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Corporate pension in Pennsylvania

Corporate pension· Clarence, Pennsylvania

Corporate pension, based in Clarence, Pennsylvania, reporting $5.3M in assets, for 106 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: $5.3M
Funded ratio: 90.5%
Managers: 1

Open searches 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, Manager relationship started.

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

Corporate pension

Assets

$5.3M

Total assets, Dec 31, 2024 reported

Funded

90.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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)

Other investments 33.5%
Registered investment companies 65.9%

Consultants and advisers

3 firms

Conrad Siegel Investment Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
Charles Schwab Trust Bank Custodianthrough Dec 31, 2024 Form 5500
Conrad Siegel Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

4 managers on Schedule C

From Schedule C (investment management, code 28)

Fidelity Management & Research Compplan years 2024
Dimensional Fund Advisors, LPplan years 2022
Fidelity Selectco, LLCplan years 2022

+1 more Schedule C manager

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

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

What changed

5 events

Dec 31, 2024Manager relationship started
with Fidelity Management & Research Compaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Fidelity Selectco, LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 20 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $1.7Maskebsa.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

33 readings

Total assets

$5.3M Dec 31, 2024 reported Form 5500

$5.6M (2023-12) · $5.8M (2022-12)

Plan assets

$5.6M Jan 1, 2024 reported Form 5500

$5.8M (2023-01) · $7.5M (2022-01)

Net assets

$5.3M Dec 31, 2024 reported Form 5500

$5.6M (2023-12) · $5.8M (2022-12)

Funded ratio

90.5% Jan 1, 2024 reported Form 5500

85.6% (2023-01) · 105.9% (2022-01)

Funding target

$6.2M Jan 1, 2024 reported Form 5500

$6.6M (2023-01) · $7.0M (2022-01)

Discount rate

4.95% Jan 1, 2024 reported Form 5500

5.08% (2023-01) · 5.25% (2022-01)

Participants

106 Jan 1, 2024 reported Form 5500

110 (2023-01) · 115 (2022-01)

Contributions

$160,596 Dec 31, 2024 reported Form 5500

$118,487 (2023-12) · $0 (2022-12)

Benefits paid

$636,534 Dec 31, 2024 reported Form 5500

$658,960 (2023-12) · $694,668 (2022-12)

Net investment income

-$296,468 Dec 31, 2024 reported Form 5500

-$171,669 (2023-12) · -$1.7M (2022-12)

Investment management fees

$5,234 Dec 31, 2024 reported Form 5500

$30,189 (2023-12) · $44,459 (2022-12)

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	106	$5.6M	$6.2M	90.5%	$5.3M	$0	$0	$0
2023 to Dec 31, 2023	110	$5.8M	$6.6M	85.6%	$5.6M	$0	$0	$0
2022 to Dec 31, 2022	115	$7.5M	$7.0M	105.9%	$5.8M	$0	$0	$0

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

Conrad Siegel codes 11 15 17 38 49 50 $50,539 PY2024
Charles Schwab Trust Bank codes 18 21 $5,234 PY2024
J.P. Morgan Investment Management, codes 28 52 PY2024

+14 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

5 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
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

every published relationship on the graph

+8 connections on the graph

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