This allocator's name and 3 more commitments

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Corporate pension in Ohio

Corporate pension· Bryan, Ohio

Corporate pension, based in Bryan, Ohio, reporting $18.8M in assets, for 152 participants.

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

Assets
$18.8M
Funded ratio
105.9%
Fund commitments
2
Managers
1
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Commitments (2)Allocation policyManagers
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 Dec 2024, Changed investment consultant to Lincoln Financial Advs Corp.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Ohio
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$18.8M
Total assets, Dec 31, 2024 reported
Funded
105.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
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)
  • Common/collective trusts 95.9%
  • Pooled separate accounts 0.1%
  • Registered investment companies 1.3%
Consultants and advisers
2 firms
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
From Schedule C (investment management, code 28)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024West Asset Long Dur Credit R1collective trustWestern Asset Mgmt Company, LLCPrivate credit$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$10,914 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023West Asset Long Dur Credit R1collective trustWestern Asset Mgmt Company, LLCPrivate credit$20.1M heldDisclosed holdingaskebsa.dol.gov

+3 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
30 readings
Total assets
$18.8M Dec 31, 2024 reported Form 5500
$20.3M (2023-12) · $20.2M (2022-12)
Plan assets
$20.3M Jan 1, 2024 reported Form 5500
$20.2M (2023-01) · $28.5M (2022-01)
Net assets
$18.8M Dec 31, 2024 reported Form 5500
$20.3M (2023-12) · $20.2M (2022-12)
Funded ratio
105.9% Jan 1, 2024 reported Form 5500
104.2% (2023-01) · 133.5% (2022-01)
Funding target
$19.9M Jan 1, 2024 reported Form 5500
$20.2M (2023-01) · $20.1M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.41% (2022-01)
Participants
152 Jan 1, 2024 reported Form 5500
154 (2023-01) · 155 (2022-01)
Contributions
$500,000 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.5M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.4M (2022-12)
Net investment income
-$1.5M Dec 31, 2024 reported Form 5500
$133,436 (2023-12) · -$8.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024152$20.3M$19.9M105.9%$18.8MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023154$20.2M$20.2M104.2%$20.3MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022155$28.5M$20.1M133.5%$20.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $126,651 PY2024
  • Lincoln Financial Advs Corp codes 27 99 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $10,914 PY2024

+11 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 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 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

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

+1 more change 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

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+4 connections on the graph

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