DFX Intelligence

This allocator's name, 2 more managers, 13 more commitments and 2 more dated events

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Corporate pension in Wisconsin

Corporate pension· Middleton, Wisconsin

Corporate pension, based in Middleton, Wisconsin, reporting $50.2M in assets, for 1,291 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

Assets: $50.2M
Funded ratio: 96.2%
Fund commitments: 7
Managers: 5

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

Commitments (7)Allocation policy Managers

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, Manager relationship started.

Capital path

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

Corporate pension in Wisconsin

Funds committed to

Prudential Long Duration Government3 commitments
Mid Growth / Westfield Capital3 commitments
Small Cap Value/victory Fund3 commitments

All 7

Managers

Empower Annuity Insurance Company4 commitments
Prudential Trust Co.3 commitments
Prudential2 commitments

All 5

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

Corporate pension

Assets

$50.2M

Total assets, Dec 31, 2024 reported

Funded

96.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

5 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 13.1%
Pooled separate accounts 10.4%
Registered investment companies 76.5%

Consultants and advisers

2 firms

UBS Financial Services Inc. Investment adviser (plan)through 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

5 managers on the commitment tape

From the plan’s own commitment disclosures

Empower Annuity Insurance Company4 rows, latest Dec 31, 2024
Prudential Trust Co.3 rows, latest Dec 31, 2024
Prudential2 rows, latest Dec 31, 2023

+2 more managers received commitments

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

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From Schedule C (investment management, code 28)

Empower Annuity Insurance Companyplan years
Prudentialplan years
T Rowe Priceplan years

+2 more Schedule C managers

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

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

What changed

7 events

Dec 31, 2024Manager relationship started
with Prudential Trust Co.askebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Prudential Retirement & Annuity Ins$3.9Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Prudential Retirement & Annuity Ins$4.8Maskebsa.dol.gov
Dec 31, 2023Holding started
with Prudential Retirement & Annuity Ins$3.9Maskebsa.dol.gov

+2 more dated events

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

Commitments

16 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prudential Long Duration Governmentcollective trust	Prudential Trust Co.	Fixed income	$6.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mid Growth / Westfield Capitalseparate account	Empower Annuity Insurance Company	Pooled vehicles	$891,949 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Small Cap Value/victory Fundseparate account	Empower Annuity Insurance Company	Public equity	$770,754 held	Disclosed holding	askebsa.dol.gov

+13 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

32 readings

Total assets

$50.2M Dec 31, 2024 reported Form 5500

$52.4M (2023-12) · $51.3M (2022-12)

Plan assets

$52.4M Jan 1, 2024 reported Form 5500

$51.3M (2023-01) · $70.0M (2022-01)

Net assets

$50.2M Dec 31, 2024 reported Form 5500

$52.4M (2023-12) · $51.3M (2022-12)

Funded ratio

96.2% Jan 1, 2024 reported Form 5500

92.9% (2023-01) · 110.8% (2022-01)

Funding target

$53.3M Jan 1, 2024 reported Form 5500

$54.9M (2023-01) · $54.9M (2022-01)

Discount rate

5.06% Jan 1, 2024 reported Form 5500

5.20% (2023-01) · 5.37% (2022-01)

Participants

1,291 Jan 1, 2024 reported Form 5500

1,334 (2023-01) · 1,382 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$4.3M Dec 31, 2024 reported Form 5500

$3.8M (2023-12) · $3.7M (2022-12)

Net investment income

-$2.1M Dec 31, 2024 reported Form 5500

$1.1M (2023-12) · -$18.7M (2022-12)

Investment management fees

$212,252 Dec 31, 2024 reported Form 5500

$55,761 (2023-12)

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	1,291	$52.4M	$53.3M	96.2%	$50.2M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,334	$51.3M	$54.9M	92.9%	$52.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,382	$70.0M	$54.9M	110.8%	$51.3M	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 15 $216,587 PY2024
UBS Financial codes 27 $47,740 PY2024
Prudential Trust Co codes 28 $6,045 PY2024

+26 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.

Record history

7 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source

+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

every published relationship on the graph

+8 connections on the graph

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