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Corporate pension in Wisconsin

Corporate pension· West Allis, Wisconsin

Corporate pension, based in West Allis, Wisconsin, reporting $11.4M in assets, for 190 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: $11.4M
Funded ratio: 114.1%

Open searches Allocation policy

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, Manager relationship ended.

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

Corporate pension

Assets

$11.4M

Total assets, Dec 31, 2024 reported

Funded

114.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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)

Registered investment companies 100.0%

Consultants and advisers

3 firms

Midwest Institutional Trust Company Custodianthrough Dec 31, 2024 Form 5500
BMO Harris Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

No manager relationship is on the tape for this allocator.

What changed

4 events

Dec 31, 2024Manager relationship endedinference
with BMO Harris Bank, N.A.askebsa.dol.gov
Dec 31, 2024Manager relationship started
with Midwest Institutional Trust Companyaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 9 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $3.1Maskebsa.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

31 readings

Total assets

$11.4M Dec 31, 2024 reported Form 5500

$11.6M (2023-12) · $10.8M (2022-12)

Plan assets

$11.6M Jan 1, 2024 reported Form 5500

$10.8M (2023-01) · $13.9M (2022-01)

Net assets

$11.4M Dec 31, 2024 reported Form 5500

$11.6M (2023-12) · $10.8M (2022-12)

Funded ratio

114.1% Jan 1, 2024 reported Form 5500

114.3% (2023-01) · 123.3% (2022-01)

Funding target

$10.4M Jan 1, 2024 reported Form 5500

$10.4M (2023-01) · $10.6M (2022-01)

Discount rate

5.10% Jan 1, 2024 reported Form 5500

5.22% (2023-01) · 5.39% (2022-01)

Participants

190 Jan 1, 2024 reported Form 5500

196 (2023-01) · 196 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$778,114 Dec 31, 2024 reported Form 5500

$777,039 (2023-12) · $785,753 (2022-12)

Net investment income

-$194,440 Dec 31, 2024 reported Form 5500

$805,671 (2023-12) · -$3.1M (2022-12)

Investment management fees

$23,884 Dec 31, 2024 reported Form 5500

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	190	$11.6M	$10.4M	114.1%	$11.4M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	196	$10.8M	$10.4M	114.3%	$11.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	196	$13.9M	$10.6M	123.3%	$10.8M	Not disclosed	Not disclosed	Not disclosed

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

Midwest Institutional Trust Company codes 19 21 25 27 28 50 51 62 99 $37,020 PY2024
AON Consulting, Inc. codes 11 PY2024
BMO Bank, N.A. codes 19 21 25 27 28 50 51 62 99 $34,306 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

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

4 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
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.

›Connections

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+4 connections on the graph

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