This allocator's name and 2 more advisers

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Corporate pension in Ohio

Corporate pension· Evendale, Ohio

Corporate pension, based in Evendale, Ohio, reporting $9.2M in assets, for 301 participants.

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

Assets
$9.2M
Funded ratio
96.8%
Open searchesAllocation policy
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 Atessa Benefits, Inc.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$9.2M
Total assets, Dec 31, 2024 reported
Funded
96.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
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)
  • Master trust investment accounts 99.3%
Consultants and advisers
5 firms

+2 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
No manager relationship is on the tape for this allocator.
What changed
5 events
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
30 readings
Total assets
$9.2M Dec 31, 2024 reported Form 5500
$9.6M (2023-12) · $9.6M (2022-12)
Plan assets
$9.6M Jan 1, 2024 reported Form 5500
$9.5M (2023-01) · $13.0M (2022-01)
Net assets
$9.1M Dec 31, 2024 reported Form 5500
$9.5M (2023-12) · $9.5M (2022-12)
Funded ratio
96.8% Jan 1, 2024 reported Form 5500
93.2% (2023-01) · 110.3% (2022-01)
Funding target
$10.9M Jan 1, 2024 reported Form 5500
$11.1M (2023-01) · $11.0M (2022-01)
Discount rate
5.07% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.38% (2022-01)
Participants
301 Jan 1, 2024 reported Form 5500
309 (2023-01) · 315 (2022-01)
Contributions
$270,000 Dec 31, 2024 reported Form 5500
$250,000 (2023-12) · $0 (2022-12)
Benefits paid
$626,980 Dec 31, 2024 reported Form 5500
$619,125 (2023-12) · $595,368 (2022-12)
Net investment income
-$404,728 Dec 31, 2024 reported Form 5500
$18,850 (2023-12) · -$3.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024301$9.6M$10.9M96.8%$9.2MNot disclosed$9.1MNot disclosed
2023 to Dec 31, 2023309$9.5M$11.1M93.2%$9.6MNot disclosed$9.3MNot disclosed
2022 to Dec 31, 2022315$13.0M$11.0M110.3%$9.6MNot disclosed$9.6MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Consulting, Inc. codes 11 15 50 $122,535 PY2024
  • Deloitte & Touche LLP codes 10 50 $26,229 PY2024
  • Ivins, Phillips & Barker codes 29 50 $12,054 PY2024

+15 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 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, managers.

Record history

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

+2 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

+6 connections on the graph

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