This allocator's name

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Corporate pension in Alabama

Corporate pension· Birmingham, Alabama

Corporate pension, based in Birmingham, Alabama, reporting $211M in assets, for 2,144 participants.

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

Assets
$211M
Funded ratio
115.9%
Managers
2
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
$211M
Total assets, Dec 31, 2024 reported
Funded
115.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
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)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 0.9%
  • Corporate debt instruments (other) 15.5%
  • U.S. Government securities 9.6%
  • Partnership/joint venture interests 8.8%
  • Registered investment companies 63.2%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)

+5 more Schedule C managers

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What changed
4 events
  • Dec 31, 2024Manager relationship endedinference
    with Sterling Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Harbert Mezzanine Partners IIIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Metlife Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Wellington Trust Company, Naaskebsa.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
22 readings
Total assets
$211M Dec 31, 2024 reported Form 5500
$223M (2023-12)
Plan assets
$222M Jan 1, 2024 reported Form 5500
$221M (2023-01)
Net assets
$210M Dec 31, 2024 reported Form 5500
$222M (2023-12)
Funded ratio
115.9% Jan 1, 2024 reported Form 5500
117.4% (2023-01)
Funding target
$194M Jan 1, 2024 reported Form 5500
$198M (2023-01)
Discount rate
5.05% Jan 1, 2024 reported Form 5500
5.17% (2023-01)
Participants
2,144 Jan 1, 2024 reported Form 5500
2,238 (2023-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$14.6M Dec 31, 2024 reported Form 5500
$14.7M (2023-12)
Net investment income
-$11.4M Dec 31, 2024 reported Form 5500
$505,533 (2023-12)
Investment management fees
$421,990 Dec 31, 2024 reported Form 5500
$254,354 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,144$222M$194M115.9%$211M$18.6MNot disclosed$0
2023 to Dec 31, 20232,238$221M$198M117.4%$223M$23.6MNot disclosed$8.6M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+24 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
  • Manager relationship ended
    2024-12-31source
  • Manager relationship ended
    2024-12-31source
  • Manager relationship started
    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.

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+10 connections on the graph

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