This allocator's name, 15 more commitments and 7 more dated events
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Corporate pension in Arizona
Corporate pension, based in Globe, Arizona, reporting $9.1M in assets, for 222 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $9.1M
- Funded ratio
- 96.3%
- Fund commitments
- 9
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Prudential Short-Term3 commitments
- Large Cap Value/wellington2 commitments
- Mid Cap Value/integrity2 commitments
- Empower Annuity Insurance Company8 commitments
- Prudential2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 100.0%
- Empower Actuarythrough Dec 31, 2022 Form 5500
- Empower Annuity Insurance Company8 rows, latest Dec 31, 2024
- Prudential2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Companyplan years
- Prudentialplan years
- Dec 31, 2024Holding endedinference
- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Holding started
- Dec 31, 2023Holding started
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Large Cap Value/wellingtonseparate account | Empower Annuity Insurance Company | Public equity | $828,155 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mid Cap Value/integrityseparate account | Empower Annuity Insurance Company | Pooled vehicles | $493,302 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Intl Bld II Fd (mngd by Mfs)separate account | Empower Annuity Insurance Company | Pooled vehicles | $569,155 held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 222 | $9.2M | $10.2M | 96.3% | $9.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 231 | $9.2M | $10.7M | 93.9% | $9.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 232 | $11.7M | $10.6M | 105.0% | $9.2M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 $53,680 PY2024
- Large Cap Value/wellington Sched. D P $828,155 PY2024
- Largecapgrowth/mfs Fund Sched. D P $1.2M PY2024
+31 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+9 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
+4 connections on the graph
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