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This allocator's name

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Corporate pension in Connecticut

Corporate pension· Newtown, Connecticut

Corporate pension, based in Newtown, Connecticut, reporting $10.9M in assets, for 150 participants.

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

As of 2024-10-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $10.9M
Funded ratio: 83.5%

Open searches Allocation policy

As of 2024-10-01 · 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: 1 Oct 2024, Funded status changed.

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

Corporate pension

Assets

$10.9M

Total assets, Sep 30, 2025 reported

Funded

83.5%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.4%
Corporate debt instruments (other) 37.0%
Corporate debt instruments (preferred) 46.0%
U.S. Government securities 12.6%

Consultants and advisers

3 firms

this allocator Trusteethrough Sep 30, 2023 Form 5500
Hooker & Holcombe Inc Actuarythrough Sep 30, 2023 Form 5500
USI Consulting Group Actuarythrough Sep 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

2 events

Oct 1, 2024Funded status changed
down 14 pointsaskebsa.dol.gov
Oct 1, 2023Funded status changed
down 8 pointsaskebsa.dol.gov

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

31 readings

Total assets

$10.9M Sep 30, 2025 reported Form 5500

$11.6M (2024-09) · $12.0M (2023-09)

Plan assets

$11.6M Oct 1, 2024 reported Form 5500

$12.0M (2023-10) · $12.4M (2022-10)

Net assets

$10.9M Sep 30, 2025 reported Form 5500

$11.6M (2024-09) · $12.0M (2023-09)

Funded ratio

83.5% Oct 1, 2024 reported Form 5500

97.5% (2023-10) · 105.7% (2022-10)

Funding target

$9.3M Oct 1, 2024 reported Form 5500

$10.5M (2023-10) · $10.3M (2022-10)

Discount rate

5.37% Oct 1, 2024 reported Form 5500

5.26% (2023-10) · 5.45% (2022-10)

Participants

150 Oct 1, 2024 reported Form 5500

155 (2023-10) · 158 (2022-10)

Contributions

$0 Sep 30, 2025 reported Form 5500

$0 (2024-09) · $0 (2023-09)

Benefits paid

$581,747 Sep 30, 2025 reported Form 5500

$2.0M (2024-09) · $487,997 (2023-09)

Net investment income

-$664,507 Sep 30, 2025 reported Form 5500

-$425,709 (2024-09) · -$454,081 (2023-09)

Investment management fees

$0 Sep 30, 2023 reported Form 5500

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 Sep 30, 2025	150	$11.6M	$9.3M	83.5%	$10.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	155	$12.0M	$10.5M	97.5%	$11.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	158	$12.4M	$10.3M	105.7%	$12.0M	Not disclosed	Not disclosed	Not disclosed

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

this allocator codes 21 $44,413 PY2024
USI Consulting Group, Inc codes 11 $24,225 PY2024
Wolf & Company, P.C. codes 10 $16,750 PY2024

+7 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 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.

Record history

2 dated events on the change ledger, latest first

Funded status changed
2023-10-01source
Funded status changed
2024-10-01source

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

+4 connections on the graph

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