DFX Intelligence

This allocator's name, 1 more adviser and 3 more dated events

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Corporate pension in Wisconsin

Corporate pension· Madison, Wisconsin

Corporate pension, based in Madison, Wisconsin, reporting $48.5M in assets, for 176 participants.

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

As of 2025-06-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $48.5M
Funded ratio: 118.1%

Open searches Allocation policy

As of 2025-06-30 · 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: 30 Jun 2025, Total assets changed.

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

Corporate pension

Assets

$48.5M

Total assets, Jun 30, 2025 reported

Funded

118.1%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Registered investment companies 99.9%

Consultants and advisers

4 firms

Futureplan by Ascensus Actuarythrough Jun 30, 2025 Form 5500
Midwest Institutional Trust Company Custodianthrough Jun 30, 2024 Form 5500
Newport Group, Inc Actuarythrough Jun 30, 2023 Form 5500

+1 more consultant or adviser advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

8 events

Jun 30, 2025Assets changed
$6.3Maskebsa.dol.gov
Jul 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Jul 1, 2024Assets changed
$5.7Maskebsa.dol.gov
Jun 30, 2024Assets changed
$5.6Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with BMO Harris Bank, N.A.askebsa.dol.gov

+3 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

33 readings

Total assets

$48.5M Jun 30, 2025 reported Form 5500

$42.2M (2024-06) · $36.5M (2023-06)

Plan assets

$42.2M Jul 1, 2024 reported Form 5500

$36.5M (2023-07) · $32.4M (2022-07)

Net assets

$48.5M Jun 30, 2025 reported Form 5500

$42.2M (2024-06) · $36.5M (2023-06)

Funded ratio

118.1% Jul 1, 2024 reported Form 5500

114.5% (2023-07) · 110.0% (2022-07)

Funding target

$35.7M Jul 1, 2024 reported Form 5500

$31.9M (2023-07) · $29.4M (2022-07)

Discount rate

5.45% Jul 1, 2024 reported Form 5500

5.44% (2023-07) · 5.61% (2022-07)

Participants

176 Jul 1, 2024 reported Form 5500

174 (2023-07) · 176 (2022-07)

Contributions

$2.4M Jun 30, 2025 reported Form 5500

$1.0M (2024-06) · $2.4M (2023-06)

Benefits paid

$1.4M Jun 30, 2025 reported Form 5500

$659,470 (2024-06) · $2.0M (2023-06)

Net investment income

$6.3M Jun 30, 2025 reported Form 5500

$5.6M (2024-06) · $4.0M (2023-06)

Investment management fees

$34,125 Jun 30, 2025 reported Form 5500

$30,489 (2024-06) · $24,441 (2023-06)

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 Jun 30, 2025	176	$42.2M	$35.7M	118.1%	$48.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Jun 30, 2024	174	$36.5M	$31.9M	114.5%	$42.2M	Not disclosed	Not disclosed	Not disclosed
2022 to Jun 30, 2023	176	$32.4M	$29.4M	110.0%	$36.5M	Not disclosed	Not disclosed	Not disclosed

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

Midwest Institutional Trust Co codes 10 12 18 21 28 50 51 $34,125 PY2024
Futureplan by Ascensus codes 11 PY2024
Midwest Institutional Trust Co codes 10 12 18 21 28 50 51 $30,489 PY2023

+3 more service providers

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

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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

8 dated events on the change ledger, latest first

Funded status changed
2023-07-01source
Funded status changed
2024-07-01source
Manager relationship ended
2023-12-31source

+5 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

+5 connections on the graph

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