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Corporate pension in Connecticut

Corporate pension· Norwalk, Connecticut

Corporate pension, based in Norwalk, Connecticut, reporting $98,913 in assets, for 144 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $98,913
Funded ratio: 63.6%
Managers: 1

Open searches Allocation policy Managers

As of 2025-12-31 · 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 2025, Manager relationship ended.

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

Corporate pension

Assets

$98,913

Total assets, Dec 31, 2025 reported

Funded

63.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2025

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 100.0%
Registered investment companies 0.0%

Consultants and advisers

3 firms

US Bank Trusteethrough Dec 31, 2025 Form 5500
Vanguard Advisors Inc. Trusteethrough Dec 31, 2023 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

2 managers on Schedule C

From Schedule C (investment management, code 28)

Mercer Investments LLCplan years 2025
Vanguard Advisors Inc.plan years 2022

What changed

6 events

Dec 31, 2025Manager relationship endedinference
with Vanguard Advisors Inc.askebsa.dol.gov
Dec 31, 2025Manager relationship started
with US Bankaskebsa.dol.gov
Dec 31, 2025Manager relationship started
with Mercer Investments LLCaskebsa.dol.gov
Dec 31, 2025Assets changed
down $18.7Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 17 pointsaskebsa.dol.gov

+1 more dated event

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

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

40 readings

Total assets

$98,913 Dec 31, 2025 reported Form 5500

$18.8M (2024-12) · $19.1M (2023-12) · $19.0M (2022-12)

Plan assets

$19.1M Jan 1, 2024 reported Form 5500

$19.0M (2023-01) · $24.3M (2022-01)

Net assets

$0 Dec 31, 2025 reported Form 5500

$18.8M (2024-12) · $19.1M (2023-12) · $19.0M (2022-12)

Funded ratio

63.6% Jan 1, 2024 reported Form 5500

65.0% (2023-01) · 82.1% (2022-01)

Funding target

$18.5M Jan 1, 2024 reported Form 5500

$18.8M (2023-01) · $19.1M (2022-01)

Discount rate

5.10% Jan 1, 2024 reported Form 5500

5.17% (2023-01) · 5.34% (2022-01)

Participants

144 Jan 1, 2025 reported Form 5500

150 (2024-01) · 153 (2023-01) · 157 (2022-01)

Contributions

-$998,913 Dec 31, 2025 reported Form 5500

$1.4M (2024-12) · $0 (2023-12) · $1.5M (2022-12)

Benefits paid

$19.2M Dec 31, 2025 reported Form 5500

$1.4M (2024-12) · $1.2M (2023-12) · $1.9M (2022-12)

Net investment income

-$18.8M Dec 31, 2025 reported Form 5500

-$214,941 (2024-12) · $12,665 (2023-12) · -$5.2M (2022-12)

Investment management fees

$39,286 Dec 31, 2025 reported Form 5500

$43,198 (2024-12) · $27,021 (2023-12) · $31,631 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	144	Not disclosed	Not disclosed	n/a	$98,913	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	150	$19.1M	$18.5M	63.6%	$18.8M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	153	$19.0M	$18.8M	65.0%	$19.1M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	157	$24.3M	$19.1M	82.1%	$19.0M	Not disclosed	Not disclosed	Not disclosed

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

Mercer Investments LLC codes 28 51 52 $29,286 PY2025
U.S.BANK National Association codes 21 28 50 51 $10,000 PY2025
Vanguard Advisors Inc. codes 21 28 50 51 $43,198 PY2024

+5 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.

Not yet on record: fund commitments.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship ended
2025-12-31source
Manager relationship started
2025-12-31source

+3 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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