This allocator's name and 17 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 Florida
Corporate pension, based in Clewiston, Florida, reporting $30.0M in assets, for 1,316 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $30.0M
- Funded ratio
- 140.2%
- Fund commitments
- 10
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Active Long Corporate Fixed2 commitments
- Mercer US Small/mid Cap Equity Port2 commitments
- Mercer Global Low Volatility Equity2 commitments
- Mercer Investments LLC18 commitments
- State Street Global Advisors Trust2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.7%
- Common/collective trusts 98.9%
- Registered investment companies 0.4%
- Mercer Actuarythrough Dec 31, 2023 Form 5500
- Mercer Investments LLC18 rows, latest Dec 31, 2024
- State Street Global Advisors Trust2 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years
- Mercer Investments LLCplan years 2023
- Principal Spectrum Asset Managementplan years 2023
- Jan 1, 2024Funded status changed40 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | Fixed income | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Investments LLC | Public equity | $608,783 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Investments LLC | Public equity | $301,771 held | Disclosed holding | askebsa.dol.gov |
+17 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,316 | $29.9M | $22.8M | 140.2% | $30.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,348 | $27.7M | $30.3M | 100.5% | $30.1M | Not disclosed | Not disclosed | Not disclosed |
- Principal Financial Group, Inc. codes $29,180 PY2024
- Mercer Investments LLC codes PY2024
- Mercer US Large Cap Core Passive Eq Sched. D C $3.6M PY2024
+23 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
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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 changed2024-01-01source
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.