This allocator's name and 1 more adviser

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

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

Corporate pension in Florida

Corporate pension· Tampa, Florida

Corporate pension, based in Tampa, Florida, reporting $85.3M in assets, for 1,345 participants.

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

Assets
$85.3M
Funded ratio
82.8%
Managers
1
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: 31 Dec 2024, Manager relationship started.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$85.3M
Total assets, Jun 30, 2025 reported
Funded
82.8%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • U.S. Government securities 15.9%
  • Registered investment companies 83.6%
Consultants and advisers
4 firms

+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
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    with State Street Global Advisorsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Bank of New York Mellonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with AON Investments USA Incaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    down 4 pointsaskebsa.dol.gov
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
22 readings
Total assets
$85.3M Jun 30, 2025 reported Form 5500
$86.2M (2024-06)
Plan assets
$86.2M Jul 1, 2024 reported Form 5500
$91.4M (2023-07)
Net assets
$84.8M Jun 30, 2025 reported Form 5500
$86.2M (2024-06)
Funded ratio
82.8% Jul 1, 2024 reported Form 5500
86.6% (2023-07)
Funding target
$88.9M Jul 1, 2024 reported Form 5500
$88.8M (2023-07)
Discount rate
5.34% Jul 1, 2024 reported Form 5500
5.23% (2023-07)
Participants
1,345 Jul 1, 2024 reported Form 5500
1,428 (2023-07)
Contributions
$280,515 Jun 30, 2025 reported Form 5500
$2.8M (2024-06)
Benefits paid
$8.9M Jun 30, 2025 reported Form 5500
$10.2M (2024-06)
Net investment income
-$1.3M Jun 30, 2025 reported Form 5500
-$5.2M (2024-06)
Investment management fees
$167,143 Jun 30, 2025 reported Form 5500
$251,346 (2024-06)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,345$86.2M$88.9M82.8%$85.3MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 20241,428$91.4M$88.8M86.6%$86.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Alight Solutions codes 15 50 99 $183,891 PY2024
  • SEI Investments codes 28 51 $128,850 PY2024
  • Grant Thornton LLP codes 10 50 $77,211 PY2024

+9 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: fund commitments.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2024-07-01source
  • Manager relationship started
    2024-12-31source
  • Manager relationship started
    2024-12-31source

+1 more change on this record's ledger

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

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

+7 connections on the graph

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

Ask DFX