This allocator's name, 2 more advisers and 3 more commitments

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Corporate pension in Missouri

Corporate pension· ST. Louis, Missouri

Corporate pension, based in ST. Louis, Missouri, for 6,391 participants.

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

Funded ratio
95.2%
Fund commitments
6
Managers
1
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Commitments (6)Allocation policyManagers
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: 31 Dec 2023, Changed investment consultant to Hewitt Associates.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Missouri
Funds committed to
All 6
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
95.2%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2022
Commitments
6
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 14.2%
  • Common/collective trusts 76.9%
  • Pooled separate accounts 1.0%
  • Registered investment companies 7.9%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Long US Credit Corp Bond Indx Nl Fdcollective trustState Street Global Advisors TrustPrivate credit$26.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S&p 500 Flagship Nl Fundcollective trustState Street Global Advisors Trust CompanyPooled vehicles$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Msci Acwi Ex USA Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
21 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$85.6M (2022-12)
Plan assets
$85.6M Jan 1, 2023 reported Form 5500
$102M (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$85.6M (2022-12)
Funded ratio
95.2% Jan 1, 2023 reported Form 5500
107.2% (2022-01)
Funding target
$96.3M Jan 1, 2023 reported Form 5500
$89.1M (2022-01)
Discount rate
5.08% Jan 1, 2023 reported Form 5500
5.20% (2022-01)
Participants
6,391 Jan 1, 2023 reported Form 5500
6,697 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
Benefits paid
$5.5M Dec 31, 2023 reported Form 5500
$5.4M (2022-12)
Net investment income
$67,428 Dec 31, 2023 reported Form 5500
-$15.9M (2022-12)
Investment management fees
$41,484 Dec 31, 2023 reported Form 5500
$207,147 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20236,391$85.6M$96.3M95.2%$0$0Not disclosedNot disclosed
2022 to Dec 31, 20226,697$102M$89.1M107.2%$85.6M$12.2MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+18 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: assets.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2023-01-01source

+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

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+7 connections on the graph

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