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Corporate pension in Arizona

Corporate pension· Phoenix, Arizona

Corporate pension, based in Phoenix, Arizona, reporting $9.3M in assets, for 147 participants.

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

As of 2024-05-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $9.3M
Funded ratio: 87.7%
Fund commitments: 1

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

Commitments (1)Allocation policy

As of 2024-05-01 · 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: 1 May 2024, Funded status changed.

Capital path

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

Corporate pension in Arizona

Funds committed to

Blackrock Broad Market Bond Fund3 commitments

Managers

Metropolitan Life Insurance Company3 commitments

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

Corporate pension

Assets

$9.3M

Total assets, Apr 30, 2025 reported

Funded

87.7%

May 1, 2024

Private markets target

no policy read

policy Apr 30, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Apr 30, 2025

Actual allocation lines without a target (as filed)

Corporate debt instruments (other) 22.0%
Corporate debt instruments (preferred) 18.8%
U.S. Government securities 51.3%
Insurance company general account 0.6%
Registered investment companies 3.7%

Consultants and advisers

2 firms

Metropolitan Life Insurance Company Custodianthrough Apr 30, 2023 Form 5500
Milliman, Inc. Actuarythrough Apr 30, 2023 Form 5500

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

Metropolitan Life Insurance Company3 rows, latest Apr 30, 2025

What changed

2 events

May 1, 2024Funded status changed
down 4 pointsaskebsa.dol.gov
May 1, 2023Funded status changed
down 7 pointsaskebsa.dol.gov

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 Apr 30, 2025	Blackrock Broad Market Bond Fundseparate account	Metropolitan Life Insurance Company	Fixed income	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Blackrock Broad Market Bond Fundseparate account	Metropolitan Life Insurance Company	Fixed income	$8.6M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Blackrock Broad Market Bond Fundseparate account	Metropolitan Life Insurance Company	Fixed income	$9.5M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$9.3M Apr 30, 2025 reported Form 5500

$9.5M (2024-04) · $10.4M (2023-04)

Plan assets

$8.6M May 1, 2024 reported Form 5500

$9.5M (2023-05) · $10.4M (2022-05)

Net assets

$8.5M Apr 30, 2025 reported Form 5500

$8.6M (2024-04) · $9.5M (2023-04)

Funded ratio

87.7% May 1, 2024 reported Form 5500

91.8% (2023-05) · 99.0% (2022-05)

Funding target

$7.2M May 1, 2024 reported Form 5500

$7.8M (2023-05) · $8.1M (2022-05)

Discount rate

5.03% May 1, 2024 reported Form 5500

5.09% (2023-05) · 5.25% (2022-05)

Participants

147 May 1, 2024 reported Form 5500

151 (2023-05) · 153 (2022-05)

Contributions

$0 Apr 30, 2025 reported Form 5500

$0 (2024-04) · $0 (2023-04)

Benefits paid

$744,245 Apr 30, 2025 reported Form 5500

$758,562 (2024-04) · $785,340 (2023-04)

Net investment income

-$99,945 Apr 30, 2025 reported Form 5500

-$889,003 (2024-04) · -$870,226 (2023-04)

Investment management fees

$27,325 Apr 30, 2025 reported Form 5500

$27,986 (2024-04) · $29,464 (2023-04)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Apr 30, 2025	147	$8.6M	$7.2M	87.7%	$9.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Apr 30, 2024	151	$9.5M	$7.8M	91.8%	$9.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Apr 30, 2023	153	$10.4M	$8.1M	99.0%	$10.4M	Not disclosed	Not disclosed	Not disclosed

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

Metropolitan Life Insurance Company codes 13 18 23 28 49 50 51 66 99 $55,624 PY2024
Blackrock Broad Market Bond Fund Sched. D P $8.5M PY2024
Milliman, Inc. codes 11 PY2024

+6 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: managers.

Record history

2 dated events on the change ledger, latest first

Funded status changed
2023-05-01source
Funded status changed
2024-05-01source

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

+3 connections on the graph

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