This allocator's name

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Corporate pension in Florida

Corporate pension· Fort Myers, Florida

Corporate pension, based in Fort Myers, Florida, reporting $27.8M in assets, for 873 participants.

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

Assets
$27.8M
Funded ratio
84.8%
Fund commitments
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (1)Allocation policyConsultants
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. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Florida
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$27.8M
Total assets, Oct 31, 2025 reported
Funded
84.8%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2025
Commitments
1
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 2.7%
  • Registered investment companies 96.0%
Consultants and advisers
3 firms
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
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025NT Collective Short Term Investmentcollective trustNorthern Trust Investments, Inc.Cash$762,217 heldDisclosed holdingaskebsa.dol.gov
Size and funding
11 readings
Total assets
$27.8M Oct 31, 2025 reported Form 5500
Plan assets
$26.3M Nov 1, 2024 reported Form 5500
Net assets
$27.8M Oct 31, 2025 reported Form 5500
Funded ratio
84.8% Nov 1, 2024 reported Form 5500
Funding target
$31.1M Nov 1, 2024 reported Form 5500
Discount rate
5.36% Nov 1, 2024 reported Form 5500
Participants
873 Nov 1, 2024 reported Form 5500
Contributions
$949,886 Oct 31, 2025 reported Form 5500
Benefits paid
$2.8M Oct 31, 2025 reported Form 5500
Net investment income
$1.4M Oct 31, 2025 reported Form 5500
Investment management fees
$18,750 Oct 31, 2025 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025873$26.3M$31.1M84.8%$27.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+1 more service provider

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 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: 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.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

›Connections

every published relationship on the graph

+4 connections on the graph

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

Ask DFX