DFX Intelligence

This allocator's name, 1 more adviser, 7 more commitments and 2 more dated events

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 Delaware

Corporate pension· Wilmington, Delaware

Corporate pension, based in Wilmington, Delaware, reporting $42.6M in assets, for 899 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: $42.6M
Funded ratio: 104.3%
Fund commitments: 4
Managers: 1

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

Commitments (4)Allocation policy Managers

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, Changed investment consultant to Cbiz.

Capital path

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

Corporate pension in Delaware

Funds committed to

GS Ct Inter Duration Credit Fund3 commitments
GS Ct Long Duration Credit Fund3 commitments
AB Glbl Strat Core Eqt Col Tst2 commitments

All 4

Managers

Goldman Sachs Trust Company8 commitments
Alliancebernstein L.P.2 commitments

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

Corporate pension

Assets

$42.6M

Total assets, Dec 31, 2024 reported

Funded

104.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.3%
Common/collective trusts 98.7%

Consultants and advisers

4 firms

Cbiz Investment adviser (plan)through Dec 31, 2023 Form 5500
Aon Actuarythrough Dec 31, 2022 Form 5500
Bank of New York Mellon Custodianthrough 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

2 managers on the commitment tape

From the plan’s own commitment disclosures

Goldman Sachs Trust Company8 rows, latest Dec 31, 2024
Alliancebernstein L.P.2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Alliancebernstein L.P.plan years
Goldman Sachs Asset Managementplan years 2022

What changed

7 events

Dec 31, 2024Holding endedinference
with Goldman Sachs Trust Company$1.5Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with AB Glbl Strat Core Eqt Col Tst$8.8Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Cbizaskebsa.dol.gov
Jan 1, 2024Funded status changed
10 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Cbizaskebsa.dol.gov

+2 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

10 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	GS Ct Inter Duration Credit Fundcollective trust	Goldman Sachs Trust Company	Private credit	$24.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	GS Ct Long Duration Credit Fundcollective trust	Goldman Sachs Trust Company	Private credit	$17.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AB Glbl Strat Core Eqt Col Tstcollective trust	Alliancebernstein L.P.	Pooled vehicles	$8.8M held	Disclosed holding	askebsa.dol.gov

+7 more commitments

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

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Size and funding

33 readings

Total assets

$42.6M Dec 31, 2024 reported Form 5500

$44.2M (2023-12) · $43.4M (2022-12)

Plan assets

$46.7M Jan 1, 2024 reported Form 5500

$43.4M (2023-01) · $61.3M (2022-01)

Net assets

$41.9M Dec 31, 2024 reported Form 5500

$44.2M (2023-12) · $43.3M (2022-12)

Funded ratio

104.3% Jan 1, 2024 reported Form 5500

94.0% (2023-01) · 108.9% (2022-01)

Funding target

$46.1M Jan 1, 2024 reported Form 5500

$50.0M (2023-01) · $53.2M (2022-01)

Discount rate

5.09% Jan 1, 2024 reported Form 5500

5.07% (2023-01) · 5.24% (2022-01)

Participants

899 Jan 1, 2024 reported Form 5500

924 (2023-01) · 1,413 (2022-01)

Contributions

$2.5M Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · $0 (2022-12)

Benefits paid

$4.9M Dec 31, 2024 reported Form 5500

$4.9M (2023-12) · $6.4M (2022-12)

Net investment income

-$2.3M Dec 31, 2024 reported Form 5500

$894,993 (2023-12) · -$17.9M (2022-12)

Investment management fees

$87,942 Dec 31, 2024 reported Form 5500

$67,803 (2023-12) · $74,883 (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	899	$46.7M	$46.1M	104.3%	$42.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	924	$43.4M	$50.0M	94.0%	$44.2M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,413	$61.3M	$53.2M	108.9%	$43.4M	Not disclosed	Not disclosed	Not disclosed

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

AON Consulting Inc. codes 11 13 50 65 $656,068 PY2024
Goldman Sachs Asset Management codes 28 50 51 $87,942 PY2024
Morgan Lewis & Bockius LLP codes 29 50 $79,612 PY2024

+28 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.

Capital chain

This record sits on 8 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to managerAllocator to credit manager to facility to borrower

DFX traced 8 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

7 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source

+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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