This allocator's name

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Corporate pension in Massachusetts

Corporate pension· Amherst, Massachusetts

Corporate pension, based in Amherst, Massachusetts, reporting $2.9M in assets, for 100 participants.

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

Assets
$2.9M
Funded ratio
108.0%
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. No dated change on record yet.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$2.9M
Total assets, Jun 30, 2023 reported
Funded
108.0%
Jul 1, 2022
Private markets target
no policy read
policy Jun 30, 2023
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
  • Insurance company general account 48.2%
  • Registered investment companies 51.8%
Consultants and advisers
1 firm
  • Tiaa-Cref Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
No dated events yet.
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
9 readings
Total assets
$2.9M Jun 30, 2023 reported Form 5500
Plan assets
$2.7M Jul 1, 2022 reported Form 5500
Net assets
$2.9M Jun 30, 2023 reported Form 5500
Funded ratio
108.0% Jul 1, 2022 reported Form 5500
Funding target
$2.6M Jul 1, 2022 reported Form 5500
Discount rate
5.36% Jul 1, 2022 reported Form 5500
Participants
100 Jul 1, 2022 reported Form 5500
Benefits paid
$157,906 Jun 30, 2023 reported Form 5500
Net investment income
$132,306 Jun 30, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Jun 30, 2023100$2.7M$2.6M108.0%$2.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Tiaa codes 12 38 $10,000 PY2022
  • Tiaa-Cref codes 11 PY2022
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, managers.

›Connections

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