This allocator's name, 2 more advisers and 16 more commitments

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Corporate pension in Wisconsin

Corporate pension· Milwaukee, Wisconsin

Corporate pension, based in Milwaukee, Wisconsin, reporting $200M in assets, for 5,255 participants.

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

Assets
$200M
Funded ratio
88.4%
Fund commitments
7
Managers
1
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Commitments (7)Allocation 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, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Wisconsin
Funds committed to
All 7
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$200M
Total assets, Dec 31, 2024 reported
Funded
88.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
7
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 2.1%
  • Common/collective trusts 96.4%
  • Registered investment companies 1.4%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
  • Dec 31, 2024Holding endedinference
    with Liability Driven Solution Cit III N$1.8Maskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with Liability Driven Solution Cit II$23.1Maskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with USI Consulting Groupaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    down 14 pointsaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    down $64.1Maskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
19 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal/blackrock Intl Eqty Indexcollective trustBlackrockPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p Mc Indx Citcollective trustBlackrockPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 2000 Index Cit Ncollective trustBlackrockPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov

+16 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
30 readings
Total assets
$200M Dec 31, 2024 reported Form 5500
$192M (2023-12) · $183M (2022-12)
Plan assets
$192M Jan 1, 2024 reported Form 5500
$183M (2023-01) · $247M (2022-01)
Net assets
$200M Dec 31, 2024 reported Form 5500
$192M (2023-12) · $183M (2022-12)
Funded ratio
88.4% Jan 1, 2024 reported Form 5500
87.7% (2023-01) · 101.7% (2022-01)
Funding target
$221M Jan 1, 2024 reported Form 5500
$229M (2023-01) · $234M (2022-01)
Discount rate
5.04% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.32% (2022-01)
Participants
5,255 Jan 1, 2024 reported Form 5500
5,386 (2023-01) · 5,611 (2022-01)
Contributions
$20.0M Dec 31, 2024 reported Form 5500
$11.0M (2023-12) · $0 (2022-12)
Benefits paid
$18.7M Dec 31, 2024 reported Form 5500
$18.9M (2023-12) · $19.6M (2022-12)
Net investment income
$7.6M Dec 31, 2024 reported Form 5500
$9.0M (2023-12) · -$64.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,255$192M$221M88.4%$200M$0Not disclosed$0
2023 to Dec 31, 20235,386$183M$229M87.7%$192M$5,125Not disclosed$26,722
2022 to Dec 31, 20225,611$247M$234M101.7%$183M$8,882Not disclosed$26,884
Service providers and investment entities as filed (Schedule C and D, latest year first)

+42 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.
Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Funded status changed
    2023-01-01source

+2 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

+7 connections on the graph

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