This allocator's name, 3 more commitments and 3 more dated events

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Corporate pension in Colorado

Corporate pension· Commerce City, Colorado

Corporate pension, based in Commerce City, Colorado, reporting $93.7M in assets, for 719 participants.

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

Assets
$93.7M
Funded ratio
106.6%
Fund commitments
3
Managers
2
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Commitments (3)Allocation policyManagers
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, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Colorado
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$93.7M
Total assets, Dec 31, 2024 reported
Funded
106.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
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)
  • Partnership/joint venture interests 13.2%
  • Common/collective trusts 54.0%
  • Registered investment companies 31.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
8 events
  • Dec 31, 2024Manager relationship started
    with MFS Heritage Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Wells Fargoaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with IIF Erisa LLPaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    down 11 pointsaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    with MFS International Growth Fund$29.2Maskebsa.dol.gov

+3 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024MFS Collective Investment Trustcollective trustMFS Heritage Trust CompanyPooled vehicles$39.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Strategic Property Fundcollective trustJP Morgan Chase BankReal estate$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023MFS Collective Investment Trustcollective trustMFS Heritage Trust CompanyPooled vehicles$35.8M heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
32 readings
Total assets
$93.7M Dec 31, 2024 reported Form 5500
$95.0M (2023-12) · $95.9M (2022-12)
Plan assets
$94.8M Jan 1, 2024 reported Form 5500
$95.5M (2023-01) · $117M (2022-01)
Net assets
$93.6M Dec 31, 2024 reported Form 5500
$94.9M (2023-12) · $95.7M (2022-12)
Funded ratio
106.6% Jan 1, 2024 reported Form 5500
117.9% (2023-01) · 140.8% (2022-01)
Funding target
$88.9M Jan 1, 2024 reported Form 5500
$81.0M (2023-01) · $82.9M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.41% (2022-01)
Participants
719 Jan 1, 2024 reported Form 5500
733 (2023-01) · 717 (2022-01)
Contributions
$1.8M Dec 31, 2024 reported Form 5500
$7.7M (2023-12) · $12.1M (2022-12)
Benefits paid
$4.8M Dec 31, 2024 reported Form 5500
$6.8M (2023-12) · $20.1M (2022-12)
Net investment income
-$1.2M Dec 31, 2024 reported Form 5500
-$855,702 (2023-12) · -$20.8M (2022-12)
Investment management fees
$360,252 Dec 31, 2024 reported Form 5500
$389,231 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024719$94.8M$88.9M106.6%$93.7M$12.3MNot disclosedNot disclosed
2023 to Dec 31, 2023733$95.5M$81.0M117.9%$95.0M$12.3MNot disclosedNot disclosed
2022 to Dec 31, 2022717$117M$82.9M140.8%$95.9M$11.9MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+23 more service providers

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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

8 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source
  • Funded status changed
    2023-01-01source

+5 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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