This allocator's name, 2 more commitments and 5 more dated events

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Corporate pension in Pennsylvania

Corporate pension· Allentown, Pennsylvania

Corporate pension, based in Allentown, Pennsylvania, reporting $12.6M in assets, for 411 participants.

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

Assets
$12.6M
Funded ratio
102.6%
Fund commitments
2
Managers
4
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Commitments (2)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: 31 Dec 2024, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Pennsylvania
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$12.6M
Total assets, Dec 31, 2024 reported
Funded
102.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
4 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)
  • Non-interest-bearing cash 0.4%
  • Registered investment companies 99.6%
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
From Schedule C (investment management, code 28)

+10 more Schedule C managers

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What changed
10 events
  • Dec 31, 2024Holding endedinference
    with Massmutual Mid Cap Growth I$213Kaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Dimensional Fund Advisors, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Delaware Management Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Blackrock Fund Advisorsaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    2 pointsaskebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Fidelity 500 Indexseparate accountFidelity InvestmentsPooled vehicles$686,089 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fidelity 500 Indexseparate accountFidelity InvestmentsPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Massmutual Mid Cap Growth Iseparate accountMass MutualPooled vehicles$212,869 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
31 readings
Total assets
$12.6M Dec 31, 2024 reported Form 5500
$11.7M (2023-12) · $10.7M (2022-12)
Plan assets
$11.7M Jan 1, 2024 reported Form 5500
$10.6M (2023-01) · $13.2M (2022-01)
Net assets
$12.5M Dec 31, 2024 reported Form 5500
$11.7M (2023-12) · $10.6M (2022-12)
Funded ratio
102.6% Jan 1, 2024 reported Form 5500
100.1% (2023-01) · 109.7% (2022-01)
Funding target
$11.7M Jan 1, 2024 reported Form 5500
$11.4M (2023-01) · $10.9M (2022-01)
Discount rate
5.24% Jan 1, 2024 reported Form 5500
5.37% (2023-01) · 5.54% (2022-01)
Participants
411 Jan 1, 2024 reported Form 5500
415 (2023-01) · 426 (2022-01)
Contributions
$90,000 Dec 31, 2024 reported Form 5500
$60,000 (2023-12) · $0 (2022-12)
Benefits paid
$452,797 Dec 31, 2024 reported Form 5500
$416,351 (2023-12) · $407,497 (2022-12)
Net investment income
$852,070 Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · -$2.5M (2022-12)
Investment management fees
$87,464 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024411$11.7M$11.7M102.6%$12.6M$0$0$0
2023 to Dec 31, 2023415$10.6M$11.4M100.1%$11.7M$0$0$0
2022 to Dec 31, 2022426$13.2M$10.9M109.7%$10.7M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+69 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.

Record history

10 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source

+7 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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+17 connections on the graph

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