This allocator's name and 2 more dated events

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Corporate pension in Pennsylvania

Corporate pension· Lancaster, Pennsylvania

Corporate pension, based in Lancaster, Pennsylvania, reporting $85.6M in assets, for 756 participants.

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

Assets
$85.6M
Funded ratio
130.8%
Managers
3
Open searchesAllocation policyManagers
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.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$85.6M
Total assets, Dec 31, 2024 reported
Funded
130.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
3 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)
  • Corporate debt instruments (other) 4.7%
  • U.S. Government securities 7.1%
  • Registered investment companies 73.3%
  • Common stock 14.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
22 managers on Schedule C
From Schedule C (investment management, code 28)

+19 more Schedule C managers

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What changed
7 events
  • Jan 1, 2024Funded status changed
    12 pointsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Diamond Hill Capital Management Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Edgewood LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Ssga Funds Management, Inc.askebsa.dol.gov

+2 more dated events

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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
31 readings
Total assets
$85.6M Dec 31, 2024 reported Form 5500
$84.7M (2023-12) · $78.1M (2022-12)
Plan assets
$84.7M Jan 1, 2024 reported Form 5500
$78.1M (2023-01) · $94.1M (2022-01)
Net assets
$85.5M Dec 31, 2024 reported Form 5500
$84.7M (2023-12) · $78.1M (2022-12)
Funded ratio
130.8% Jan 1, 2024 reported Form 5500
118.5% (2023-01) · 144.0% (2022-01)
Funding target
$64.7M Jan 1, 2024 reported Form 5500
$65.9M (2023-01) · $65.4M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.19% (2023-01) · 5.36% (2022-01)
Participants
756 Jan 1, 2024 reported Form 5500
767 (2023-01) · 778 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$8.9M Dec 31, 2024 reported Form 5500
$4.7M (2023-12) · $4.5M (2022-12)
Net investment income
$873,263 Dec 31, 2024 reported Form 5500
$6.5M (2023-12) · -$16.0M (2022-12)
Investment management fees
$0 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024756$84.7M$64.7M130.8%$85.6M$0$0$0
2023 to Dec 31, 2023767$78.1M$65.9M118.5%$84.7M$0$0$0
2022 to Dec 31, 2022778$94.1M$65.4M144.0%$78.1M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Conrad Siegel codes 11 15 17 38 49 50 $93,339 PY2024
  • this allocator codes 25 51 52 62 $35,522 PY2024
  • BDO USA, LLP codes 10 $17,302 PY2024

+61 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.

Record history

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2023-12-31source

+4 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

+25 connections on the graph

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