DFX Intelligence

This allocator's name, 10 more commitments and 5 more dated events

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Corporate pension in Florida

Corporate pension· Boca Raton, Florida

Corporate pension, based in Boca Raton, Florida, reporting $12,394 in assets, for 1,646 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: $12,394
Funded ratio: 90.2%
Fund commitments: 6
Managers: 2

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

Commitments (6)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, Holding ended.

Capital path

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

Corporate pension in Florida

Funds committed to

NT Collective Short Term Investment3 commitments
Msci Acwi Ex-Us Imi Index Nl Fd2 commitments
Long Term Govt Credit Bd Index Nl2 commitments

All 6

Managers

Blackrock Institutional Trust Company, N.A.6 commitments
Northern Trust Investments, Inc.5 commitments
DFA - the Small Cap Subtrust2 commitments

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

Corporate pension

Assets

$12,394

Total assets, Dec 31, 2024 reported

Funded

90.2%

Jan 1, 2023

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)

Non-interest-bearing cash 10.0%
Common/collective trusts 90.0%

Consultants and advisers

2 firms

Mercer Actuarythrough Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500

People

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

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2023
Northern Trust Investments, Inc.5 rows, latest Dec 31, 2024
DFA - the Small Cap Subtrust2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Blackrock Institutional Trust Company, N.A.plan years
Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Co,naplan years 2022

+1 more Schedule C manager

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

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What changed

10 events

Dec 31, 2024Holding endedinference
with Short-Term Investment Fund$287askebsa.dol.gov
Dec 31, 2024Holding endedinference
with DFA - the Small Cap Subtrust$2.3Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Northern Trust Investments, Inc.$6.7Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Msci Acwi Ex-Us Imi Index Nl Fd$5.4Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Long Term Govt Credit Bd Index Nl$35.9Maskebsa.dol.gov

+5 more dated events

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

Commitments

13 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$11,158 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Msci Acwi Ex-Us Imi Index Nl Fdcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$5.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Long Term Govt Credit Bd Index Nlcollective trust	Blackrock Institutional Trust Company, N.A.	Private credit	$35.9M held	Disclosed holding	askebsa.dol.gov

+10 more commitments

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

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Size and funding

29 readings

Total assets

$12,394 Dec 31, 2024 reported Form 5500

$50.6M (2023-12) · $49.5M (2022-12)

Plan assets

$49.5M Jan 1, 2023 reported Form 5500

$71.2M (2022-01)

Net assets

$12,394 Dec 31, 2024 reported Form 5500

$50.3M (2023-12) · $49.3M (2022-12)

Funded ratio

90.2% Jan 1, 2023 reported Form 5500

111.6% (2022-01)

Funding target

$54.9M Jan 1, 2023 reported Form 5500

$54.2M (2022-01)

Discount rate

5.22% Jan 1, 2023 reported Form 5500

5.40% (2022-01)

Participants

1,646 Jan 1, 2024 reported Form 5500

1,678 (2023-01) · 1,963 (2022-01)

Contributions

$677,636 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$56.8M Dec 31, 2024 reported Form 5500

$3.2M (2023-12) · $3.7M (2022-12)

Net investment income

-$57.2M Dec 31, 2024 reported Form 5500

$966,467 (2023-12) · -$21.6M (2022-12)

Investment management fees

$2,924 Dec 31, 2024 reported Form 5500

$13,377 (2023-12) · $34,496 (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	1,646	Not disclosed	Not disclosed	n/a	$12,394	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,678	$49.5M	$54.9M	90.2%	$50.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,963	$71.2M	$54.2M	111.6%	$49.5M	Not disclosed	Not disclosed	Not disclosed

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

AON Consulting codes 13 $769,249 PY2024
Mercer codes 11 $144,981 PY2024
Northen Trust Company codes 21 $102,002 PY2024

+30 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 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.

Record history

10 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+7 more changes 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

+7 connections on the graph

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