DFX Intelligence

This allocator's name and 1 more dated event

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Corporate pension in Ohio

Corporate pension· NEW Philadelphia, Ohio

Corporate pension, based in NEW Philadelphia, Ohio, reporting $8.6M in assets, for 187 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: $8.6M
Funded ratio: 95.2%
Fund commitments: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy

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 ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Ohio

Funds committed to

Separate Account 1741 commitment

Managers

Aetna Life Insurance Company1 commitment

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

Corporate pension

Assets

$8.6M

Total assets, Dec 31, 2024 reported

Funded

95.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.3%
Non-interest-bearing cash 0.2%
Registered investment companies 79.8%
Common stock 18.7%

Consultants and advisers

3 firms

First State Trust Company Trusteethrough Dec 31, 2024 Form 5500
October Three Consulting LLC Actuarythrough Dec 31, 2023 Form 5500
USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500

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

Aetna Life Insurance Company1 row, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Cerity Partners LLCplan years 2023
Royal Allianceplan years 2023

What changed

6 events

Dec 31, 2024Manager relationship endedinference
with Cerity Partners LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Royal Allianceaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Cerity Partners LLCaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 6 pointsaskebsa.dol.gov

+1 more dated event

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

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

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

Commitments

1 row, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2022	Separate Account 174separate account	Aetna Life Insurance Company	Pooled vehicles	$164,731 held		Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$8.6M Dec 31, 2024 reported Form 5500

$8.4M (2023-12) · $8.7M (2022-12)

Plan assets

$8.5M Jan 1, 2024 reported Form 5500

$8.7M (2023-01) · $11.5M (2022-01)

Net assets

$8.6M Dec 31, 2024 reported Form 5500

$8.4M (2023-12) · $8.7M (2022-12)

Funded ratio

95.2% Jan 1, 2024 reported Form 5500

91.5% (2023-01) · 97.0% (2022-01)

Funding target

$9.1M Jan 1, 2024 reported Form 5500

$9.9M (2023-01) · $10.7M (2022-01)

Discount rate

5.04% Jan 1, 2024 reported Form 5500

5.11% (2023-01) · 5.27% (2022-01)

Participants

187 Jan 1, 2024 reported Form 5500

204 (2023-01) · 218 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$876,166 Dec 31, 2024 reported Form 5500

$1.1M (2023-12) · $1.0M (2022-12)

Net investment income

$209,754 Dec 31, 2024 reported Form 5500

-$267,847 (2023-12) · -$2.8M (2022-12)

Investment management fees

$42,319 Dec 31, 2024 reported Form 5500

$42,516 (2023-12) · $40,145 (2022-12)

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	187	$8.5M	$9.1M	95.2%	$8.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	204	$8.7M	$9.9M	91.5%	$8.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	218	$11.5M	$10.7M	97.0%	$8.7M	Not disclosed	Not disclosed	Not disclosed

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

Royal Alliance codes 28 $42,319 PY2024
October Three Consulting codes 11 $41,879 PY2024
First State Trust codes 21 $20,118 PY2024

+9 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: managers.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
2023-12-31source

+3 more changes 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

+6 connections on the graph

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