DFX Intelligence

This allocator's name and 1 more adviser

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Corporate pension in Oklahoma

Corporate pension· Tulsa, Oklahoma

Corporate pension, based in Tulsa, Oklahoma, reporting $11.8M in assets, for 216 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

Assets: $11.8M
Funded ratio: 106.2%

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, Manager relationship started.

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

Corporate pension

Assets

$11.8M

Total assets, Dec 31, 2024 reported

Funded

106.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.5%
Registered investment companies 97.4%

Consultants and advisers

4 firms

Concurrent Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
Raymon James Financial Services Investment adviser (plan)through Dec 31, 2022 Form 5500
Bank of Oklahoma Trusteethrough Dec 31, 2022 Form 5500

+1 more consultant or adviser 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

No manager relationship is on the tape for this allocator.

What changed

5 events

Dec 31, 2024Manager relationship started
with Concurrent Investment Advisors, LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
11 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Raymon James Financial Servicesaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 27 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $3.0Maskebsa.dol.gov

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

$11.8M Dec 31, 2024 reported Form 5500

$11.5M (2023-12) · $10.6M (2022-12)

Plan assets

$11.5M Jan 1, 2024 reported Form 5500

$10.6M (2023-01) · $13.6M (2022-01)

Net assets

$11.8M Dec 31, 2024 reported Form 5500

$11.5M (2023-12) · $10.6M (2022-12)

Funded ratio

106.2% Jan 1, 2024 reported Form 5500

95.7% (2023-01) · 122.9% (2022-01)

Funding target

$10.8M Jan 1, 2024 reported Form 5500

$11.1M (2023-01) · $11.1M (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.15% (2023-01) · 5.31% (2022-01)

Participants

216 Jan 1, 2024 reported Form 5500

218 (2023-01) · 218 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$158,998 (2023-12) · $0 (2022-12)

Benefits paid

$837,859 Dec 31, 2024 reported Form 5500

$771,725 (2023-12) · $761,088 (2022-12)

Net investment income

$333,295 Dec 31, 2024 reported Form 5500

$863,306 (2023-12) · -$3.0M (2022-12)

Investment management fees

$10,000 Dec 31, 2024 reported Form 5500

$7,500 (2023-12) · $10,000 (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 Dec 31, 2024	216	$11.5M	$10.8M	106.2%	$11.8M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	218	$10.6M	$11.1M	95.7%	$11.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	218	$13.6M	$11.1M	122.9%	$10.6M	Not disclosed	Not disclosed	Not disclosed

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

Concurrent Investment Advisors, LLC codes 27 28 $10,000 PY2024
Baker Tilly US, LLP codes 10 $9,450 PY2024
Bank of Oklahoma codes 21 $7,286 PY2024

+8 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 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, managers.

Record history

5 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Consultant changed
2023-12-31source

+2 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

+5 connections on the graph

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