
Investment management fees
$399,375 Dec 31, 2024 reported Form 5500
$308,856 (2023-12) · $193,587 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024920Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,429Not disclosedNot disclosedn/a$98.3MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022960$145M$113M112.6%$125MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+17 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 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.

Not yet on record: assets, managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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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
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2024-12-31source
  • Consultant changed
    2024-12-31source

+2 more changes on this record's ledger

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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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+7 connections on the graph

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