This allocator's name, 8 more advisers and 5 more dated events

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Corporate pension in North Carolina

Corporate pension· Cary, North Carolina

Corporate pension, based in Cary, North Carolina, for 8,021 participants.

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

Funded ratio
94.2%
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 2023, Changed investment consultant to Wellington Trust Company.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
94.2%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
11 firms

+8 more consultants and advisers 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
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
10 events
  • Dec 31, 2023Consultant changedinference
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Insight North America LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Marathon Asset Management, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Invesco Emerging Mkts Equity Fundaskebsa.dol.gov

+5 more dated events

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

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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
22 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$494M (2022-12)
Plan assets
$494M Jan 1, 2023 reported Form 5500
$623M (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$494M (2022-12)
Funded ratio
94.2% Jan 1, 2023 reported Form 5500
108.0% (2022-01)
Funding target
$525M Jan 1, 2023 reported Form 5500
$519M (2022-01)
Discount rate
5.20% Jan 1, 2023 reported Form 5500
5.37% (2022-01)
Participants
8,021 Jan 1, 2023 reported Form 5500
8,178 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$31.4M Dec 31, 2023 reported Form 5500
$35.7M (2022-12)
Net investment income
$16.2M Dec 31, 2023 reported Form 5500
-$128M (2022-12)
Investment management fees
$1.2M Dec 31, 2023 reported Form 5500
$1.2M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20238,021$494M$525M94.2%$0Not disclosed$0Not disclosed
2022 to Dec 31, 20228,178$623M$519M108.0%$494MNot disclosed$494MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+31 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: assets, fund commitments, managers.

Record history

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

+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

every published relationship on the graph

+14 connections on the graph

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