DFX Intelligence

This allocator's name, 1 more adviser, 1 more manager and 16 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Connecticut

Corporate pension· Bloomfield, Connecticut

Corporate pension, based in Bloomfield, Connecticut, reporting $521M in assets, for 6,595 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $521M
Funded ratio: 90.1%
Fund commitments: 7
Managers: 4

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Commitments (7)Allocation policy Managers

As of 2024-12-31 · 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 Connecticut

Funds committed to

Jpmcb International Equity Fund3 commitments
UBS U.S. Long Duration Credit Coll3 commitments
State Street - Russell 20003 commitments

All 7

Managers

Northern Trust Investments, Inc.7 commitments
JP Morgan Chase6 commitments
Ubs3 commitments

All 4

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

Corporate pension

Assets

$521M

Total assets, Dec 31, 2024 reported

Funded

90.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

4 managers 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 2.5%
Corporate debt instruments (other) 29.8%
Corporate debt instruments (preferred) 2.9%
U.S. Government securities 9.2%
Common/collective trusts 38.8%
Registered investment companies 11.5%
Common stock 4.7%

Consultants and advisers

4 firms

Nepc, LLC Pension consultantthrough Dec 31, 2022 Form 5500
USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
Hooker & Holcombe Inc Actuarythrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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

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

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Northern Trust Investments, Inc.7 rows, latest Dec 31, 2024
JP Morgan Chase6 rows, latest Dec 31, 2024
Ubs3 rows, latest Dec 31, 2024

+1 more manager received commitments

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

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

From Schedule C (investment management, code 28)

JP Morgan Chaseplan years
State Street Research & Managementplan years 2024
Legal & General Inv Mgmt Americaplan years 2024

+7 more Schedule C managers

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

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

What changed

4 events

Dec 31, 2024Holding started
with Northern Trust Investments, Inc.$10.5Maskebsa.dol.gov
Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 22 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $219Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

19 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Jpmcb International Equity Fundcollective trust	JP Morgan Chase	Public equity	$21.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	UBS U.S. Long Duration Credit Collcollective trust	Ubs	Private credit	$94.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	State Street - Russell 2000collective trust	State Street Global Advisors	Pooled vehicles	$21.0M held	Disclosed holding	askebsa.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

33 readings

Total assets

$521M Dec 31, 2024 reported Form 5500

$557M (2023-12) · $545M (2022-12)

Plan assets

$557M Jan 1, 2024 reported Form 5500

$545M (2023-01) · $764M (2022-01)

Net assets

$521M Dec 31, 2024 reported Form 5500

$556M (2023-12) · $544M (2022-12)

Funded ratio

90.1% Jan 1, 2024 reported Form 5500

85.0% (2023-01) · 107.0% (2022-01)

Funding target

$611M Jan 1, 2024 reported Form 5500

$622M (2023-01) · $618M (2022-01)

Discount rate

5.07% Jan 1, 2024 reported Form 5500

5.20% (2023-01) · 5.37% (2022-01)

Participants

6,595 Jan 1, 2024 reported Form 5500

6,727 (2023-01) · 6,854 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$40.2M Dec 31, 2024 reported Form 5500

$38.8M (2023-12) · $36.8M (2022-12)

Net investment income

-$35.8M Dec 31, 2024 reported Form 5500

$12.2M (2023-12) · -$219M (2022-12)

Investment management fees

$6.3M Dec 31, 2024 reported Form 5500

$1.6M (2023-12) · $1.4M (2022-12)

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 Dec 31, 2024	6,595	$557M	$611M	90.1%	$521M	$0	$0	$0
2023 to Dec 31, 2023	6,727	$545M	$622M	85.0%	$557M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	6,854	$764M	$618M	107.0%	$545M	Not disclosed	Not disclosed	Not disclosed

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

UBS Global Asset Management (US) codes 28 $665,723 PY2024
Hooker & Holcombe, Inc codes 11 $384,340 PY2024
Northern Trust Company codes 21 $317,929 PY2024

+49 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 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.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

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

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Record history

4 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Funded status changed
2023-01-01source
Funded status changed
2024-01-01source

+1 more change on this record's ledger

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

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

+15 connections on the graph

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