This allocator's name

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Corporate pension in Florida

Corporate pension· Lake Wales, Florida

Corporate pension, based in Lake Wales, Florida, reporting $2.0M in assets, for 173 participants.

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

Assets
$2.0M
Funded ratio
82.7%
Open searchesAllocation policy
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, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$2.0M
Total assets, Dec 31, 2024 reported
Funded
82.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
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)
  • Interest-bearing cash 6.3%
  • Non-interest-bearing cash 0.1%
  • Other investments 0.2%
  • Registered investment companies 63.3%
  • Common stock 19.7%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
4 events
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
32 readings
Total assets
$2.0M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $3.8M (2022-12)
Plan assets
$4.0M Jan 1, 2024 reported Form 5500
$3.8M (2023-01) · $8.9M (2022-01)
Net assets
$2.0M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $3.8M (2022-12)
Funded ratio
82.7% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 103.2% (2022-01)
Funding target
$5.1M Jan 1, 2024 reported Form 5500
$4.9M (2023-01) · $7.4M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.34% (2023-01) · 5.25% (2022-01)
Participants
173 Jan 1, 2024 reported Form 5500
180 (2023-01) · 201 (2022-01)
Contributions
$358,000 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$2.9M Dec 31, 2024 reported Form 5500
$200,078 (2023-12) · $4.3M (2022-12)
Net investment income
-$2.0M Dec 31, 2024 reported Form 5500
$242,631 (2023-12) · -$5.1M (2022-12)
Investment management fees
$52,761 Dec 31, 2024 reported Form 5500
$46,586 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024173$4.0M$5.1M82.7%$2.0M$0$0$0
2023 to Dec 31, 2023180$3.8M$4.9M80.0%$4.0M$0$0$0
2022 to Dec 31, 2022201$8.9M$7.4M103.2%$3.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+3 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, managers.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

+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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+3 connections on the graph

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