This allocator's name, 2 more managers and 12 more commitments

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Corporate pension in Massachusetts

Corporate pension· Quincy, Massachusetts

Corporate pension, based in Quincy, Massachusetts, reporting $106M in assets, for 520 participants.

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

Assets
$106M
Funded ratio
103.1%
Fund commitments
5
Managers
2
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Commitments (5)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 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Massachusetts
Funds committed to
All 5
Managers
All 5
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$106M
Total assets, Dec 31, 2024 reported
Funded
103.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 18.2%
  • Other investments 1.7%
  • Common/collective trusts 59.3%
  • Registered investment companies 20.6%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures

+2 more managers received commitments

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

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From Schedule C (investment management, code 28)

+2 more Schedule C managers

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

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What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
15 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Axiom Emerging Mkts Equity Fundcollective trustAxiom International InvestorsPublic equity$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nhit Credit Asset Trustcollective trustLoomis Sayles Trust CompanyPrivate credit$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Earnest Partners Smid Cap Core Fundcollective trustEarnest PartnersPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov

+12 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
33 readings
Total assets
$106M Dec 31, 2024 reported Form 5500
$108M (2023-12) · $103M (2022-12)
Plan assets
$108M Jan 1, 2024 reported Form 5500
$103M (2023-01) · $141M (2022-01)
Net assets
$106M Dec 31, 2024 reported Form 5500
$108M (2023-12) · $102M (2022-12)
Funded ratio
103.1% Jan 1, 2024 reported Form 5500
102.0% (2023-01) · 114.5% (2022-01)
Funding target
$104M Jan 1, 2024 reported Form 5500
$103M (2023-01) · $103M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.43% (2022-01)
Participants
520 Jan 1, 2024 reported Form 5500
521 (2023-01) · 572 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $2.8M (2022-12)
Benefits paid
$6.6M Dec 31, 2024 reported Form 5500
$6.4M (2023-12) · $10.5M (2022-12)
Net investment income
-$1.4M Dec 31, 2024 reported Form 5500
$5.4M (2023-12) · -$38.5M (2022-12)
Investment management fees
$221,019 Dec 31, 2024 reported Form 5500
$147,648 (2023-12) · $162,112 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024520$108M$104M103.1%$106MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023521$103M$103M102.0%$108MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022572$141M$103M114.5%$103MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+34 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.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship started
    2024-12-31source

+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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+9 connections on the graph

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