This allocator's name, 17 more commitments and 1 more dated event

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Corporate pension in Washington

Corporate pension· Spokane, Washington

Corporate pension, based in Spokane, Washington, reporting $76.4M in assets, for 436 participants.

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

Assets
$76.4M
Funded ratio
103.1%
Fund commitments
8
Managers
1
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Commitments (8)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, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Washington
Funds committed to
All 8
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$76.4M
Total assets, Dec 31, 2024 reported
Funded
103.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
8
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 15.0%
  • Insurance company general account 30.1%
  • Common/collective trusts 54.9%
Consultants and advisers
1 firm
  • Mercer Actuarythrough Dec 31, 2022 Form 5500
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
From Schedule C (investment management, code 28)
What changed
6 events
  • Dec 31, 2024Holding endedinference
    with Mercer Non-Us Core Equity Portfolio$4.4Maskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with Mercer US Large Cap Core Passive Eq$4.4Maskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with Mercer Ultra Long Duration Portfoli$890Kaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with Mercer Global Low Volatility Equity$3.0Maskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    down 37 pointsaskebsa.dol.gov

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
20 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer Long Strips Fixed Incomecollective trustMercer Investments LLCFixed income$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Active Long Corporate Fixedcollective trustMercer Investments LLCFixed income$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Passive Long Government Fixecollective trustMercer Investments LLCPooled vehicles$19.3M heldDisclosed holdingaskebsa.dol.gov

+17 more commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding
30 readings
Total assets
$76.4M Dec 31, 2024 reported Form 5500
$80.8M (2023-12) · $78.4M (2022-12)
Plan assets
$80.8M Jan 1, 2024 reported Form 5500
$78.4M (2023-01) · $110M (2022-01)
Net assets
$76.4M Dec 31, 2024 reported Form 5500
$80.8M (2023-12) · $78.4M (2022-12)
Funded ratio
103.1% Jan 1, 2024 reported Form 5500
102.4% (2023-01) · 139.5% (2022-01)
Funding target
$64.6M Jan 1, 2024 reported Form 5500
$63.7M (2023-01) · $63.1M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.41% (2022-01)
Participants
436 Jan 1, 2024 reported Form 5500
447 (2023-01) · 479 (2022-01)
Benefits paid
$3.9M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $5.7M (2022-12)
Net investment income
-$4.4M Dec 31, 2024 reported Form 5500
$2.4M (2023-12) · -$31.3M (2022-12)
Investment management fees
$218,432 Dec 31, 2024 reported Form 5500
$301,372 (2023-12) · $395,545 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024436$80.8M$64.6M103.1%$76.4MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023447$78.4M$63.7M102.4%$80.8MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022479$110M$63.1M139.5%$78.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer Investment LLC codes 51 52 $158,003 PY2024
  • Mercer Long Duration Passive Fixed Sched. D C $19.3M PY2024
  • Mercer Long Strips Fixed Income Sched. D C $4.3M PY2024

+23 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 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source

+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

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+4 connections on the graph

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