This allocator's name and 19 more commitments

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Corporate pension in Louisiana

Corporate pension· Baton Rouge, Louisiana

Corporate pension, based in Baton Rouge, Louisiana, reporting $107M in assets, for 374 participants.

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

Assets
$107M
Funded ratio
126.7%
Fund commitments
8
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Commitments (8)Allocation 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: 1 Jan 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Louisiana
Funds committed to
All 8
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$107M
Total assets, Dec 31, 2024 reported
Funded
126.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
8
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 2.8%
  • Non-interest-bearing cash 0.2%
  • Other investments 0.6%
  • Partnership/joint venture interests 5.1%
  • Common/collective trusts 71.2%
  • Registered investment companies 20.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
22 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$218,953 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym Mellon Db Sl Stock Index Fundcollective trustBNY MellonPublic equity$27.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym-M Db Sl Mc Sifcollective trustBNY MellonPooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov

+19 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
33 readings
Total assets
$107M Dec 31, 2024 reported Form 5500
$103M (2023-12) · $86.1M (2022-12)
Plan assets
$103M Jan 1, 2024 reported Form 5500
$86.1M (2023-01) · $83.2M (2022-01)
Net assets
$107M Dec 31, 2024 reported Form 5500
$103M (2023-12) · $86.1M (2022-12)
Funded ratio
126.7% Jan 1, 2024 reported Form 5500
109.5% (2023-01) · 105.3% (2022-01)
Funding target
$70.4M Jan 1, 2024 reported Form 5500
$67.6M (2023-01) · $65.8M (2022-01)
Discount rate
5.24% Jan 1, 2024 reported Form 5500
5.32% (2023-01) · 5.48% (2022-01)
Participants
374 Jan 1, 2024 reported Form 5500
369 (2023-01) · 370 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$10.0M (2023-12) · $20.0M (2022-12)
Benefits paid
$4.1M Dec 31, 2024 reported Form 5500
$3.3M (2023-12) · $6.8M (2022-12)
Net investment income
$4.1M Dec 31, 2024 reported Form 5500
$16.8M (2023-12) · $3.0M (2022-12)
Investment management fees
$316,282 Dec 31, 2024 reported Form 5500
$233,860 (2023-12) · $209,902 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024374$103M$70.4M126.7%$107M$5.4MNot disclosedNot disclosed
2023 to Dec 31, 2023369$86.1M$67.6M109.5%$103M$6.1MNot disclosedNot disclosed
2022 to Dec 31, 2022370$83.2M$65.8M105.3%$86.1M$7.7MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Salomon Smith Barney codes 27 $316,282 PY2024
  • EB Temporary Investment Fund Sched. D C $218,953 PY2024
  • SL Stock Index Fund Sched. D C $27.1M PY2024

+26 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 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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source

+2 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

+4 connections on the graph

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