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Corporate pension in Kentucky
Corporate pension· Hazard, Kentucky
Corporate pension, based in Hazard, Kentucky, reporting $53.0M in assets, for 1,010 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $53.0M
- Funded ratio
- 91.2%
- Fund commitments
- 1
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 pathCorporate pension in Kentucky
Funds committed to
- Transamerica Collective Trust Funds3 commitments
Managers
- Transamerica3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$53.0M
Total assets, Jun 30, 2025 reported
Funded
91.2%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
1
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 1.3%
- Insurance company general account 1.6%
- Other investments 73.8%
- Common/collective trusts 2.3%
- Registered investment companies 18.9%
Consultants and advisers
3 firms
- Transamerica Retirement Solutions Actuarythrough Jun 30, 2023 Form 5500
- Aon Actuarythrough Jun 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Jun 30, 2023 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
- Transamerica3 rows, latest Jun 30, 2025
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,010 | $51.7M | $50.8M | 91.2% | $53.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,030 | $50.1M | $53.1M | 90.3% | $51.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,050 | $49.1M | $52.7M | 90.2% | $50.1M | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab Bank codes 15 50 $86,964 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $46,328 PY2024
- AON Consulting, Inc. codes 11 15 38 50 64 $41,463 PY2024
+12 more service providers
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.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.