This allocator's name

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Corporate pension in Pennsylvania

Corporate pension· Reading, Pennsylvania

Corporate pension, based in Reading, Pennsylvania, reporting $519,883 in assets, for 498 participants.

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

Assets
$519,883
Funded ratio
109.7%
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 Mar 2025, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$519,883
Total assets, Mar 31, 2025 reported
Funded
109.7%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
4 events
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
32 readings
Total assets
$519,883 Mar 31, 2025 reported Form 5500
$7.4M (2024-03) · $6.9M (2023-03)
Plan assets
$7.4M Apr 1, 2024 reported Form 5500
$6.9M (2023-04) · $8.0M (2022-04)
Net assets
$519,883 Mar 31, 2025 reported Form 5500
$7.4M (2024-03) · $6.9M (2023-03)
Funded ratio
109.7% Apr 1, 2024 reported Form 5500
109.9% (2023-04) · 106.4% (2022-04)
Funding target
$6.5M Apr 1, 2024 reported Form 5500
$6.8M (2023-04) · $6.9M (2022-04)
Discount rate
5.22% Apr 1, 2024 reported Form 5500
5.18% (2023-04) · 5.37% (2022-04)
Participants
498 Apr 1, 2024 reported Form 5500
510 (2023-04) · 529 (2022-04)
Contributions
$0 Mar 31, 2025 reported Form 5500
$0 (2024-03) · $0 (2023-03)
Benefits paid
$6.9M Mar 31, 2025 reported Form 5500
$469,052 (2024-03) · $470,291 (2023-03)
Net investment income
-$6.9M Mar 31, 2025 reported Form 5500
$544,715 (2024-03) · -$1.1M (2023-03)
Investment management fees
$0 Mar 31, 2025 reported Form 5500
$0 (2024-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025498$7.4M$6.5M109.7%$519,883$0$519,883$0
2023 to Mar 31, 2024510$6.9M$6.8M110.0%$7.4M$0$7.4M$0
2022 to Mar 31, 2023529$8.0M$6.9M106.4%$6.9M$0$6.9M$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Conrad Siegel codes 11 15 17 38 49 50 $168,598 PY2024
  • Baker Tilly US, LLP codes 10 $24,675 PY2024
  • Merrill Lynch codes 26 50 $15,998 PY2024

+10 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 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

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-04-01source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2023-04-01source

+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.

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+3 connections on the graph

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