This allocator's name and 2 more dated events

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Corporate pension

Corporate pension

Corporate pension, for 734 participants.

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

Funded ratio
97.2%
Open searchesAllocation policy
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, Changed investment consultant to Towers Watson Investment Services.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Mar 30, 2024 reported
Funded
97.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    with Burgundy Asset Management Ltd.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Blackrock Institutional Trust Co,naaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Towers Watson Investment Services,askebsa.dol.gov
  • Mar 30, 2024Assets changed
    down $102Maskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    down 12 pointsaskebsa.dol.gov

+2 more dated events

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

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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
$0 Mar 30, 2024 reported Form 5500
$102M (2023-12) · $99.6M (2022-12)
Plan assets
$102M Jan 1, 2024 reported Form 5500
$99.4M (2023-01) · $139M (2022-01)
Net assets
$0 Mar 30, 2024 reported Form 5500
$102M (2023-12) · $99.5M (2022-12)
Funded ratio
97.2% Jan 1, 2024 reported Form 5500
109.1% (2023-01) · 118.0% (2022-01)
Funding target
$88.5M Jan 1, 2024 reported Form 5500
$80.5M (2023-01) · $87.5M (2022-01)
Discount rate
5.00% Jan 1, 2024 reported Form 5500
5.05% (2023-01) · 5.22% (2022-01)
Participants
734 Jan 1, 2024 reported Form 5500
764 (2023-01) · 1,082 (2022-01)
Contributions
$0 Mar 30, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.0M Mar 30, 2024 reported Form 5500
$5.6M (2023-12) · $17.0M (2022-12)
Net investment income
$1.1M Mar 30, 2024 reported Form 5500
$2.4M (2023-12) · -$39.6M (2022-12)
Investment management fees
$106,691 Dec 31, 2023 reported Form 5500
$213,248 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 30, 2024734$102M$88.5M97.2%$0Not disclosed$0Not disclosed
2023 to Dec 31, 2023764$99.4M$80.5M109.1%$102MNot disclosed$102MNot disclosed
2022 to Dec 31, 20221,082$139M$87.5M118.0%$99.6MNot disclosed$99.6MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer codes 11 $50,622 PY2024
  • Tweedy Brown Co. codes 28 $18,357 PY2024
  • Alight Solutions LLC codes 15 $14,250 PY2024

+24 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.

Not yet on record: assets, fund commitments, managers.

Record history

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

+4 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

+7 connections on the graph

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