DFX Intelligence

This allocator's name and 1 more adviser

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Corporate pension in Connecticut

Corporate pension· Stamford, Connecticut

Corporate pension, based in Stamford, Connecticut, reporting $171M in assets, for 2,516 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $171M
Funded ratio: 86.9%
Managers: 1

Open searches Allocation policy Managers

As of 2024-01-01 · 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: 1 Jan 2024, Funded status changed.

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

Corporate pension

Assets

$171M

Total assets, Dec 31, 2024 reported

Funded

86.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager 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 3.0%
Corporate debt instruments (other) 9.4%
Corporate debt instruments (preferred) 9.2%
U.S. Government securities 29.1%
Other investments 19.1%
Registered investment companies 2.5%
Common stock 27.1%

Consultants and advisers

4 firms

Newport Group, Inc General consultantthrough Dec 31, 2022 Form 5500
Aon Actuarythrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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

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

People

No investment staff or executives have been read for this allocator yet.

Manager roster

11 managers on Schedule C

From Schedule C (investment management, code 28)

Earnest Partnersplan years 2024
Causewayplan years 2023
Mfsplan years 2022

+8 more Schedule C managers

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

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

What changed

4 events

Jan 1, 2024Funded status changed
7 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Newport Group, Incaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 17 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $157Maskebsa.dol.gov

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

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

32 readings

Total assets

$171M Dec 31, 2024 reported Form 5500

$175M (2023-12) · $175M (2022-12)

Plan assets

$175M Jan 1, 2024 reported Form 5500

$180M (2023-01) · $337M (2022-01)

Net assets

$171M Dec 31, 2024 reported Form 5500

$175M (2023-12) · $180M (2022-12)

Funded ratio

86.9% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 97.4% (2022-01)

Funding target

$199M Jan 1, 2024 reported Form 5500

$216M (2023-01) · $296M (2022-01)

Discount rate

5.06% Jan 1, 2024 reported Form 5500

5.18% (2023-01) · 5.33% (2022-01)

Participants

2,516 Jan 1, 2024 reported Form 5500

2,611 (2023-01) · 5,652 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$15.8M Dec 31, 2024 reported Form 5500

$24.5M (2023-12) · $29.4M (2022-12)

Net investment income

-$4.3M Dec 31, 2024 reported Form 5500

-$4.4M (2023-12) · -$157M (2022-12)

Investment management fees

$277,363 Dec 31, 2024 reported Form 5500

$280,721 (2023-12)

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 Dec 31, 2024	2,516	$175M	$199M	86.9%	$171M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,611	$180M	$216M	80.0%	$175M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	5,652	$337M	$296M	97.4%	$175M	Not disclosed	Not disclosed	Not disclosed

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

Willis Towers Watson US LLC codes 11 15 $508,946 PY2024
Bank of America codes 25 $428,396 PY2024
Blackrock codes 51 $125,897 PY2024

+41 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 15, 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: fund commitments.

Record history

4 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Consultant changed
2023-12-31source

+1 more change 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

+16 connections on the graph

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