This allocator's name

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Corporate pension in North Carolina

Corporate pension· Huntersville, North Carolina

Corporate pension, based in Huntersville, North Carolina, reporting $5.3M in assets, for 102 participants.

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

Assets
$5.3M
Funded ratio
80.2%
Fund commitments
1
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 North Carolina
Funds committed to
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$5.3M
Total assets, Dec 31, 2024 reported
Funded
80.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
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)
  • Insurance company general account 38.5%
  • Pooled separate accounts 58.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024MAP Contract - Separate Account Dseparate accountVoya Life Insurance and Annuity CompanyPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023MAP Contract - Separate Account Dseparate accountVoya Life Insurance and Annuity CompanyPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022MAP Contract - Separate Account Dseparate accountVoya Life Insurance and Annuity CompanyPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$5.3M Dec 31, 2024 reported Form 5500
$4.7M (2023-12) · $4.2M (2022-12)
Plan assets
$4.7M Jan 1, 2024 reported Form 5500
$4.2M (2023-01) · $4.1M (2022-01)
Net assets
$5.3M Dec 31, 2024 reported Form 5500
$4.7M (2023-12) · $4.2M (2022-12)
Funded ratio
80.2% Jan 1, 2024 reported Form 5500
73.7% (2023-01) · 74.1% (2022-01)
Funding target
$5.9M Jan 1, 2024 reported Form 5500
$5.7M (2023-01) · $5.6M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.43% (2022-01)
Participants
102 Jan 1, 2024 reported Form 5500
104 (2023-01) · 107 (2022-01)
Contributions
$600,000 Dec 31, 2024 reported Form 5500
$600,000 (2023-12) · $500,000 (2022-12)
Benefits paid
$214,121 Dec 31, 2024 reported Form 5500
$179,448 (2023-12) · $389,093 (2022-12)
Net investment income
$520,217 Dec 31, 2024 reported Form 5500
$554,795 (2023-12) · $42,720 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024102$4.7M$5.9M80.2%$5.3MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023104$4.2M$5.7M73.7%$4.7MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022107$4.1M$5.6M74.1%$4.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • DCS Retire, Inc. codes 11 $2,399 PY2024
  • Voya Life Insurance & Annuity codes 60 64 66 $900 PY2024
  • MAP Contract D Sched. D P $3.1M PY2024

+9 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

4 dated events on the change ledger, latest first
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2024-01-01source
  • Total assets changed
    2023-12-31source

+1 more change 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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+3 connections on the graph

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