This allocator's name, 2 more advisers, 1 more commitment and 3 more dated events

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Corporate pension in Florida

Corporate pension· Tampa, Florida

Corporate pension, based in Tampa, Florida, reporting $21.0M in assets, for 140 participants.

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

Assets
$21.0M
Funded ratio
237.5%
Fund commitments
2
Open searchesSimilar plans, same strategyCommitments (2)
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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. Last change: 1 Jan 2025, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Florida
Funds committed to
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$21.0M
Total assets, Dec 31, 2025 reported
Funded
237.5%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
2
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
8 events

+3 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Trustee Retirement Pension Fundcollective trustGreat Gray Trust Company, LLCPooled vehicles$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Trustee Retirement Pension Fundcollective trustGreat Gray Trust Company, LLCPooled vehicles$19.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cuna Mutual Retirement Pension Fundcollective trustCollective Inv Funds for Cuna Mutual Insurance SocietyPooled vehicles$18.0M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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Size and funding
44 readings
Total assets
$21.0M Dec 31, 2025 reported Form 5500
$19.2M (2024-12) · $18.0M (2023-12) · $16.1M (2022-12)
Plan assets
$19.2M Jan 1, 2025 reported Form 5500
$18.0M (2024-01) · $16.1M (2023-01) · $19.7M (2022-01)
Net assets
$21.0M Dec 31, 2025 reported Form 5500
$19.2M (2024-12) · $18.0M (2023-12) · $16.1M (2022-12)
Funded ratio
237.5% Jan 1, 2025 reported Form 5500
228.3% (2024-01) · 215.1% (2023-01) · 281.1% (2022-01)
Funding target
$7.7M Jan 1, 2025 reported Form 5500
$7.5M (2024-01) · $7.1M (2023-01) · $6.7M (2022-01)
Discount rate
5.29% Jan 1, 2025 reported Form 5500
5.07% (2024-01) · 5.13% (2023-01) · 5.29% (2022-01)
Participants
140 Jan 1, 2025 reported Form 5500
158 (2024-01) · 164 (2023-01) · 147 (2022-01)
Contributions
$0 Dec 31, 2025 reported Form 5500
$0 (2024-12) · $0 (2023-12) · $0 (2022-12)
Benefits paid
$1.2M Dec 31, 2025 reported Form 5500
$456,265 (2024-12) · $429,249 (2023-12) · $541,922 (2022-12)
Net investment income
$1.8M Dec 31, 2025 reported Form 5500
$1.2M (2024-12) · $1.9M (2023-12) · -$3.6M (2022-12)
Investment management fees
$3,231 Dec 31, 2025 reported Form 5500
$2,649 (2024-12) · $3,075 (2023-12) · $2,250 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025140$19.2M$7.7M237.5%$21.0MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024158$18.0M$7.5M228.3%$19.2MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023164$16.1M$7.1M215.1%$18.0MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022147$19.7M$6.7M281.1%$16.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+14 more service providers

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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 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.

Record history

8 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Funded status changed
    2023-01-01source

+5 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

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+6 connections on the graph

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