This allocator's name, 1 more adviser, 4 more commitments and 1 more dated event

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Corporate pension in West Virginia

Corporate pension· Huntington, West Virginia

Corporate pension, based in Huntington, West Virginia, for 1,523 participants.

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

Funded ratio
93.2%
Fund commitments
4
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Commitments (4)Allocation policy
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 UBS Financial Services Inc.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in West Virginia
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 31, 2024 reported
Funded
93.2%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
4
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Corporate debt instruments (other) 8.4%
  • U.S. Government securities 17.7%
  • Pooled separate accounts 46.1%
  • Registered investment companies 5.6%
  • Common stock 20.1%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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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
What changed
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
7 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Principal Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$5.6M heldDisclosed holdingaskebsa.dol.gov

+4 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
29 readings
Total assets
$0 Dec 31, 2024 reported Form 5500
$184M (2023-12) · $171M (2022-12)
Plan assets
$171M Jan 1, 2023 reported Form 5500
$222M (2022-01)
Net assets
$0 Dec 31, 2024 reported Form 5500
$184M (2023-12) · $171M (2022-12)
Funded ratio
93.2% Jan 1, 2023 reported Form 5500
106.2% (2022-01)
Funding target
$202M Jan 1, 2023 reported Form 5500
$195M (2022-01)
Discount rate
5.31% Jan 1, 2023 reported Form 5500
5.49% (2022-01)
Participants
1,523 Jan 1, 2024 reported Form 5500
1,690 (2023-01) · 1,701 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$1.8M (2023-12) · $422,933 (2022-12)
Benefits paid
$4.1M Dec 31, 2024 reported Form 5500
$16.1M (2023-12) · $9.6M (2022-12)
Net investment income
$724,607 Dec 31, 2024 reported Form 5500
$12.7M (2023-12) · -$50.7M (2022-12)
Investment management fees
$229,599 Dec 31, 2024 reported Form 5500
$304,590 (2023-12) · $354,739 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,523Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,690$171M$202M93.2%$184MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,701$222M$195M106.2%$171MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+20 more service providers

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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.

Not yet on record: assets, managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

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

+3 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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+5 connections on the graph

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