This allocator's name and 1 more dated event

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Corporate pension in Oklahoma

Corporate pension· Tulsa, Oklahoma

Corporate pension, based in Tulsa, Oklahoma, reporting $726M in assets, for 2,970 participants.

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

Assets
$726M
Funded ratio
92.0%
Managers
1
Open searchesAllocation 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: 31 Dec 2023, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$726M
Total assets, Dec 31, 2024 reported
Funded
92.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
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)
  • Interest-bearing cash 3.5%
  • Corporate debt instruments (other) 45.3%
  • U.S. Government securities 29.4%
  • Insurance company general account 1.5%
  • Other investments 7.6%
  • Preferred stock 11.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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What changed
6 events
  • Dec 31, 2023Manager relationship endedinference
    with Pimcoaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Eagle Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Blackrock Investment Management, LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    down 14 pointsaskebsa.dol.gov

+1 more dated event

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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
30 readings
Total assets
$726M Dec 31, 2024 reported Form 5500
$796M (2023-12) · $769M (2022-12)
Plan assets
$795M Jan 1, 2024 reported Form 5500
$769M (2023-01) · $1.0B (2022-01)
Net assets
$726M Dec 31, 2024 reported Form 5500
$795M (2023-12) · $769M (2022-12)
Funded ratio
92.0% Jan 1, 2024 reported Form 5500
90.3% (2023-01) · 104.6% (2022-01)
Funding target
$782M Jan 1, 2024 reported Form 5500
$781M (2023-01) · $762M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.41% (2022-01)
Participants
2,970 Jan 1, 2024 reported Form 5500
3,045 (2023-01) · 3,105 (2022-01)
Contributions
$5.0M Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$92.8M Dec 31, 2024 reported Form 5500
$52.5M (2023-12) · $51.6M (2022-12)
Net investment income
-$69.4M Dec 31, 2024 reported Form 5500
$26.3M (2023-12) · -$246M (2022-12)
Investment management fees
$1.0M Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,970$795M$782M92.0%$726MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20233,045$769M$781M90.3%$796MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20223,105$1.0B$762M104.6%$769MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+20 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

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship ended
    2023-12-31source

+3 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.

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every published relationship on the graph

+10 connections on the graph

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