This allocator's name

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Corporate pension in Pennsylvania

Corporate pension· Scranton, Pennsylvania

Corporate pension, based in Scranton, Pennsylvania, reporting $14.7M in assets, for 291 participants.

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

Assets
$14.7M
Funded ratio
80.0%
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, Changed investment consultant to Conrad Siegel.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$14.7M
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
1 manager on Schedule C
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 11.3%
  • U.S. Government securities 10.7%
  • Registered investment companies 75.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
4 events
  • Dec 31, 2024Consultant changedinference
    with Conrad Siegelaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Agincourtaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Conrad Siegelaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with The Concord Advisory Group, Ltd.askebsa.dol.gov
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
$14.7M Jun 30, 2025 reported Form 5500
$13.8M (2024-06) · $12.9M (2023-06)
Plan assets
$13.8M Jul 1, 2024 reported Form 5500
$12.9M (2023-07) · $12.9M (2022-07)
Net assets
$14.7M Jun 30, 2025 reported Form 5500
$13.8M (2024-06) · $12.9M (2023-06)
Funded ratio
80.0% Jul 1, 2024 reported Form 5500
80.0% (2023-07) · 81.2% (2022-07)
Funding target
$12.6M Jul 1, 2024 reported Form 5500
$13.1M (2023-07) · $13.2M (2022-07)
Discount rate
5.30% Jul 1, 2024 reported Form 5500
5.32% (2023-07) · 5.50% (2022-07)
Participants
291 Jul 1, 2024 reported Form 5500
297 (2023-07) · 301 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$0 (2024-06) · $0 (2023-06)
Benefits paid
$715,686 Jun 30, 2025 reported Form 5500
$723,095 (2024-06) · $968,382 (2023-06)
Net investment income
$881,514 Jun 30, 2025 reported Form 5500
$940,359 (2024-06) · -$17,354 (2023-06)
Investment management fees
$7,899 Jun 30, 2025 reported Form 5500
$10,686 (2024-06) · $14,817 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025291$13.8M$12.6M80.0%$14.7MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024297$12.9M$13.1M80.0%$13.8MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023301$12.9M$13.2M81.2%$12.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+14 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

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

every published relationship on the graph

+8 connections on the graph

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