This allocator's name, 1 more adviser and 7 more dated events

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Corporate pension in Florida

Corporate pension· Boynton Beach, Florida

Corporate pension, based in Boynton Beach, Florida, reporting $167M in assets, for 1,376 participants.

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

Assets
$167M
Funded ratio
91.1%
Managers
1
Open searchesAllocation 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, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$167M
Total assets, Sep 30, 2025 reported
Funded
91.1%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.0%
  • Corporate debt instruments (other) 22.3%
  • Corporate debt instruments (preferred) 22.6%
  • U.S. Government securities 28.0%
  • Other investments 12.7%
  • Registered investment companies 1.1%
  • Common stock 10.6%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 managers on Schedule C
From Schedule C (investment management, code 28)

+9 more Schedule C managers

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What changed
12 events
  • Dec 31, 2024Manager relationship endedinference
    with TCW Lcgaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with MFS Lcvaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with MFS Large Cap Valueaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Martin Currie Globalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Allspringaskebsa.dol.gov

+7 more dated events

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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
33 readings
Total assets
$167M Sep 30, 2025 reported Form 5500
$172M (2024-09) · $156M (2023-09)
Plan assets
$172M Oct 1, 2024 reported Form 5500
$156M (2023-10) · $153M (2022-10)
Net assets
$167M Sep 30, 2025 reported Form 5500
$172M (2024-09) · $156M (2023-09)
Funded ratio
91.1% Oct 1, 2024 reported Form 5500
93.9% (2023-10) · 95.2% (2022-10)
Funding target
$171M Oct 1, 2024 reported Form 5500
$178M (2023-10) · $177M (2022-10)
Discount rate
5.35% Oct 1, 2024 reported Form 5500
5.23% (2023-10) · 5.40% (2022-10)
Participants
1,376 Oct 1, 2024 reported Form 5500
1,405 (2023-10) · 1,434 (2022-10)
Contributions
$243,603 Sep 30, 2025 reported Form 5500
$1.1M (2024-09) · $6.8M (2023-09)
Benefits paid
$11.5M Sep 30, 2025 reported Form 5500
$11.3M (2024-09) · $11.1M (2023-09)
Net investment income
-$4.6M Sep 30, 2025 reported Form 5500
$15.6M (2024-09) · $2.9M (2023-09)
Investment management fees
$241,601 Sep 30, 2025 reported Form 5500
$244,077 (2024-09) · $247,572 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,376$172M$171M91.1%$167MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20241,405$156M$178M93.9%$172MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20231,434$153M$177M95.2%$156MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+33 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 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.

Record history

12 dated events on the change ledger, latest first
  • Funded status changed
    2024-10-01source
  • Consultant changed
    2023-12-31source
  • Manager relationship ended
    2024-12-31source

+9 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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