This allocator's name and 1 more commitment
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Corporate pension in Pennsylvania
Corporate pension, based in Bloomsburg, Pennsylvania, reporting $39.4M in assets, for 628 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $39.4M
- Funded ratio
- 125.5%
- Fund commitments
- 2
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Massmutual Mid Cap Growth I2 commitments
- Fidelity 500 Index2 commitments
- Vanguard1 commitment
- Fidelity Investments1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Registered investment companies 100.0%
- Prime Capital Investment Advis Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Vanguard1 row, latest Dec 31, 2024
- Fidelity Investments1 row, latest Dec 31, 2023
- Vanguardplan years
- Fidelity Investmentsplan years
- American Centuryplan years 2022
+5 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.
- Jan 1, 2024Funded status changeddown 6 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$5.1Maskebsa.dol.gov
- Dec 31, 2023Assets changed$5.1Maskebsa.dol.gov
- Jan 1, 2023Funded status changed3 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fidelity 500 Indexseparate account | Vanguard | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 628 | $36.2M | $24.8M | 125.5% | $39.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 605 | $31.1M | $22.5M | 131.3% | $36.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 592 | $33.3M | $19.9M | 128.7% | $31.2M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 64 $226,885 PY2024
- Prime Capital Investment Advisors codes 27 $109,484 PY2024
- Massmutual Mid Cap Growth I Sched. D P $1.2M PY2024
+61 more service providers
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Provenance
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2024-01-01source
+1 more change 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
+11 connections on the graph
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