This allocator's name, 1 more adviser and 1 more commitment

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 Texas

Corporate pension· Lubbock, Texas

Corporate pension, based in Lubbock, Texas, reporting $10.3M in assets, for 166 participants.

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

Assets
$10.3M
Funded ratio
82.0%
Fund commitments
4
Managers
2
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Commitments (4)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: 30 Apr 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Texas
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$10.3M
Total assets, Apr 30, 2025 reported
Funded
82.0%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
4
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Common/collective trusts 47.9%
  • Registered investment companies 47.1%
Consultants and advisers
4 firms

+1 more consultant or adviser 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
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025CIF II US Invgrade Corp Long Bondcollective trustWellington Trust Company, NaFixed income$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Cohen & Steers Global Realty Fd Clcollective trustCohen & SteersReal estate$457,650 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Wtc-Cif II US Long Stripscollective trustWellington Trust Company, NaPooled vehicles$995,074 heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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

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Size and funding
31 readings
Total assets
$10.3M Apr 30, 2025 reported Form 5500
$21.7M (2024-04) · $21.2M (2023-04)
Plan assets
$21.7M May 1, 2024 reported Form 5500
$21.2M (2023-05) · $21.9M (2022-05)
Net assets
$10.3M Apr 30, 2025 reported Form 5500
$21.7M (2024-04) · $21.2M (2023-04)
Funded ratio
82.0% May 1, 2024 reported Form 5500
90.8% (2023-05) · 95.3% (2022-05)
Funding target
$22.4M May 1, 2024 reported Form 5500
$21.9M (2023-05) · $21.0M (2022-05)
Discount rate
5.18% May 1, 2024 reported Form 5500
5.24% (2023-05) · 5.41% (2022-05)
Participants
166 May 1, 2024 reported Form 5500
170 (2023-05) · 178 (2022-05)
Contributions
$1.1M Apr 30, 2025 reported Form 5500
$1.4M (2024-04) · $1.2M (2023-04)
Benefits paid
$13.5M Apr 30, 2025 reported Form 5500
$1.7M (2024-04) · $1.5M (2023-04)
Net investment income
-$11.4M Apr 30, 2025 reported Form 5500
$516,517 (2024-04) · -$656,562 (2023-04)
Investment management fees
$13,333 Apr 30, 2025 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025166$21.7M$22.4M82.0%$10.3MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024170$21.2M$21.9M90.8%$21.7MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023178$21.9M$21.0M95.3%$21.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+8 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.
Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-05-01source
  • Funded status changed
    2024-05-01source
  • Consultant changed
    2024-12-31source

+1 more change 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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