This allocator's name, 1 more manager and 12 more commitments

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Corporate pension in Pennsylvania

Corporate pension· Blue Bell, Pennsylvania

Corporate pension, based in Blue Bell, Pennsylvania, reporting $38.0M in assets, for 564 participants.

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

Assets
$38.0M
Funded ratio
82.0%
Fund commitments
5
Managers
4
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Commitments (5)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: 1 Jan 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Pennsylvania
Funds committed to
All 5
Managers
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$38.0M
Total assets, Dec 31, 2024 reported
Funded
82.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
4 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 9.7%
  • Pooled separate accounts 12.1%
  • Registered investment companies 76.0%
Consultants and advisers
1 firm
  • Empower Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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

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From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
15 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prudential Short-Termseparate accountEmpower Annuity Insurance CompanyCash$916,895 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T. Rowe Price Lgc Gro Eq (is)separate accountEmpower Annuity Insurance CompanyPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024American Century Sm Cap Valueseparate accountEmpower Annuity Insurance CompanyPooled vehicles$906,887 heldDisclosed holdingaskebsa.dol.gov

+12 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
33 readings
Total assets
$38.0M Dec 31, 2024 reported Form 5500
$35.7M (2023-12) · $33.2M (2022-12)
Plan assets
$36.5M Jan 1, 2024 reported Form 5500
$33.2M (2023-01) · $43.8M (2022-01)
Net assets
$38.0M Dec 31, 2024 reported Form 5500
$35.7M (2023-12) · $33.2M (2022-12)
Funded ratio
82.0% Jan 1, 2024 reported Form 5500
77.3% (2023-01) · 85.5% (2022-01)
Funding target
$46.0M Jan 1, 2024 reported Form 5500
$47.2M (2023-01) · $47.0M (2022-01)
Discount rate
5.07% Jan 1, 2024 reported Form 5500
5.19% (2023-01) · 5.36% (2022-01)
Participants
564 Jan 1, 2024 reported Form 5500
578 (2023-01) · 584 (2022-01)
Contributions
$2.8M Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $675,000 (2022-12)
Benefits paid
$3.3M Dec 31, 2024 reported Form 5500
$3.1M (2023-12) · $2.9M (2022-12)
Net investment income
$2.3M Dec 31, 2024 reported Form 5500
$2.5M (2023-12) · -$10.6M (2022-12)
Investment management fees
$474,093 Dec 31, 2024 reported Form 5500
$492,794 (2023-12) · $25,286 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024564$36.5M$46.0M82.0%$38.0MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023578$33.2M$47.2M77.3%$35.7MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022584$43.8M$47.0M85.5%$33.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes 13 $81,757 PY2024
  • NFP Retirement Inc codes $30,225 PY2024
  • Prudential Short Term Sched. D P $916,895 PY2024

+27 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.

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
    2023-01-01source

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

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+6 connections on the graph

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