This allocator's name, 2 more advisers and 2 more dated events

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Corporate pension in District of Columbia

Corporate pension· Washington, District of Columbia

Corporate pension, based in Washington, District of Columbia, reporting $15.5M in assets, for 3,532 participants.

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

Assets
$15.5M
Funded ratio
98.5%
Open searchesAllocation 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 2024, Changed investment consultant to Pension Benefit Information, LLC.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$15.5M
Total assets, Dec 31, 2024 reported
Funded
98.5%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
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)
  • Non-interest-bearing cash 6.5%
  • Partnership/joint venture interests 4.1%
  • Registered investment companies 89.1%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
7 events
  • Dec 31, 2024Consultant changedinference
    with Pension Benefit Information, LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    down $168Maskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with PBI Research Servicesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Cedar Rockaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Pension Benefit Information, LLCaskebsa.dol.gov

+2 more dated events

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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
26 readings
Total assets
$15.5M Dec 31, 2024 reported Form 5500
$184M (2023-12) · $179M (2022-12)
Plan assets
$179M Jan 1, 2023 reported Form 5500
$221M (2022-01)
Net assets
$15.3M Dec 31, 2024 reported Form 5500
$184M (2023-12) · $179M (2022-12)
Funded ratio
98.5% Jan 1, 2023 reported Form 5500
102.6% (2022-01)
Funding target
$176M Jan 1, 2023 reported Form 5500
$175M (2022-01)
Discount rate
5.15% Jan 1, 2023 reported Form 5500
5.33% (2022-01)
Participants
3,532 Jan 1, 2024 reported Form 5500
3,630 (2023-01) · 3,688 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$171M Dec 31, 2024 reported Form 5500
$11.0M (2023-12) · $12.3M (2022-12)
Net investment income
-$168M Dec 31, 2024 reported Form 5500
$5.1M (2023-12) · -$42.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,532Not disclosedNot disclosedn/a$15.5M$628,978Not disclosedNot disclosed
2023 to Dec 31, 20233,630$179M$176M98.5%$184M$727,010Not disclosedNot disclosed
2022 to Dec 31, 20223,688$221M$175M102.6%$179M$1.8MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+13 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, managers.

Record history

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Consultant changed
    2024-12-31source
  • Consultant changed
    2023-12-31source

+4 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

+7 connections on the graph

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