This allocator's name
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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Wisconsin
Corporate pension, based in Milwaukee, Wisconsin, reporting $299 in assets, for 251 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $299
Nothing material in the last 90 days. No dated change on record yet.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Francis LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Associated Trust Co Trusteethrough Dec 31, 2022 Form 5500
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 251 | Not disclosed | Not disclosed | n/a | $299 | Not disclosed | Not disclosed | Not disclosed |
- Milliman, Inc. codes 11 $215,532 PY2022
- Associated Trust Company codes 15 21 $27,410 PY2022
- Cliftonlarsonallen LLP codes 10 $26,644 PY2022
+1 more service provider
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
Not yet on record: funded ratio, fund commitments, managers, allocation policy.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.