This allocator's name, 9 more commitments and 10 more dated events

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Corporate pension in Florida

Corporate pension· Lakeland, Florida

Corporate pension, based in Lakeland, Florida, reporting $138M in assets, for 745 participants.

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

Assets
$138M
Funded ratio
187.9%
Fund commitments
10
Managers
1
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, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Florida
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$138M
Total assets, Dec 31, 2024 reported
Funded
187.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
10
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 0.6%
  • Corporate debt instruments (other) 0.7%
  • U.S. Government securities 6.0%
  • Insurance company general account 3.7%
  • Registered investment companies 89.0%
Consultants and advisers
1 firm
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
From Schedule C (investment management, code 28)
What changed
15 events
  • Dec 31, 2024Holding started
    with Mycompass Ind Aggressive 2045 Fd R6$6,080askebsa.dol.gov
  • Dec 31, 2024Holding started
    with Mycompass Ind Aggressive 2055 Fd R6$9,669askebsa.dol.gov
  • Dec 31, 2024Holding started
    with Mycompass Ind Aggressive 2035 Fd R6$1,017askebsa.dol.gov
  • Dec 31, 2024Holding started
    with Mycompass Ind Conserv 2035 Fd R6$365askebsa.dol.gov
  • Dec 31, 2024Holding started
    with Mycompass Ind Aggressive 2065 Fd R6$73Kaskebsa.dol.gov

+10 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024MAP Contract - Separate Account Dcollective trustVoya Life Insurance and Annuity CoPooled vehicles$373,925 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mycompass Ind Aggressive 2035 Fd R6collective trustGreat Gray Trust CompanyPooled vehicles$1,017 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mycompass Ind Aggressive 2045 Fd R6collective trustGreat Gray Trust CompanyPooled vehicles$6,080 heldDisclosed holdingaskebsa.dol.gov

+9 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$138M Dec 31, 2024 reported Form 5500
$125M (2023-12) · $113M (2022-12)
Plan assets
$125M Jan 1, 2024 reported Form 5500
$113M (2023-01) · $131M (2022-01)
Net assets
$138M Dec 31, 2024 reported Form 5500
$125M (2023-12) · $113M (2022-12)
Funded ratio
187.9% Jan 1, 2024 reported Form 5500
183.9% (2023-01) · 238.9% (2022-01)
Funding target
$66.3M Jan 1, 2024 reported Form 5500
$60.9M (2023-01) · $54.4M (2022-01)
Discount rate
5.28% Jan 1, 2024 reported Form 5500
5.41% (2023-01) · 5.58% (2022-01)
Participants
745 Jan 1, 2024 reported Form 5500
748 (2023-01) · 745 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$2.2M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $1.6M (2022-12)
Net investment income
$12.7M Dec 31, 2024 reported Form 5500
$12.4M (2023-12) · -$18.1M (2022-12)
Investment management fees
$43,909 Dec 31, 2024 reported Form 5500
$28,104 (2023-12) · $30,554 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024745$125M$66.3M187.9%$138M$0$0$0
2023 to Dec 31, 2023748$113M$60.9M183.9%$125M$0$0$0
2022 to Dec 31, 2022745$131M$54.4M238.9%$113M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Nova 401(k) Associates codes 49 $6,314 PY2024
  • MAP Contract - Separate Account D Sched. D P $48.5M PY2024
  • MAP Contract - Separate Account D Sched. D C $373,925 PY2024

+20 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.

Record history

15 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source

+12 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

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+3 connections on the graph

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