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This allocator's name

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Corporate pension in Hawaii

Corporate pension· Honolulu, Hawaii

Corporate pension, based in Honolulu, Hawaii, reporting $3.2M in assets, for 108 participants.

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

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $3.2M
Funded ratio: 100.2%
Fund commitments: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy

As of 2023-12-31 · 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: 31 Dec 2023, Changed investment consultant to October Three Consulting LLC.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Hawaii

Funds committed to

Short Term1 commitment

Managers

Prudential Insurance Company of Ame1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$3.2M

Total assets, Dec 31, 2023 reported

Funded

100.2%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2023

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 100.0%

Consultants and advisers

2 firms

October Three Consulting LLC Pension consultantthrough Dec 31, 2022 Form 5500
Suemori & Inouye, Inc. Actuarythrough Dec 31, 2022 Form 5500

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

Prudential Insurance Company of Ame1 row, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Prudential Insurance Company of Ameplan years 2022
Pgim Quantitative Solutions LLCplan years 2022

What changed

5 events

Dec 31, 2023Consultant changedinference
with October Three Consulting LLCaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Pgim Quantitative Solutions LLCaskebsa.dol.gov
Dec 31, 2023Assets changed
down $7.4Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 14 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $16.4Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

1 row, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2022	Short Termseparate account	Prudential Insurance Company of Ame	Cash	$220,552 held		Disclosed holding	askebsa.dol.gov

Size and funding

22 readings

Total assets

$3.2M Dec 31, 2023 reported Form 5500

$10.6M (2022-12)

Plan assets

$10.5M Jan 1, 2023 reported Form 5500

$26.9M (2022-01)

Net assets

$3.2M Dec 31, 2023 reported Form 5500

$10.5M (2022-12)

Funded ratio

100.2% Jan 1, 2023 reported Form 5500

114.2% (2022-01)

Funding target

$9.7M Jan 1, 2023 reported Form 5500

$22.8M (2022-01)

Discount rate

5.41% Jan 1, 2023 reported Form 5500

5.46% (2022-01)

Participants

108 Jan 1, 2023 reported Form 5500

164 (2022-01)

Contributions

$0 Dec 31, 2023 reported Form 5500

$320,000 (2022-12)

Benefits paid

$7.6M Dec 31, 2023 reported Form 5500

$14.9M (2022-12)

Net investment income

-$7.3M Dec 31, 2023 reported Form 5500

-$16.4M (2022-12)

Investment management fees

$18,610 Dec 31, 2023 reported Form 5500

$108,506 (2022-12)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Dec 31, 2023	108	$10.5M	$9.7M	100.2%	$3.2M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	164	$26.9M	$22.8M	114.2%	$10.6M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Prudential Insurance Co. codes 28 99 $6,623 PY2023
Short Term Sched. D P PY2023
Suemori & Inouye, Inc. codes 11 PY2023

+5 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 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.

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Record history

5 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Consultant changed
2023-12-31source
Manager relationship ended
2023-12-31source

+2 more changes on this record's ledger

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

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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