This allocator's name and 24 more commitments
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 Utah
Corporate pension, based in Delta, Utah, reporting $330M in assets, for 710 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $330M
- Funded ratio
- 105.9%
- Fund commitments
- 9
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jan 2023, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Robeco Bp Lgc Val Eq (is)3 commitments
- Large Cap Value/lsv Asset Mgmt3 commitments
- International Value/lsv3 commitments
- Empower Annuity Insurance Company9 commitments
- Dryden Capital, LLC2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 30.6%
- Corporate debt instruments (preferred) 2.7%
- U.S. Government securities 26.3%
- Insurance company general account 0.7%
- Other investments 0.2%
- Pooled separate accounts 10.6%
- Registered investment companies 27.1%
- Preferred stock 0.0%
- Prudential Insurance Company of Ame Investment adviser (plan)through Dec 31, 2022 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
- Empower Annuity Insurance Company9 rows, latest Dec 31, 2024
- Dryden Capital, LLC2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Companyplan years
- Dryden Capital, LLCplan years
- Pacific Investmt Management Co LLCplan years 2022
- Jan 1, 2023Funded status changeddown 8 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $79.3Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Robeco Bp Lgc Val Eq (is)separate account | Empower Annuity Insurance Company | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Value/lsv Asset Mgmtseparate account | Empower Annuity Insurance Company | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Value/lsvseparate account | Empower Annuity Insurance Company | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov |
+24 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 710 | $260M | $228M | 105.9% | $330M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 722 | $240M | $215M | 104.9% | $315M | Not disclosed | Not disclosed | $0 |
| 2022 to Dec 31, 2022 | 749 | $319M | $183M | 112.9% | $301M | Not disclosed | Not disclosed | $2.2M |
- Pimco codes 28 $607,453 PY2024
- Empower Annuity Insurance Company codes 27 $282,925 PY2024
- Small Cap Growth/timessquare Sched. D P $2.8M PY2024
+33 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
Record history
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
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.