This allocator's name and 20 more commitments

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Corporate pension in Utah

Corporate pension· Ogden, Utah

Corporate pension, based in Ogden, Utah, reporting $194M in assets, for 1,940 participants.

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

Assets
$194M
Funded ratio
84.3%
Fund commitments
9
Managers
1
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Commitments (9)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, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Utah
Funds committed to
All 9
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$194M
Total assets, Dec 31, 2024 reported
Funded
84.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
9
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 99.1%
  • Registered investment companies 0.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
23 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Investments, Inc.Cash$97,742 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ntcc Long Corporate Fd Febtcollective trustNorthern Trust Investments, IncorporatedPooled vehicles$63.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ntcc Collective Small Cap Fund Febtcollective trustNorthern Trust Investments, IncorporatedPublic equity$5.2M heldDisclosed holdingaskebsa.dol.gov

+20 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
27 readings
Total assets
$194M Dec 31, 2024 reported Form 5500
$204M (2023-12) · $201M (2022-12)
Plan assets
$204M Jan 1, 2024 reported Form 5500
$201M (2023-01) · $343M (2022-01)
Net assets
$194M Dec 31, 2024 reported Form 5500
$204M (2023-12) · $201M (2022-12)
Funded ratio
84.3% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 120.0% (2022-01)
Funding target
$216M Jan 1, 2024 reported Form 5500
$221M (2023-01) · $249M (2022-01)
Discount rate
5.24% Jan 1, 2024 reported Form 5500
5.34% (2023-01) · 5.52% (2022-01)
Participants
1,940 Jan 1, 2024 reported Form 5500
2,064 (2023-01) · 2,276 (2022-01)
Benefits paid
$14.4M Dec 31, 2024 reported Form 5500
$20.8M (2023-12) · $67.6M (2022-12)
Net investment income
-$10.9M Dec 31, 2024 reported Form 5500
$3.8M (2023-12) · -$143M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,940$204M$216M84.3%$194MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,064$201M$221M80.0%$204MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,276$343M$249M120.0%$201MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • National Financial Services codes 33 71 PY2024
  • Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 PY2024
  • NT Collective Short Term Invest Fun Sched. D C $97,742 PY2024

+29 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.

Record history

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Funded status changed
    2023-01-01source

+2 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

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+4 connections on the graph

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