This allocator's name

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Corporate pension in Alabama

Corporate pension· Birmingham, Alabama

Corporate pension, based in Birmingham, Alabama, reporting $4.9M in assets, for 112 participants.

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

Assets
$4.9M
Funded ratio
123.0%
Open searchesSize and funding
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
$4.9M
Plan assets, Jan 1, 2024 reported
Funded
123.0%
Jan 1, 2024
Private markets target
no policy read
no policy read
Commitments
0
none on the tape
Consultants and advisers
1 firm
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
3 events
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
16 readings
Plan assets
$4.9M Jan 1, 2024 reported Form 5500
$4.2M (2023-01) · $4.7M (2022-01)
Funded ratio
123.0% Jan 1, 2024 reported Form 5500
116.9% (2023-01) · 144.4% (2022-01)
Funding target
$3.7M Jan 1, 2024 reported Form 5500
$3.4M (2023-01) · $3.0M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.13% (2023-01) · 5.25% (2022-01)
Participants
112 Jan 1, 2025 reported Form 5500
115 (2024-01) · 113 (2023-01) · 110 (2022-01)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Jul 30, 2025112Not disclosedNot disclosedn/aNot disclosedNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024115$4.9M$3.7M123.0%Not disclosedNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023113$4.2M$3.4M116.9%Not disclosedNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022110$4.7M$3.0M144.4%Not disclosedNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
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: fund commitments, managers, allocation policy.

Record history

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

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

+2 connections on the graph

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