DFX Intelligence

This allocator's name, 5 more advisers and 5 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.

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Corporate pension in South Dakota

Corporate pension· Sioux Falls, South Dakota

Corporate pension, based in Sioux Falls, South Dakota, for 2,229 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

Funded ratio: 102.8%

Open searches Allocation policy Consultants

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, Changed investment consultant to Agilis Partners LLC.

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

Corporate pension

Assets

not established

Total assets, Sep 30, 2024 reported

Funded

102.8%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2023

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.4%
Corporate debt instruments (other) 11.7%
U.S. Government securities 3.3%
Other investments 0.7%
Registered investment companies 80.5%

Consultants and advisers

8 firms

Agilis Partners LLC Pension consultantthrough Sep 30, 2024 Form 5500
American Portfolios Investment adviser (plan)through Dec 31, 2022 Form 5500
Ryan Labs Investment adviser (plan)through Dec 31, 2022 Form 5500

+5 more consultants and advisers 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

1 manager on Schedule C

From Schedule C (investment management, code 28)

Seiplan years 2023

What changed

10 events

Dec 31, 2024Consultant changedinference
with Agilis Partners LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Willis Towers Watson US LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Seiaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Ryan Labsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with American Portfoliosaskebsa.dol.gov

+5 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

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

29 readings

Total assets

$0 Sep 30, 2024 reported Form 5500

$236M (2023-12) · $283M (2022-12)

Plan assets

$283M Jan 1, 2023 reported Form 5500

$221M (2022-01)

Net assets

$0 Sep 30, 2024 reported Form 5500

$236M (2023-12) · $283M (2022-12)

Funded ratio

102.8% Jan 1, 2023 reported Form 5500

122.4% (2022-01)

Funding target

$296M Jan 1, 2023 reported Form 5500

$176M (2022-01)

Discount rate

5.07% Jan 1, 2023 reported Form 5500

5.36% (2022-01)

Participants

2,229 Jan 1, 2024 reported Form 5500

2,934 (2023-01) · 2,123 (2022-01)

Contributions

$2.5M Sep 30, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$234M Sep 30, 2024 reported Form 5500

$66.1M (2023-12) · $12.4M (2022-12)

Net investment income

-$236M Sep 30, 2024 reported Form 5500

-$46.9M (2023-12) · -$43.1M (2022-12)

Investment management fees

$984,381 Sep 30, 2024 reported Form 5500

$2.1M (2023-12) · $798,108 (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 Sep 30, 2024	2,229	Not disclosed	Not disclosed	n/a	$0	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,934	$283M	$296M	102.8%	$236M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,123	$221M	$176M	122.4%	$283M	Not disclosed	Not disclosed	Not disclosed

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

First National Bank in Sioux Falls codes 21 28 51 64 $1.0M PY2024
Faegre Drinker Biddle & Reath LLP codes 29 50 $39,088 PY2024
Morgan Stanley Investment Mgt Inc. codes 19 25 28 50 $18,140 PY2024

+19 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 24, 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: assets, fund commitments, managers.

Record history

10 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship started
2023-12-31source
Consultant changed
2024-12-31source

+7 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

+10 connections on the graph

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