This allocator's name and 1 more dated event
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Corporate pension in California
Corporate pension, based in SAN Francisco, California, reporting $71,455 in assets, for 234 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $71,455
- Funded ratio
- 95.2%
- Fund commitments
- 1
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- Separate Account II3 commitments
- American United Life Insurance Co.3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 100.0%
- Certis Actuarial Solutions, LLC Actuarythrough Dec 31, 2024 Form 5500
- George Taylor Actuarythrough Dec 31, 2022 Form 5500
- American United Life Insurance Co.3 rows, latest Dec 31, 2024
- Dec 31, 2024Assets changeddown $1.6Maskebsa.dol.gov
- Jan 1, 2024Funded status changed10 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$181Kaskebsa.dol.gov
- Dec 31, 2023Assets changed$181Kaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 27 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Separate Account IIseparate account | American United Life Insurance Co. | Pooled vehicles | $71,455 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Separate Account IIseparate account | American United Life Insurance Co. | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Separate Account IIseparate account | American United Life Insurance Co. | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 234 | $1.6M | $1.6M | 95.2% | $71,455 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 220 | $1.5M | $1.5M | 85.1% | $1.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 256 | $1.9M | $1.4M | 112.4% | $1.5M | Not disclosed | Not disclosed | Not disclosed |
- Separate Account II Sched. D P $71,455 PY2024
- Certis Actuarial Solutions, LLC codes 11 PY2024
- Separate Account II Sched. D P $1.6M PY2023
+3 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
Not yet on record: managers.
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2023-01-01source
+3 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
+3 connections on the graph
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