This allocator's name

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Corporate pension in Massachusetts

Corporate pension· Boston, Massachusetts

Corporate pension, based in Boston, Massachusetts, for 469 participants.

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

Funded ratio
94.3%
Fund commitments
1
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Commitments (1)Allocation policy
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, Changed investment consultant to Kestra Advisory Services.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Massachusetts
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
94.3%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2022
Commitments
1
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Other investments 28.8%
  • Pooled separate accounts 2.0%
  • Registered investment companies 68.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$923,749 heldDisclosed holdingaskebsa.dol.gov
Size and funding
21 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$46.5M (2022-12)
Plan assets
$46.4M Jan 1, 2023 reported Form 5500
$58.7M (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$46.5M (2022-12)
Funded ratio
94.3% Jan 1, 2023 reported Form 5500
121.1% (2022-01)
Funding target
$47.3M Jan 1, 2023 reported Form 5500
$46.7M (2022-01)
Discount rate
5.22% Jan 1, 2023 reported Form 5500
5.39% (2022-01)
Participants
469 Jan 1, 2023 reported Form 5500
473 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$50.5M Dec 31, 2023 reported Form 5500
$2.9M (2022-12)
Net investment income
-$46.5M Dec 31, 2023 reported Form 5500
-$12.4M (2022-12)
Investment management fees
$163,804 Dec 31, 2023 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023469$46.4M$47.3M94.3%$0Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022473$58.7M$46.7M121.1%$46.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Angell Pension Group, Inc. codes 11 13 49 50 99 $236,853 PY2023
  • Principal Life Insurance Company codes 13 50 64 $119,154 PY2023
  • Caron & Bletzer, PLLC codes 10 50 $14,400 PY2023

+25 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.

Not yet on record: assets, managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2023-01-01source

+1 more change 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

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+9 connections on the graph

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