DFX Intelligence

This allocator's name, 2 more managers, 53 more commitments and 6 more dated events

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Corporate pension in Florida

Corporate pension· Tampa, Florida

Corporate pension, based in Tampa, Florida, reporting $9.3M in assets, for 258 participants.

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

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $9.3M
Funded ratio: 80.3%
Fund commitments: 24
Managers: 4

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (24)Allocation policy Managers

As of 2023-12-31 · 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 2023, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Florida

Funds committed to

Principal Div Real Asset Sa-Z3 commitments
Principal U.S. Property Sa-Z3 commitments
Prin Midcap Value I Sa-R63 commitments

All 24

Managers

Principal36 commitments
Empower Annuity Insurance Company5 commitments
Prudential2 commitments

All 5

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

Corporate pension

Assets

$9.3M

Total assets, Dec 31, 2024 reported

Funded

80.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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)

Pooled separate accounts 68.8%
Registered investment companies 31.2%

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

5 managers on the commitment tape

From the plan’s own commitment disclosures

Principal36 rows, latest Dec 31, 2024
Empower Annuity Insurance Company5 rows, latest Dec 31, 2024
Prudential2 rows, latest Dec 31, 2023

+2 more managers 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)

Empower Annuity Insurance Companyplan years
Dryden Capital, LLCplan years
Prudentialplan years

+1 more Schedule C manager

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

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What changed

11 events

Dec 31, 2023Holding endedinference
with Prudential Retirement & Annuity Ins$444Kaskebsa.dol.gov
Dec 31, 2023Holding started
with Prudential Retirement & Annuity Ins$1.1Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Prudential Retirement & Annuity Ins$78Kaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Prudential Retirement & Annuity Ins$490Kaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Prudential Retirement & Annuity Ins$430Kaskebsa.dol.gov

+6 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

56 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Principal Div Real Asset Sa-Zseparate account	Principal	Real assets	$147,890 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$88,485 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap Value I Sa-R6separate account	Principal	Pooled vehicles	$19,420 held	Disclosed holding	askebsa.dol.gov

+53 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

32 readings

Total assets

$9.3M Dec 31, 2024 reported Form 5500

$8.8M (2023-12) · $8.4M (2022-12)

Plan assets

$11.1M Jan 1, 2024 reported Form 5500

$10.9M (2023-01) · $16.0M (2022-01)

Net assets

$9.3M Dec 31, 2024 reported Form 5500

$8.8M (2023-12) · $8.4M (2022-12)

Funded ratio

80.3% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 92.8% (2022-01)

Funding target

$12.7M Jan 1, 2024 reported Form 5500

$12.5M (2023-01) · $13.4M (2022-01)

Discount rate

5.15% Jan 1, 2024 reported Form 5500

5.29% (2023-01) · 5.47% (2022-01)

Participants

258 Jan 1, 2024 reported Form 5500

264 (2023-01) · 277 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$470,067 Dec 31, 2024 reported Form 5500

$671,003 (2023-12) · $2.6M (2022-12)

Net investment income

$458,787 Dec 31, 2024 reported Form 5500

$417,432 (2023-12) · -$4.4M (2022-12)

Investment management fees

$117,267 Dec 31, 2024 reported Form 5500

$205,336 (2023-12)

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	258	$11.1M	$12.7M	80.3%	$9.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	264	$10.9M	$12.5M	80.0%	$8.8M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	277	$16.0M	$13.4M	92.8%	$8.4M	Not disclosed	Not disclosed	Not disclosed

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

Empower Annuity Insurance Company codes 13 $89,465 PY2024
Prudential Short-Term Sched. D P $1.6M PY2024
Real Estate/cohen&steers Fund Sched. D P $570,320 PY2024

+71 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

11 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+8 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

+6 connections on the graph

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