DFX Intelligence

This allocator's name, 1 more adviser and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in South Carolina

Corporate pension· Camden, South Carolina

Corporate pension, based in Camden, South Carolina, for 221 participants.

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

As of 2025-03-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 93.4%

Open searches Allocation policy Consultants

As of 2025-03-31 · 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 Mar 2025, Total assets changed.

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

Corporate pension

Assets

not established

Total assets, Mar 31, 2025 reported

Funded

93.4%

Apr 1, 2024

Private markets target

no policy read

policy Mar 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Mar 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.5%
Registered investment companies 99.0%

Consultants and advisers

4 firms

BCG Pension Risk Consultants Inc Pension consultantthrough Mar 31, 2025 Form 5500
Reliance Trust Company Trusteethrough Mar 31, 2025 Form 5500
Raymond James & Associates, Inc. Trusteethrough Mar 31, 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

6 events

Mar 31, 2025Assets changed
down $12.1Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with BCG Pension Risk Consultants Incaskebsa.dol.gov
Apr 1, 2024Funded status changed
10 pointsaskebsa.dol.gov
Apr 1, 2024Assets changed
$1.4Maskebsa.dol.gov
Mar 31, 2024Assets changed
$1.4Maskebsa.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.

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

$0 Mar 31, 2025 reported Form 5500

$12.1M (2024-03) · $10.8M (2023-03)

Plan assets

$12.1M Apr 1, 2024 reported Form 5500

$10.8M (2023-04) · $11.6M (2022-04)

Net assets

$0 Mar 31, 2025 reported Form 5500

$12.1M (2024-03) · $10.8M (2023-03)

Funded ratio

93.4% Apr 1, 2024 reported Form 5500

83.0% (2023-04) · 92.6% (2022-04)

Funding target

$9.0M Apr 1, 2024 reported Form 5500

$9.0M (2023-04) · $8.8M (2022-04)

Discount rate

5.30% Apr 1, 2024 reported Form 5500

5.26% (2023-04) · 5.43% (2022-04)

Participants

221 Apr 1, 2024 reported Form 5500

225 (2023-04) · 229 (2022-04)

Contributions

-$2.4M Mar 31, 2025 reported Form 5500

$240,000 (2024-03) · $240,000 (2023-03)

Benefits paid

$10.3M Mar 31, 2025 reported Form 5500

$436,638 (2024-03) · $414,502 (2023-03)

Net investment income

-$12.1M Mar 31, 2025 reported Form 5500

$1.4M (2024-03) · -$842,706 (2023-03)

Investment management fees

$42,000 Mar 31, 2025 reported Form 5500

$12,000 (2024-03)

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 Mar 31, 2025	221	$12.1M	$9.0M	93.4%	$0	Not disclosed	Not disclosed	Not disclosed
2023 to Mar 31, 2024	225	$10.8M	$9.0M	83.0%	$12.1M	Not disclosed	Not disclosed	Not disclosed
2022 to Mar 31, 2023	229	$11.6M	$8.8M	92.6%	$10.8M	Not disclosed	Not disclosed	Not disclosed

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

The Angell Pension Group, Inc. codes 11 $143,432 PY2024
BCG Pension Risk Consultants codes 17 $30,000 PY2024
Bauknight Pietras & Stormer, P.A. codes 10 $14,150 PY2024

+13 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: assets, fund commitments, managers.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-04-01source
Funded status changed
2024-04-01source
Consultant changed
2024-12-31source

+3 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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