This allocator's name

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Corporate pension in Ohio

Corporate pension· Cincinnati, Ohio

Corporate pension, based in Cincinnati, Ohio, reporting $20.0M in assets, for 2,327 participants.

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

Assets
$20.0M
Open searchesAllocation 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: 30 Nov 2024, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$20.0M
Total assets, Nov 30, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 33.3%
  • Other investments 58.4%
  • Partnership/joint venture interests 0.0%
  • Real estate (other than employer real property) 8.2%
Consultants and advisers
3 firms
  • Nepc, LLC Pension consultantthrough Nov 30, 2023 Form 5500
  • Aon Actuarythrough Nov 30, 2023 Form 5500
  • Northern Trust Co. Trusteethrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
2 events
  • Nov 30, 2024Assets changed
    down $90.6Maskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with UBS Global Asset Management (US)askebsa.dol.gov
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
14 readings
Total assets
$20.0M Nov 30, 2024 reported Form 5500
$111M (2023-11)
Net assets
$20.0M Nov 30, 2024 reported Form 5500
$110M (2023-11)
Participants
2,327 Dec 1, 2023 reported Form 5500
6,087 (2022-12)
Contributions
$11.1M Nov 30, 2024 reported Form 5500
$0 (2023-11)
Benefits paid
$101M Nov 30, 2024 reported Form 5500
$182M (2023-11)
Net investment income
-$89.5M Nov 30, 2024 reported Form 5500
-$179M (2023-11)
Investment management fees
$181,351 Nov 30, 2024 reported Form 5500
$392,327 (2023-11)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 20242,327Not disclosedNot disclosedn/a$20.0M$1,220Not disclosed$1.6M
2022 to Nov 30, 20236,087Not disclosedNot disclosedn/a$111M$447,600Not disclosed$1.9M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+19 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 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: funded ratio, fund commitments, managers.

Record history

2 dated events on the change ledger, latest first
  • Manager relationship ended
    2023-12-31source
  • Total assets changed
    2024-11-30source

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

+8 connections on the graph

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