This allocator's name, 1 more adviser and 2 more dated events

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Corporate pension in Idaho

Corporate pension· Idaho Falls, Idaho

Corporate pension, based in Idaho Falls, Idaho, reporting $2.0B in assets, for 7,462 participants.

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

Assets
$2.0B
Funded ratio
90.9%
Managers
2
Open searchesAllocation policyConsultants
More
Managers
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 Oct 2024, Funded status changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$2.0B
Total assets, Sep 30, 2025 reported
Funded
90.9%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Corporate debt instruments (other) 34.5%
  • U.S. Government securities 17.6%
  • Insurance company general account 2.2%
  • Other investments 8.3%
  • Partnership/joint venture interests 2.1%
  • Registered investment companies 20.9%
  • Common stock 9.2%
  • Real estate (other than employer real property) 3.0%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
13 managers on Schedule C
From Schedule C (investment management, code 28)

+10 more Schedule C managers

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What changed
7 events

+2 more dated events

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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
$2.0B Sep 30, 2025 reported Form 5500
$2.1B (2024-09) · $1.8B (2023-09)
Plan assets
$1.9B Oct 1, 2024 reported Form 5500
$1.7B (2023-10) · $1.7B (2022-10)
Net assets
$1.9B Sep 30, 2025 reported Form 5500
$1.9B (2024-09) · $1.7B (2023-09)
Funded ratio
90.9% Oct 1, 2024 reported Form 5500
96.4% (2023-10) · 99.1% (2022-10)
Funding target
$1.7B Oct 1, 2024 reported Form 5500
$1.8B (2023-10) · $1.7B (2022-10)
Discount rate
5.34% Oct 1, 2024 reported Form 5500
5.22% (2023-10) · 5.40% (2022-10)
Participants
7,462 Oct 1, 2024 reported Form 5500
7,649 (2023-10) · 7,833 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$12.0M (2024-09) · $7.9M (2023-09)
Benefits paid
$121M Sep 30, 2025 reported Form 5500
$117M (2024-09) · $115M (2023-09)
Net investment income
-$69.2M Sep 30, 2025 reported Form 5500
$209M (2024-09) · -$20.9M (2023-09)
Investment management fees
$5.1M Sep 30, 2025 reported Form 5500
$4.1M (2024-09) · $5.1M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20257,462$1.9B$1.7B90.9%$2.0B$42.0MNot disclosed$60.3M
2023 to Sep 30, 20247,649$1.7B$1.8B96.4%$2.1B$45.8MNot disclosed$55.7M
2022 to Sep 30, 20237,833$1.7B$1.7B99.1%$1.8B$52.1MNot disclosed$84.3M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+57 more service providers

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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 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

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-10-01source
  • Funded status changed
    2024-10-01source
  • Manager relationship started
    2023-12-31source

+4 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

+18 connections on the graph

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