This allocator's name and 16 more commitments

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Corporate pension in Hawaii

Corporate pension· Honolulu, Hawaii

Corporate pension, based in Honolulu, Hawaii, reporting $74.7M in assets, for 1,049 participants.

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

Assets
$74.7M
Funded ratio
94.5%
Fund commitments
11
Managers
1
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Commitments (11)Allocation 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, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Hawaii
Funds committed to
All 11
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$74.7M
Total assets, Dec 31, 2024 reported
Funded
94.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
11
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Common/collective trusts 98.8%
Consultants and advisers
2 firms
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
5 events
  • Dec 31, 2024Holding started
    with Mercer US Large Cap Core Passive Eq$15.7Maskebsa.dol.gov
  • Dec 31, 2024Holding started
    with Mercer Active Intermediate Credit F$7.7Maskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with US Large Cap Core Passive Equity$12.1Maskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    down 7 pointsaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    down $22.0Maskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
19 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer Long Strips Fixed Incomecollective trustMercer Investments LLCFixed income$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Investments LLCHedge / diversifiers$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Global Low Volatility Equitycollective trustMercer Investments LLCPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov

+16 more commitments

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

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Size and funding
30 readings
Total assets
$74.7M Dec 31, 2024 reported Form 5500
$78.3M (2023-12) · $79.3M (2022-12)
Plan assets
$78.0M Jan 1, 2024 reported Form 5500
$79.3M (2023-01) · $101M (2022-01)
Net assets
$74.7M Dec 31, 2024 reported Form 5500
$78.3M (2023-12) · $79.3M (2022-12)
Funded ratio
94.5% Jan 1, 2024 reported Form 5500
94.7% (2023-01) · 101.4% (2022-01)
Funding target
$76.0M Jan 1, 2024 reported Form 5500
$83.0M (2023-01) · $83.5M (2022-01)
Discount rate
5.00% Jan 1, 2024 reported Form 5500
5.13% (2023-01) · 5.30% (2022-01)
Participants
1,049 Jan 1, 2024 reported Form 5500
1,261 (2023-01) · 1,278 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$6.5M Dec 31, 2024 reported Form 5500
$11.0M (2023-12) · $6.7M (2022-12)
Net investment income
-$3.6M Dec 31, 2024 reported Form 5500
-$1.0M (2023-12) · -$22.0M (2022-12)
Investment management fees
$148,708 Dec 31, 2024 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, 20241,049$78.0M$76.0M94.5%$74.7MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,261$79.3M$83.0M94.7%$78.3MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,278$101M$83.5M101.4%$79.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+29 more service providers

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

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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.
Capital chain

This record sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path of capital through this record

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

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

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Record history

5 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
    2024-12-31source

+2 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

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+5 connections on the graph

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