This allocator's name

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Corporate pension in Wisconsin

Corporate pension· West Milwaukee, Wisconsin

Corporate pension, based in West Milwaukee, Wisconsin, reporting $106,511 in assets, for 115 participants.

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

Assets
$106,511
Funded ratio
117.1%
Fund commitments
1
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Commitments (1)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: 31 Dec 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Wisconsin
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$106,511
Total assets, Dec 31, 2024 reported
Funded
117.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
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)
  • Pooled separate accounts 100.0%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Separate Account IIseparate accountAmerican United Life Insurance Co.Pooled vehicles$106,511 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account IIseparate accountAmerican United Life Insurance Co.Pooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account IIseparate accountAmerican United Life Insurance Co.Pooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$106,511 Dec 31, 2024 reported Form 5500
$3.3M (2023-12) · $3.3M (2022-12)
Plan assets
$3.3M Jan 1, 2024 reported Form 5500
$3.3M (2023-01) · $3.9M (2022-01)
Net assets
$106,511 Dec 31, 2024 reported Form 5500
$3.3M (2023-12) · $3.3M (2022-12)
Funded ratio
117.1% Jan 1, 2024 reported Form 5500
116.5% (2023-01) · 118.9% (2022-01)
Funding target
$2.9M Jan 1, 2024 reported Form 5500
$3.1M (2023-01) · $3.0M (2022-01)
Discount rate
5.05% Jan 1, 2024 reported Form 5500
5.12% (2023-01) · 5.29% (2022-01)
Participants
115 Jan 1, 2024 reported Form 5500
120 (2023-01) · 123 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$3.1M Dec 31, 2024 reported Form 5500
$265,959 (2023-12) · $248,452 (2022-12)
Net investment income
-$3.2M Dec 31, 2024 reported Form 5500
$34,763 (2023-12) · -$662,900 (2022-12)
Investment management fees
$4,500 Dec 31, 2024 reported Form 5500
$6,000 (2023-12) · $6,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024115$3.3M$2.9M117.1%$106,511$0$0$0
2023 to Dec 31, 2023120$3.3M$3.1M116.5%$3.3M$0$0$0
2022 to Dec 31, 2022123$3.9M$3.0M118.9%$3.3M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Milliman, Inc. codes 11 $83,856 PY2024
  • Michael Best & Freidrich, LLP codes 29 $33,396 PY2024
  • American United Life Insurance Co codes 15 38 64 66 67 PY2024

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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.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source
  • Total assets changed
    2024-12-31source

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

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+3 connections on the graph

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