This allocator's name and 2 more dated events

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Corporate pension in Texas

Corporate pension· Austin, Texas

Corporate pension, based in Austin, Texas, for 187 participants.

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

Funded ratio
106.7%
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, Changed investment consultant to Gallagher Fiduciary Advisors.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Texas
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Oct 21, 2024 reported
Funded
106.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Insurance company general account 23.9%
  • Pooled separate accounts 76.1%
Consultants and advisers
3 firms
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
What changed
7 events

+2 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Separate Account aseparate accountStandard Insurance CompanyPooled vehicles$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account aseparate accountStandard Insurance CompanyPooled vehicles$20.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$0 Oct 21, 2024 reported Form 5500
$31.3M (2023-12) · $27.7M (2022-12)
Plan assets
$31.3M Jan 1, 2024 reported Form 5500
$27.7M (2023-01) · $32.1M (2022-01)
Net assets
$0 Oct 21, 2024 reported Form 5500
$31.3M (2023-12) · $27.7M (2022-12)
Funded ratio
106.7% Jan 1, 2024 reported Form 5500
100.0% (2023-01) · 112.7% (2022-01)
Funding target
$13.5M Jan 1, 2024 reported Form 5500
$13.0M (2023-01) · $12.2M (2022-01)
Discount rate
5.26% Jan 1, 2024 reported Form 5500
5.41% (2023-01) · 5.59% (2022-01)
Participants
187 Jan 1, 2024 reported Form 5500
193 (2023-01) · 193 (2022-01)
Contributions
-$18.4M Oct 21, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$14.9M Oct 21, 2024 reported Form 5500
$433,980 (2023-12) · $349,248 (2022-12)
Net investment income
-$31.3M Oct 21, 2024 reported Form 5500
$3.5M (2023-12) · -$4.3M (2022-12)
Investment management fees
$142,964 Oct 21, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 21, 2024187$31.3M$13.5M106.7%$0Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023193$27.7M$13.0M100.0%$31.3MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022193$32.1M$12.2M112.7%$27.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+7 more service providers

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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: assets, managers.

Record history

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

+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

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+4 connections on the graph

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