DFX Intelligence

This allocator's name, 2 more managers and 11 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Florida

Corporate pension· Deerfield Beach, Florida

Corporate pension, based in Deerfield Beach, Florida, reporting $828M in assets, for 7,732 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $828M
Funded ratio: 134.7%
Fund commitments: 5
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (5)Allocation policy Managers

As of 2024-12-31 · 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, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Florida

Funds committed to

Acadian Emrg Mkts Sm Cap Eq Fd3 commitments
Comm Pension Tr Fd (strat Prop)3 commitments
Wtc-Cif II International Quality Gr3 commitments

All 5

Managers

Acadian Asset Management3 commitments
JP Morgan Chase3 commitments
Wellington Trust Company, Na3 commitments

All 5

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$828M

Total assets, Dec 31, 2024 reported

Funded

134.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 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)

Corporate debt instruments (other) 2.7%
U.S. Government securities 4.8%
Other investments 4.2%
Partnership/joint venture interests 29.1%
Common/collective trusts 12.0%
Registered investment companies 34.2%
Common stock 9.1%
Preferred stock 0.0%

Consultants and advisers

3 firms

NEW England Pension Consulants Investment adviser (plan)through Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
Mercer Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Acadian Asset Management3 rows, latest Dec 31, 2024
JP Morgan Chase3 rows, latest Dec 31, 2024
Wellington Trust Company, Na3 rows, latest Dec 31, 2024

+2 more managers received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Arrowstreet Capital, LPplan years
JP Morgan Chaseplan years
Sands Capital Management, LLCplan years 2022

+4 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

5 events

Dec 31, 2024Assets changed
$88.7Maskebsa.dol.gov
Jan 1, 2024Assets changed
$85.8Maskebsa.dol.gov
Dec 31, 2023Holding started
with Arrowstreet Emerging Market Tr Fund$18.5Maskebsa.dol.gov
Dec 31, 2023Assets changed
$85.6Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 3 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

14 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Acadian Emrg Mkts Sm Cap Eq Fd103 12 ie	Acadian Asset Management	Pooled vehicles	$30.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Comm Pension Tr Fd (strat Prop)collective trust	JP Morgan Chase	Pooled vehicles	$12.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Arrowstreet Emerging Market Tr Fundcollective trust	Arrowstreet Capital, LP	Public equity	$20.8M held	Disclosed holding	askebsa.dol.gov

+11 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$828M Dec 31, 2024 reported Form 5500

$739M (2023-12) · $653M (2022-12)

Plan assets

$736M Jan 1, 2024 reported Form 5500

$650M (2023-01) · $690M (2022-01)

Net assets

$825M Dec 31, 2024 reported Form 5500

$737M (2023-12) · $651M (2022-12)

Funded ratio

134.7% Jan 1, 2024 reported Form 5500

136.1% (2023-01) · 139.2% (2022-01)

Funding target

$553M Jan 1, 2024 reported Form 5500

$519M (2023-01) · $470M (2022-01)

Discount rate

5.29% Jan 1, 2024 reported Form 5500

5.39% (2023-01) · 5.57% (2022-01)

Participants

7,732 Jan 1, 2024 reported Form 5500

7,503 (2023-01) · 7,291 (2022-01)

Contributions

$30.0M Dec 31, 2024 reported Form 5500

$30.0M (2023-12) · $33.7M (2022-12)

Benefits paid

$21.8M Dec 31, 2024 reported Form 5500

$16.6M (2023-12) · $15.2M (2022-12)

Net investment income

$88.6M Dec 31, 2024 reported Form 5500

$85.3M (2023-12) · -$45.6M (2022-12)

Investment management fees

$930,389 Dec 31, 2024 reported Form 5500

$1.0M (2023-12) · $792,117 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	7,732	$736M	$553M	134.7%	$828M	$240M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	7,503	$650M	$519M	136.1%	$739M	$218M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	7,291	$690M	$470M	139.2%	$653M	$180M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Acadian Asset Mgmt LLC codes 28 51 $282,797 PY2024
Boston Trust Walden Company codes 28 51 $182,202 PY2024
Sands Capital Management, LLC codes 28 51 $152,003 PY2024

+36 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Capital chain

This record sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Funded status changed
2023-01-01source
Total assets changed
2024-01-01source

+2 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+11 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.