This allocator's name and 1 more adviser

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Corporate pension in Texas

Corporate pension· Addison, Texas

Corporate pension, based in Addison, Texas, reporting $25.3M in assets, for 518 participants.

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

Assets
$25.3M
Funded ratio
93.1%
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 Cbiz Ris.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$25.3M
Total assets, Dec 31, 2024 reported
Funded
93.1%
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)
  • Interest-bearing cash 0.7%
  • U.S. Government securities 0.0%
  • Registered investment companies 98.7%
Consultants and advisers
4 firms

+1 more consultant or adviser 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
4 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
32 readings
Total assets
$25.3M Dec 31, 2024 reported Form 5500
$23.5M (2023-12) · $21.8M (2022-12)
Plan assets
$23.5M Jan 1, 2024 reported Form 5500
$21.8M (2023-01) · $29.5M (2022-01)
Net assets
$25.3M Dec 31, 2024 reported Form 5500
$23.5M (2023-12) · $21.8M (2022-12)
Funded ratio
93.1% Jan 1, 2024 reported Form 5500
90.0% (2023-01) · 108.4% (2022-01)
Funding target
$26.0M Jan 1, 2024 reported Form 5500
$26.7M (2023-01) · $27.2M (2022-01)
Discount rate
5.05% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.34% (2022-01)
Participants
518 Jan 1, 2024 reported Form 5500
526 (2023-01) · 553 (2022-01)
Contributions
$581,244 Dec 31, 2024 reported Form 5500
$878,200 (2023-12) · $0 (2022-12)
Benefits paid
$2.1M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $2.0M (2022-12)
Net investment income
$1.7M Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · -$7.6M (2022-12)
Investment management fees
$46,422 Dec 31, 2023 reported Form 5500
$37,206 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024518$23.5M$26.0M93.1%$25.3MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023526$21.8M$26.7M90.0%$23.5MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022553$29.5M$27.2M108.4%$21.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • UBS Financial Services Inc. codes 27 51 $50,024 PY2024
  • Comerica Bank codes 18 19 21 28 37 38 49 59 60 62 64 72 99 $27,356 PY2024
  • Cbiz codes 11 PY2024

+10 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

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

+1 more change 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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+5 connections on the graph

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