This allocator's name and 3 more commitments

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 Utah

Corporate pension· Salt Lake City, Utah

Corporate pension, based in Salt Lake City, Utah, for 795 participants.

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

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, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Utah
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
not on record
not filed
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)
  • Insurance company general account 4.6%
  • Pooled separate accounts 95.4%
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
1 event
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 Duration Bond/ir&m Fundseparate accountPrudential Retire Ins & Annuity CoFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Core Plus Bond / Pgim Fundseparate accountPrudential Retire Ins & Annuity CoFixed income$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Core Bond Enhanced Index/pgimseparate accountPrudential Retire Ins & Annuity CoFixed income$13.8M heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

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

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

Size and funding
13 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$86.3M (2022-12)
Net assets
$0 Dec 31, 2023 reported Form 5500
$86.3M (2022-12)
Participants
795 Jan 1, 2023 reported Form 5500
839 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$86.5M Dec 31, 2023 reported Form 5500
$8.8M (2022-12)
Net investment income
-$86.3M Dec 31, 2023 reported Form 5500
-$29.4M (2022-12)
Investment management fees
$125,519 Dec 31, 2023 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023795Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022839Not disclosedNot disclosedn/a$86.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes 13 50 $415,297 PY2023
  • Jpmorgan Chase Bank, Na codes $35,000 PY2023
  • Deloitte and Touche LLP codes 10 50 $33,200 PY2023

+18 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 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, funded ratio.

Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2023-12-31source

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

+2 connections on the graph

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