DFX Intelligence

This allocator's name, 1 more adviser and 1 more dated event

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· FT Lauderdale, Florida

Corporate pension, based in FT Lauderdale, Florida, for 321 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

Funded ratio: 66.6%
Fund commitments: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy Consultants

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, Changed investment consultant to Creative Planning.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Florida

Funds committed to

Prin Liquid Assets Sep Acct-Z3 commitments

Managers

Principal3 commitments

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

Corporate pension

Assets

not established

Total assets, Jul 7, 2025 reported

Funded

66.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.1%
Corporate debt instruments (other) 59.6%
U.S. Government securities 30.8%
Other investments 4.1%
Pooled separate accounts 1.5%

Consultants and advisers

4 firms

Ameriprise Financial, Inc Investment adviser (plan)through Jul 7, 2025 Form 5500
Creative Planning Investment adviser (plan)through Jul 7, 2025 Form 5500
State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

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

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Principal3 rows, latest Dec 31, 2024

What changed

6 events

Dec 31, 2025Consultant changedinference
with Creative Planningaskebsa.dol.gov
Dec 31, 2025Consultant changedinference
with Ameriprise Financial, Incaskebsa.dol.gov
Jul 7, 2025Assets changed
down $27.5Maskebsa.dol.gov
Jan 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 9 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

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$404,984 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$573,938 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$361,314 held	Disclosed holding	askebsa.dol.gov

Size and funding

37 readings

Total assets

$0 Jul 7, 2025 reported Form 5500

$27.5M (2024-12) · $29.6M (2023-12) · $28.9M (2022-12)

Plan assets

$29.6M Jan 1, 2024 reported Form 5500

$28.8M (2023-01) · $36.5M (2022-01)

Net assets

$0 Jul 7, 2025 reported Form 5500

$27.5M (2024-12) · $29.6M (2023-12) · $28.9M (2022-12)

Funded ratio

66.6% Jan 1, 2024 reported Form 5500

69.4% (2023-01) · 78.6% (2022-01)

Funding target

$27.7M Jan 1, 2024 reported Form 5500

$28.8M (2023-01) · $29.0M (2022-01)

Discount rate

5.05% Jan 1, 2024 reported Form 5500

5.19% (2023-01) · 5.35% (2022-01)

Participants

321 Jan 1, 2025 reported Form 5500

326 (2024-01) · 339 (2023-01) · 345 (2022-01)

Contributions

$301,536 Jul 7, 2025 reported Form 5500

$0 (2024-12) · $0 (2023-12) · $1.1M (2022-12)

Benefits paid

$27.8M Jul 7, 2025 reported Form 5500

$2.0M (2024-12) · $2.1M (2023-12) · $2.1M (2022-12)

Net investment income

-$27.5M Jul 7, 2025 reported Form 5500

-$2.2M (2024-12) · $762,461 (2023-12) · -$7.6M (2022-12)

Investment management fees

$74,735 Jul 7, 2025 reported Form 5500

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 Jul 7, 2025	321	Not disclosed	Not disclosed	n/a	$0	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	326	$29.6M	$27.7M	66.6%	$27.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	339	$28.8M	$28.8M	69.4%	$29.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	345	$36.5M	$29.0M	78.6%	$28.9M	Not disclosed	Not disclosed	Not disclosed

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

Principal Life Insurance Company codes 13 50 64 $95,252 PY2025
Columbia Management codes 27 50 $39,735 PY2025
Creative Planning codes 27 50 $35,000 PY2025

+12 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: assets, managers.

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.

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

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Consultant changed
2025-12-31source

+3 more changes 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.

›Connections

every published relationship on the graph

+5 connections on the graph

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