This allocator's name, 7 more advisers, 2 more managers, 18 more commitments and 11 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in Florida
Corporate pension, based in Orlando, Florida, reporting $532M in assets, for 7,978 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $532M
- Funded ratio
- 84.9%
- Fund commitments
- 10
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Alight Solutions LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Eafe Equity Index Fund3 commitments
- Schroder Emerging Markets Fund3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- State Street Global Advisors Trust Company7 commitments
- Blackrock Institutional Trust Company, N.A.5 commitments
- Northern Trust Investments, Inc.4 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Corporate debt instruments (other) 44.7%
- U.S. Government securities 3.8%
- Common/collective trusts 38.0%
- Registered investment companies 10.3%
- Common stock 2.4%
- Mercer General consultantthrough Dec 31, 2023 Form 5500
- Towers Watson Investment Service General consultantthrough Dec 31, 2022 Form 5500
- Dopkins and Company, LLP General consultantthrough Dec 31, 2022 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company7 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.4 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Champlain Investment Partners LLCplan years 2022
+5 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Consultant changedinferencewith Alight Solutions LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Jpmorgan Chase Bank, N.A.askebsa.dol.gov
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Eafe Equity Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $16.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Schroder Emerging Markets Fundcollective trust | Schroder | Public equity | $10.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $21.3M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 7,978 | $560M | $563M | 84.9% | $532M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 8,223 | $556M | $585M | 80.0% | $564M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,519 | $729M | $590M | 97.8% | $559M | Not disclosed | Not disclosed | Not disclosed |
- Alight Solutions LLC codes 15 50 99 $512,328 PY2024
- Nepc codes 16 50 $223,766 PY2024
- The Bank of New York Mellon codes 19 21 50 $212,039 PY2024
+60 more service providers
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Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+13 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
every published relationship on the graph
+19 connections on the graph
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