DFX Intelligence

This allocator's name, 4 more advisers and 2 more dated events

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 Arizona

Corporate pension· Phoenix, Arizona

Corporate pension, based in Phoenix, Arizona, reporting $2.8M in assets, for 5,111 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $2.8M
Funded ratio: 86.8%
Managers: 1

Open searches Allocation policy Managers

As of 2024-12-31 · 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 ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$2.8M

Total assets, Dec 31, 2024 reported

Funded

86.8%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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 97.1%
Non-interest-bearing cash 0.8%

Consultants and advisers

7 firms

AON Investments USA Inc Pension consultantthrough Dec 31, 2023 Form 5500
AON Hewitt Investment Consulting, I Pension consultantthrough Dec 31, 2022 Form 5500
Capfinancial Partners, LLC General consultantthrough Dec 31, 2022 Form 5500

+4 more consultants and advisers 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

2 managers on Schedule C

From Schedule C (investment management, code 28)

AON Investments USA Incplan years 2024
Nisa Investment Advisors, LLCplan years 2023

What changed

7 events

Dec 31, 2024Manager relationship endedinference
with Nisa Investment Advisors, LLCaskebsa.dol.gov
Dec 31, 2024Assets changed
down $168Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with AON Investments USA Incaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with AON Hewitt Investment Consulting, Iaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Nisa Investment Advisors, LLCaskebsa.dol.gov

+2 more dated events

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

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

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

28 readings

Total assets

$2.8M Dec 31, 2024 reported Form 5500

$171M (2023-12) · $179M (2022-12)

Plan assets

$179M Jan 1, 2023 reported Form 5500

$222M (2022-01)

Net assets

$2.5M Dec 31, 2024 reported Form 5500

$171M (2023-12) · $178M (2022-12)

Funded ratio

86.8% Jan 1, 2023 reported Form 5500

109.7% (2022-01)

Funding target

$173M Jan 1, 2023 reported Form 5500

$173M (2022-01)

Discount rate

5.14% Jan 1, 2023 reported Form 5500

5.30% (2022-01)

Participants

5,111 Jan 1, 2024 reported Form 5500

5,438 (2023-01) · 5,675 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$10,884 (2023-12) · $0 (2022-12)

Benefits paid

$157M Dec 31, 2024 reported Form 5500

$16.9M (2023-12) · $15.9M (2022-12)

Net investment income

-$169M Dec 31, 2024 reported Form 5500

-$7.2M (2023-12) · -$43.4M (2022-12)

Investment management fees

$66,306 Dec 31, 2024 reported Form 5500

$140,188 (2023-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	5,111	Not disclosed	Not disclosed	n/a	$2.8M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	5,438	$179M	$173M	86.8%	$171M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	5,675	$222M	$173M	109.7%	$179M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

AON Consulting, Inc. codes 11 50 $867,098 PY2024
AON Investments USA Inc codes 14 28 50 $482,531 PY2024
Capfinancial Partners LLC codes 16 50 $66,306 PY2024

+23 more service providers

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

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

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 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: fund commitments.

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship started
2023-12-31source
Manager relationship started
2023-12-31source

+4 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

+10 connections on the graph

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