DFX Intelligence

This allocator's name, 3 more commitments and 6 more dated events

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Corporate pension in Missouri

Corporate pension· Kansas City, Missouri

Corporate pension, based in Kansas City, Missouri, reporting $191,427 in assets, for 595 participants.

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

As of 2025-05-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $191,427
Funded ratio: 86.5%
Fund commitments: 6
Managers: 1

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

Commitments (6)Allocation policy Managers

As of 2025-05-31 · 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 May 2025, Total assets changed.

Capital path

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

Corporate pension in Missouri

Funds committed to

20+ Yr U S Treas Strips1 commitment
AON Intermediate Credit Bond Fund1 commitment
AON US Intermediate Government1 commitment

All 6

Managers

AON Trust Company LLC5 commitments
AON Investment USA, Inc.1 commitment

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

Corporate pension

Assets

$191,427

Total assets, May 31, 2025 reported

Funded

86.5%

Jun 1, 2023

Private markets target

no policy read

policy May 31, 2025

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of May 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 99.6%

Consultants and advisers

3 firms

AON Consulting, Inc. Actuarythrough May 31, 2023 Form 5500
Aon Actuarythrough May 31, 2023 Form 5500
Commerce Trust Custodianthrough May 31, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

AON Trust Company LLC5 rows, latest May 31, 2024
AON Investment USA, Inc.1 row, latest May 31, 2023

From Schedule C (investment management, code 28)

AON Investments USA Incplan years 2025
AON Trust Company LLCplan years 2024
UMB Financial Corporationplan years 2023

What changed

11 events

May 31, 2025Assets changed
down $54.4Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with UMB Financial Corporationaskebsa.dol.gov
May 31, 2024Holding started
with AON Trust Company LLC$4.0Maskebsa.dol.gov
May 31, 2024Holding started
with AON Trust Company LLC$33.2Maskebsa.dol.gov
May 31, 2024Holding started
with AON Trust Company LLC$2.1Maskebsa.dol.gov

+6 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of May 31, 2024	20+ Yr U S Treas Stripscollective trust	AON Trust Company LLC	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2024	AON Intermediate Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$4.0M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2024	AON US Intermediate Governmentcollective trust	AON Trust Company LLC	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

29 readings

Total assets

$191,427 May 31, 2025 reported Form 5500

$54.6M (2024-05) · $47.6M (2023-05)

Plan assets

$47.6M Jun 1, 2023 reported Form 5500

$49.2M (2022-06)

Net assets

$191,427 May 31, 2025 reported Form 5500

$51.1M (2024-05) · $47.6M (2023-05)

Funded ratio

86.5% Jun 1, 2023 reported Form 5500

88.9% (2022-06)

Funding target

$56.0M Jun 1, 2023 reported Form 5500

$55.5M (2022-06)

Discount rate

5.23% Jun 1, 2023 reported Form 5500

5.40% (2022-06)

Participants

595 Jun 1, 2024 reported Form 5500

609 (2023-06) · 621 (2022-06)

Contributions

$5.3M May 31, 2025 reported Form 5500

$3.5M (2024-05) · $2.7M (2023-05)

Benefits paid

$57.0M May 31, 2025 reported Form 5500

$3.6M (2024-05) · $3.8M (2023-05)

Net investment income

-$50.9M May 31, 2025 reported Form 5500

$3.5M (2024-05) · -$1.6M (2023-05)

Investment management fees

$138,000 May 31, 2025 reported Form 5500

$95,811 (2024-05) · $73,320 (2023-05)

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 May 31, 2025	595	Not disclosed	Not disclosed	n/a	$191,427	Not disclosed	Not disclosed	Not disclosed
2023 to May 31, 2024	609	$47.6M	$56.0M	86.5%	$54.6M	Not disclosed	Not disclosed	Not disclosed
2022 to May 31, 2023	621	$49.2M	$55.5M	88.9%	$47.6M	Not disclosed	Not disclosed	Not disclosed

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

AON Consulting codes 11 50 $553,201 PY2024
AON Investments USA Inc. codes 28 50 $138,000 PY2024
Husch Blackwell LLP codes 29 50 $66,551 PY2024

+25 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 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
2024-05-31source
Holding in a pooled vehicle started
2024-05-31source
Holding in a pooled vehicle started
2024-05-31source

+8 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+7 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.