DFX Intelligence

This allocator's name, 13 more commitments and 4 more dated events

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· West Palm Beach, Florida

Corporate pension, based in West Palm Beach, Florida, reporting $20.1M in assets, for 771 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $20.1M
Funded ratio: 103.7%
Fund commitments: 8
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (8)Allocation policy Managers

As of 2024-12-31 · 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, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Florida

Funds committed to

All 8

Managers

Empower Annuity Insurance Company4 commitments
Prudential3 commitments
Pgim, Inc.1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$20.1M

Total assets, Dec 31, 2024 reported

Funded

103.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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)

Common/collective trusts 38.9%
Pooled separate accounts 23.2%
Registered investment companies 33.0%

Consultants and advisers

2 firms

Wealthspire Retirement Advisory General consultantthrough Dec 31, 2022 Form 5500
Empower Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Empower Annuity Insurance Company4 rows, latest Dec 31, 2024
Prudential3 rows, latest Dec 31, 2023
Pgim, Inc.1 row, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Empower Annuity Insurance Companyplan years
Pgim, Inc.plan years
Prudentialplan years

What changed

9 events

Dec 31, 2024Holding started
with International Stock Fund$370Kaskebsa.dol.gov
Dec 31, 2024Holding started
with Pgim Total Return Bond Fund$7.4Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$11.4Maskebsa.dol.gov
Dec 31, 2024Assets changed
down $19.5Maskebsa.dol.gov
Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov

+4 more dated events

Every name, record and relationship behind this count, with the source on each.

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

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

16 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Pgim Total Return Bond Fundcollective trust	Pgim, Inc.	Fixed income	$7.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	International Stock Fundcollective trust	Great Gray Trust Company	Public equity	$369,732 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Small Cap Growth/emeraldseparate account	Empower Annuity Insurance Company	Public equity	$204,665 held	Disclosed holding	askebsa.dol.gov

+13 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

31 readings

Total assets

$20.1M Dec 31, 2024 reported Form 5500

$39.6M (2023-12) · $36.4M (2022-12)

Plan assets

$39.6M Jan 1, 2024 reported Form 5500

$37.5M (2023-01) · $48.6M (2022-01)

Net assets

$19.9M Dec 31, 2024 reported Form 5500

$39.6M (2023-12) · $36.4M (2022-12)

Funded ratio

103.7% Jan 1, 2024 reported Form 5500

98.7% (2023-01) · 113.3% (2022-01)

Funding target

$39.0M Jan 1, 2024 reported Form 5500

$40.8M (2023-01) · $38.8M (2022-01)

Discount rate

5.12% Jan 1, 2024 reported Form 5500

5.08% (2023-01) · 5.35% (2022-01)

Participants

771 Jan 1, 2024 reported Form 5500

714 (2023-01) · 715 (2022-01)

Contributions

$951,007 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$22.3M Dec 31, 2024 reported Form 5500

$3.0M (2023-12) · $2.8M (2022-12)

Net investment income

-$19.6M Dec 31, 2024 reported Form 5500

$2.1M (2023-12) · -$12.2M (2022-12)

Investment management fees

$46,985 Dec 31, 2024 reported Form 5500

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	771	$39.6M	$39.0M	103.7%	$20.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	714	$37.5M	$40.8M	98.7%	$39.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	715	$48.6M	$38.8M	113.3%	$36.4M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Empower Annuity Insurance Company codes 13 $263,252 PY2024
Baker Tilly US LLP codes 10 $26,985 PY2024
NFP Retirement Inc codes 16 $20,000 PY2024

+27 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 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.

Capital chain

This record sits on 7 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to managerAllocator to credit manager to facility to borrower

DFX traced 7 paths of capital through this record

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

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

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

Checking your plan…

Record history

9 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+6 more changes 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

+6 connections on the graph

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