This allocator's name and 12 more commitments

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Corporate pension in Connecticut

Corporate pension· Danbury, Connecticut

Corporate pension, based in Danbury, Connecticut, reporting $531M in assets, for 4,941 participants.

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

Assets
$531M
Funded ratio
99.6%
Fund commitments
5
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Commitments (5)Allocation policy
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, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Connecticut
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$531M
Total assets, Dec 31, 2024 reported
Funded
99.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 76.4%
  • Registered investment companies 23.6%
Consultants and advisers
1 firm
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)

+1 more Schedule C manager

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

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What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
15 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Russell 1000 Indexcollective trustNorthern Trust Investments, Inc.Pooled vehicles$72.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Collective Russell 2000 Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$254M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$43.3M heldDisclosed holdingaskebsa.dol.gov

+12 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
$531M Dec 31, 2024 reported Form 5500
$480M (2023-12) · $414M (2022-12)
Plan assets
$480M Jan 1, 2024 reported Form 5500
$414M (2023-01) · $519M (2022-01)
Net assets
$530M Dec 31, 2024 reported Form 5500
$479M (2023-12) · $414M (2022-12)
Funded ratio
99.6% Jan 1, 2024 reported Form 5500
98.2% (2023-01) · 111.8% (2022-01)
Funding target
$389M Jan 1, 2024 reported Form 5500
$367M (2023-01) · $319M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.02% (2023-01) · 5.58% (2022-01)
Participants
4,941 Jan 1, 2024 reported Form 5500
4,952 (2023-01) · 4,969 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2022-12)
Benefits paid
$10.9M Dec 31, 2024 reported Form 5500
$8.9M (2023-12) · $10.5M (2022-12)
Net investment income
$50.8M Dec 31, 2024 reported Form 5500
$65.6M (2023-12) · -$105M (2022-12)
Investment management fees
$452,680 Dec 31, 2024 reported Form 5500
$629,566 (2023-12) · $240,840 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,941$480M$389M99.6%$531MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20234,952$414M$367M98.2%$480MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20224,969$519M$319M111.8%$414MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+32 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: managers.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source
  • Total assets changed
    2024-01-01source

+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

every published relationship on the graph

+6 connections on the graph

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