DFX Intelligence

This allocator's name and 3 more advisers

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Corporate pension in Connecticut

Corporate pension· NEW Britain, Connecticut

Corporate pension, based in NEW Britain, Connecticut, reporting $112M in assets, for 3,407 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $112M
Funded ratio: 91.2%
Managers: 1

Open searches Allocation policy Consultants

Managers

As of 2024-12-31 · 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.

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

Corporate pension

Assets

$112M

Total assets, Dec 31, 2024 reported

Funded

91.2%

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)

Master trust investment accounts 98.0%

Consultants and advisers

6 firms

Rocaton General consultantthrough Dec 31, 2024 Form 5500
USI Consulting Group General consultantthrough Dec 31, 2023 Form 5500
Fiondella, Milone & Lasaracina LLP Actuarythrough Dec 31, 2024 Form 5500

+3 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

9 managers on Schedule C

From Schedule C (investment management, code 28)

Goldman Sachsplan years 2024
State Street Global Advisorsplan years 2023
Barrow Hanley Mewhinney & Straussplan years 2022

+6 more Schedule C managers

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

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What changed

5 events

Dec 31, 2024Manager relationship started
with Goldman Sachsaskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with USI Consulting Groupaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 20 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $37.9Maskebsa.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

31 readings

Total assets

$112M Dec 31, 2024 reported Form 5500

$117M (2023-12) · $113M (2022-12)

Plan assets

$117M Jan 1, 2024 reported Form 5500

$113M (2023-01) · $150M (2022-01)

Net assets

$112M Dec 31, 2024 reported Form 5500

$117M (2023-12) · $113M (2022-12)

Funded ratio

91.2% Jan 1, 2024 reported Form 5500

87.8% (2023-01) · 108.0% (2022-01)

Funding target

$120M Jan 1, 2024 reported Form 5500

$124M (2023-01) · $120M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.25% (2023-01) · 5.42% (2022-01)

Participants

3,407 Jan 1, 2024 reported Form 5500

3,477 (2023-01) · 3,505 (2022-01)

Contributions

$2.2M Dec 31, 2024 reported Form 5500

$2.8M (2023-12) · $2.9M (2022-12)

Benefits paid

$8.6M Dec 31, 2024 reported Form 5500

$8.3M (2023-12) · $8.7M (2022-12)

Net investment income

-$4.9M Dec 31, 2024 reported Form 5500

$4.3M (2023-12) · -$37.8M (2022-12)

Investment management fees

$21,446 Dec 31, 2022 reported Form 5500

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	3,407	$117M	$120M	91.2%	$112M	Not disclosed	$110M	Not disclosed
2023 to Dec 31, 2023	3,477	$113M	$124M	87.8%	$117M	Not disclosed	$114M	Not disclosed
2022 to Dec 31, 2022	3,505	$150M	$120M	108.0%	$113M	Not disclosed	$110M	Not disclosed

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

Principal Life Insurance Company codes 15 $175,444 PY2024
Willis Towers Watson codes 11 $157,028 PY2024
Nisa Investment Advisors codes 28 $64,910 PY2024

+43 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 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

5 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

+2 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

+16 connections on the graph

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