This allocator's name and 9 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in Connecticut
Corporate pension, based in Shelton, Connecticut, for 141 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 95.5%
- Fund commitments
- 12
Nothing material in the last 90 days. Last change: 31 Dec 2023, Changed investment consultant to Fiducient Advisors LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Gl Real Est Sec Sa-Z1 commitment
- Prin Liquid Assets Sep Acct-Z1 commitment
- Prin Ldi Intrm Dur Sep Acct-Z1 commitment
- Principal12 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 100.0%
- Wells Fargo Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
- Principal12 rows, latest Dec 31, 2022
- Dec 31, 2023Consultant changedinferencewith Fiducient Advisors LLCaskebsa.dol.gov
- Dec 10, 2023Assets changeddown $14.9Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 16 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $4.8Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Prin Gl Real Est Sec Sa-Zseparate account | Principal | Pooled vehicles | $39 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $13 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $7.1M held | Disclosed holding | askebsa.dol.gov |
+9 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 10, 2023 | 141 | $14.9M | $17.2M | 95.5% | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 190 | $19.7M | $16.9M | 111.5% | $14.9M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $124,130 PY2023
- Dinse P.C codes 29 50 $13,680 PY2023
- Wells Fargo Clearing Services LLC codes 27 99 PY2023
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: assets, managers.
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2023-01-01source
- Consultant changed2023-12-31source
- Total assets changed2023-01-01source
+1 more change 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
+4 connections on the graph
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