This allocator's name and 2 more commitments

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Corporate pension in Kansas

Corporate pension· Overland Park, Kansas

Corporate pension, based in Overland Park, Kansas, for 230 participants.

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

Funded ratio
100.3%
Fund commitments
5
Managers
2
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Commitments (5)Allocation policyManagers
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: 7 Jan 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Kansas
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Jan 7, 2025 reported
Funded
100.3%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2024
Commitments
5
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Mar 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 18.8%
  • Registered investment companies 81.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2023Prudential Total Return Bondsaseparate accountPrudentialPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023International Bond Plus/pimcoseparate accountPrudential Retirement Insurance and Annuity Co.Fixed income$893,994 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023PRU Enhanced Tips Index Fundseparate accountPgim, Inc.Fixed income$2.2M heldDisclosed holdingaskebsa.dol.gov

+2 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$0 Jan 7, 2025 reported Form 5500
$24.2M (2024-03) · $23.6M (2023-03)
Plan assets
$24.0M Apr 1, 2024 reported Form 5500
$23.6M (2023-04) · $25.5M (2022-04)
Net assets
$0 Jan 7, 2025 reported Form 5500
$24.2M (2024-03) · $23.6M (2023-03)
Funded ratio
100.3% Apr 1, 2024 reported Form 5500
100.1% (2023-04) · 110.7% (2022-04)
Funding target
$23.9M Apr 1, 2024 reported Form 5500
$23.6M (2023-04) · $23.0M (2022-04)
Discount rate
5.25% Apr 1, 2024 reported Form 5500
5.30% (2023-04) · 5.47% (2022-04)
Participants
230 Apr 1, 2024 reported Form 5500
231 (2023-04) · 234 (2022-04)
Contributions
$0 Jan 7, 2025 reported Form 5500
$0 (2024-03) · $0 (2023-03)
Benefits paid
$24.3M Jan 7, 2025 reported Form 5500
$1.3M (2024-03) · $1.2M (2023-03)
Net investment income
-$23.3M Jan 7, 2025 reported Form 5500
$621,606 (2024-03) · -$1.9M (2023-03)
Investment management fees
$23,570 Jan 7, 2025 reported Form 5500
$21,488 (2024-03) · $27,500 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 7, 2025230$24.0M$23.9M100.3%$0Not disclosedNot disclosedNot disclosed
2023 to Mar 31, 2024231$23.6M$23.6M100.1%$24.2MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 2023234$25.5M$23.0M110.7%$23.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+17 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: assets.

Capital chain

This record sits on 6 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrowerConsultant to allocator to manager

DFX traced 6 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-04-01source
  • Consultant changed
    2023-12-31source
  • 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

+7 connections on the graph

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