This allocator's name and 33 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in Massachusetts
Corporate pension, based in Peabody, Massachusetts, reporting $12.1M in assets, for 118 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $12.1M
- Funded ratio
- 109.1%
- Fund commitments
- 12
- 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- Large Cap Value/wellington3 commitments
- Core Bond / Pgim Fund3 commitments
- Large Cp Growth II Fd(ab)3 commitments
- Empower Annuity Insurance Company12 commitments
- Dryden Capital, LLC2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Insurance company general account 7.1%
- Pooled separate accounts 92.9%
- Empower Actuarythrough Dec 31, 2022 Form 5500
- Empower Annuity Insurance Company12 rows, latest Dec 31, 2024
- Dryden Capital, LLC2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Companyplan years
- Dryden Capital, LLCplan years
- Global Portfolio Strategies, Inc.plan years 2022
- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Global Portfolio Strategies, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changeddown 18 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $4.2Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Large Cap Value/wellingtonseparate account | Empower Annuity Insurance Company | Public equity | $333,090 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Core Bond / Pgim Fundseparate account | Empower Annuity Insurance Company | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cp Growth II Fd(ab)separate account | Empower Annuity Insurance Company | Pooled vehicles | $354,133 held | Disclosed holding | askebsa.dol.gov |
+33 more commitments
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 | 118 | $12.9M | $12.3M | 109.1% | $12.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 120 | $12.8M | $12.8M | 106.8% | $12.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 122 | $17.0M | $13.0M | 125.2% | $12.8M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 $30,700 PY2024
- Empower Capial Management, LLC codes 13 $16,758 PY2024
- Private Placement Sa-30 Sched. D P $1.3M PY2024
+42 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship ended2023-12-31source
+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
+5 connections on the graph
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