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This allocator's name and 1 more dated event

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Corporate pension in Wisconsin

Corporate pension· Kenosha, Wisconsin

Corporate pension, based in Kenosha, Wisconsin, reporting $155M in assets, for 3,009 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $155M
Funded ratio: 103.9%
Managers: 1

Open searches Allocation policy Managers

As of 2024-12-31 · 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 2024, Manager relationship ended.

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

Corporate pension

Assets

$155M

Total assets, Dec 31, 2024 reported

Funded

103.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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)

Master trust investment accounts 100.0%

Consultants and advisers

2 firms

Mercer Investment adviser (plan)Actuarythrough Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500

People

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

Manager roster

9 managers on Schedule C

From Schedule C (investment management, code 28)

Blackrock Institutional Trust Compaplan years 2024
Blackrockplan years 2022, 2023
Acadianplan years 2023

+6 more Schedule C managers

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

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

What changed

6 events

Dec 31, 2024Manager relationship endedinference
with Acadian Asset Management Headquarteaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Acadianaskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Acadianaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 15 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

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

33 readings

Total assets

$155M Dec 31, 2024 reported Form 5500

$158M (2023-12) · $149M (2022-12)

Plan assets

$158M Jan 1, 2024 reported Form 5500

$149M (2023-01) · $205M (2022-01)

Net assets

$155M Dec 31, 2024 reported Form 5500

$158M (2023-12) · $149M (2022-12)

Funded ratio

103.9% Jan 1, 2024 reported Form 5500

101.0% (2023-01) · 116.5% (2022-01)

Funding target

$131M Jan 1, 2024 reported Form 5500

$134M (2023-01) · $133M (2022-01)

Discount rate

5.07% Jan 1, 2024 reported Form 5500

5.19% (2023-01) · 5.35% (2022-01)

Participants

3,009 Jan 1, 2024 reported Form 5500

3,028 (2023-01) · 2,999 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$9.9M Dec 31, 2024 reported Form 5500

$9.9M (2023-12) · $9.8M (2022-12)

Net investment income

-$2.8M Dec 31, 2024 reported Form 5500

$8.6M (2023-12) · -$55.2M (2022-12)

Investment management fees

$291,686 Dec 31, 2024 reported Form 5500

$413,028 (2023-12) · $393,258 (2022-12)

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 Dec 31, 2024	3,009	$158M	$131M	103.9%	$155M	Not disclosed	$155M	Not disclosed
2023 to Dec 31, 2023	3,028	$149M	$134M	101.0%	$158M	Not disclosed	$158M	Not disclosed
2022 to Dec 31, 2022	2,999	$205M	$133M	116.5%	$149M	Not disclosed	$149M	Not disclosed

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

Mercer codes 11 15 17 50 $364,715 PY2024
Nisa Investment Advisors LLC codes 28 51 $108,281 PY2024
William Blair Funds codes 28 51 $54,657 PY2024

+34 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 15, 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: fund commitments.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
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

every published relationship on the graph

+14 connections on the graph

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