This allocator's name

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Corporate pension

Corporate pension

Corporate pension, reporting $140M in assets, for 2,206 participants.

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

Assets
$140M
Funded ratio
96.4%
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, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$140M
Total assets, Dec 31, 2024 reported
Funded
96.4%
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)
  • Master trust investment accounts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
3 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
33 readings
Total assets
$140M Dec 31, 2024 reported Form 5500
$149M (2023-12) · $153M (2022-12)
Plan assets
$149M Jan 1, 2024 reported Form 5500
$152M (2023-01) · $301M (2022-01)
Net assets
$140M Dec 31, 2024 reported Form 5500
$149M (2023-12) · $152M (2022-12)
Funded ratio
96.4% Jan 1, 2024 reported Form 5500
96.5% (2023-01) · 110.1% (2022-01)
Funding target
$131M Jan 1, 2024 reported Form 5500
$134M (2023-01) · $211M (2022-01)
Discount rate
5.17% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.40% (2022-01)
Participants
2,206 Jan 1, 2024 reported Form 5500
2,287 (2023-01) · 4,002 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$11.1M Dec 31, 2024 reported Form 5500
$11.6M (2023-12) · $97.8M (2022-12)
Net investment income
-$9.8M Dec 31, 2024 reported Form 5500
-$3.1M (2023-12) · -$149M (2022-12)
Investment management fees
$147,576 Dec 31, 2024 reported Form 5500
$166,153 (2023-12) · $409,431 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,206$149M$131M96.4%$140MNot disclosed$140MNot disclosed
2023 to Dec 31, 20232,287$152M$134M96.5%$149MNot disclosed$149MNot disclosed
2022 to Dec 31, 20224,002$301M$211M110.1%$153MNot disclosed$153MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Alight Solutions LLC codes 15 $194,139 PY2024
  • Mercer codes 11 $111,506 PY2024
  • Tweedy Brown Co. codes 28 $109,835 PY2024

+29 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

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

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

+7 connections on the graph

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