This allocator's name and 4 more dated events

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Corporate pension in Kentucky

Corporate pension· Bowling Green, Kentucky

Corporate pension, based in Bowling Green, Kentucky, reporting $180M in assets, for 1,979 participants.

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

Assets
$180M
Funded ratio
86.5%
Managers
1
Open searchesAllocation 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 2024, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$180M
Total assets, Dec 31, 2024 reported
Funded
86.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
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)
  • Interest-bearing cash 1.4%
  • Corporate debt instruments (preferred) 54.1%
  • U.S. Government securities 24.8%
  • Other investments 11.2%
  • Registered investment companies 1.0%
  • Common stock 7.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
11 managers on Schedule C
From Schedule C (investment management, code 28)

+8 more Schedule C managers

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What changed
9 events
  • Dec 31, 2024Manager relationship endedinference
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with MFS Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with MFS Invetment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with TCW Lcvaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Wells Fargo Asset Managementaskebsa.dol.gov

+4 more dated events

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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
33 readings
Total assets
$180M Dec 31, 2024 reported Form 5500
$185M (2023-12) · $165M (2022-12)
Plan assets
$187M Jan 1, 2024 reported Form 5500
$173M (2023-01) · $222M (2022-01)
Net assets
$180M Dec 31, 2024 reported Form 5500
$185M (2023-12) · $165M (2022-12)
Funded ratio
86.5% Jan 1, 2024 reported Form 5500
85.9% (2023-01) · 89.7% (2022-01)
Funding target
$152M Jan 1, 2024 reported Form 5500
$144M (2023-01) · $134M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.39% (2023-01) · 5.57% (2022-01)
Participants
1,979 Jan 1, 2024 reported Form 5500
2,096 (2023-01) · 2,096 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$6.5M (2023-12) · $13.0M (2022-12)
Benefits paid
$9.2M Dec 31, 2024 reported Form 5500
$8.2M (2023-12) · $10.8M (2022-12)
Net investment income
-$5.7M Dec 31, 2024 reported Form 5500
$19.7M (2023-12) · -$43.1M (2022-12)
Investment management fees
$55,660 Dec 31, 2024 reported Form 5500
$128,318 (2023-12) · $321,586 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,979$187M$152M86.5%$180MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,096$173M$144M85.9%$185MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,096$222M$134M89.7%$165MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+28 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

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

+6 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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