DFX Intelligence

This allocator's name, 11 more commitments and 1 more dated event

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 Idaho

Corporate pension· Boise, Idaho

Corporate pension, based in Boise, Idaho, for 418 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 91.6%
Fund commitments: 8
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (8)Allocation policy Consultants

As of 2024-12-31 · 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 Wealthspire Retirement Advisory.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Idaho

Funds committed to

Small Cap Value/silvercrest2 commitments
International Blend/wellington2 commitments
this allocator2 commitments

All 8

Managers

Empower Annuity Insurance Company3 commitments
Nuveen, LLC2 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

not established

Total assets, Dec 31, 2024 reported

Funded

91.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2023

Commitments

1 manager on Schedule C

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 6.8%
Common/collective trusts 27.1%
Pooled separate accounts 41.1%
Registered investment companies 25.0%

Consultants and advisers

3 firms

Wealthspire Retirement Advisory Investment adviser (plan)through Dec 31, 2024 Form 5500
Prudential Retirement & Annuity Ins Actuarythrough Dec 31, 2022 Form 5500
Empower Actuarythrough Dec 31, 2022 Form 5500

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

Empower Annuity Insurance Company3 rows, latest Dec 31, 2023
Nuveen, LLC2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Empower Annuity Insurance Companyplan years
Nuveen Asset Managementplan years 2022

What changed

6 events

Dec 31, 2024Consultant changedinference
with Wealthspire Retirement Advisoryaskebsa.dol.gov
Dec 31, 2024Assets changed
down $68.0Maskebsa.dol.gov
Dec 31, 2023Holding started
with Prudential Retirement & Annuity Ins$17.0Maskebsa.dol.gov
Dec 31, 2023Holding started
with Mid Cap Gro II Class I1$1.7Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 9 pointsaskebsa.dol.gov

+1 more dated event

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

14 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	PRU Long Corporate Bondseparate account	Empower Annuity Insurance Company	Fixed income	$17.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Small Cap Value/silvercrestseparate account	Empower Annuity Insurance Company	Public equity	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	International Blend/wellingtonseparate account	Empower Annuity Insurance Company	Pooled vehicles	$8.8M held	Disclosed holding	askebsa.dol.gov

+11 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.

Size and funding

33 readings

Total assets

$0 Dec 31, 2024 reported Form 5500

$68.0M (2023-12) · $65.4M (2022-12)

Plan assets

$68.0M Jan 1, 2024 reported Form 5500

$65.4M (2023-01) · $84.5M (2022-01)

Net assets

$0 Dec 31, 2024 reported Form 5500

$68.0M (2023-12) · $65.4M (2022-12)

Funded ratio

91.6% Jan 1, 2024 reported Form 5500

90.4% (2023-01) · 99.0% (2022-01)

Funding target

$76.8M Jan 1, 2024 reported Form 5500

$77.7M (2023-01) · $77.2M (2022-01)

Discount rate

5.09% Jan 1, 2024 reported Form 5500

5.21% (2023-01) · 5.39% (2022-01)

Participants

418 Jan 1, 2024 reported Form 5500

427 (2023-01) · 428 (2022-01)

Contributions

$10.8M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$79.8M Dec 31, 2024 reported Form 5500

$5.5M (2023-12) · $5.2M (2022-12)

Net investment income

-$68.0M Dec 31, 2024 reported Form 5500

$2.6M (2023-12) · -$19.1M (2022-12)

Investment management fees

$67,612 Dec 31, 2024 reported Form 5500

$30,847 (2023-12) · $84,671 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	418	$68.0M	$76.8M	91.6%	$0	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	427	$65.4M	$77.7M	90.4%	$68.0M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	428	$84.5M	$77.2M	99.0%	$65.4M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Empower Annuity Insurance Company codes 11 12 13 14 15 17 25 27 28 38 50 51 63 64 68 $301,282 PY2024
NFP Retirement Inc codes 27 $25,781 PY2024
Nuveen Asset Management codes 28 $10,462 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

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 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

6 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Funded status changed
2023-01-01source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.