This allocator's name, 1 more manager, 6 more commitments and 1 more dated event
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 Florida
Corporate pension, based in Orlando, Florida, reporting $39.2M in assets, for 366 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $39.2M
- Funded ratio
- 90.0%
- Fund commitments
- 3
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Fidelity 500 Index3 commitments
- Massmutual Mid Cap Growth I3 commitments
- Janus Henderson Triton N3 commitments
- Lord Abbett2 commitments
- Blackrock Investments, LLC2 commitments
- Janus Henderson2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Registered investment companies 99.5%
- Fiduciaryfirst LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Lord Abbett2 rows, latest Dec 31, 2024
- Blackrock Investments, LLC2 rows, latest Dec 31, 2024
- Janus Henderson2 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Lord Abbettplan years
- Blackrock Investments, LLCplan years
- Janus Hendersonplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Assets changed$3.7Maskebsa.dol.gov
- Jan 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$4.5Maskebsa.dol.gov
- Dec 31, 2023Assets changed$4.5Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 16 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fidelity 500 Indexseparate account | Lord Abbett | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Blackrock Investments, LLC | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Janus Henderson Triton Nseparate account | Janus Henderson | Pooled vehicles | $1.2M 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.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 366 | $35.5M | $40.6M | 90.0% | $39.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 367 | $31.0M | $37.9M | 87.4% | $35.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 369 | $38.8M | $34.2M | 103.4% | $31.0M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 64 $200,049 PY2024
- Fiduciaryfirst LLC codes 27 $104,972 PY2024
- Fidelity 500 Index Sched. D P $9.7M PY2024
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2023-01-01source
+3 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
every published relationship on the graph
+7 connections on the graph
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