DFX Intelligence

This allocator's name, 4 more advisers, 3 more commitments and 2 more dated events

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 Arizona

Corporate pension· Phoenix, Arizona

Corporate pension, based in Phoenix, Arizona, for 1,155 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

Funded ratio: 101.4%
Fund commitments: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (3)Allocation policy

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, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Arizona

Funds committed to

AON Intermediate Credit Bond Fund2 commitments
AON Long Credit Bond Fund2 commitments
AON Long Government Bond Index Fund2 commitments

Managers

AON Trust Company LLC6 commitments

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

Corporate pension

Assets

not established

Total assets, Sep 25, 2024 reported

Funded

101.4%

Jan 1, 2022

Private markets target

no policy read

policy Dec 31, 2023

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 15.4%
Common/collective trusts 84.5%

Consultants and advisers

7 firms

USI Consulting Group Investment adviser (plan)Actuarythrough Sep 25, 2024 Form 5500
AON Investments USA Inc Investment adviser (plan)through Dec 31, 2023 Form 5500
Anchor Capital Advisors, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500

+4 more consultants and advisers 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

AON Trust Company LLC6 rows, latest Dec 31, 2023

What changed

7 events

Dec 31, 2024Manager relationship endedinference
with 3edge Asset Management LPaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with USI Consulting Groupaskebsa.dol.gov
Sep 25, 2024Assets changed
down $90.2Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with AON Investments USA Incaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Lateef Management Associatesaskebsa.dol.gov

+2 more dated events

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

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

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

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	AON Intermediate Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$17.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AON Long Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$46.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AON Long Government Bond Index Fundcollective trust	AON Trust Company LLC	Fixed income	$12.7M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

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

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

Size and funding

25 readings

Total assets

$0 Sep 25, 2024 reported Form 5500

$90.2M (2023-12) · $125M (2022-12)

Plan assets

$150M Jan 1, 2022 reported Form 5500

Net assets

$0 Sep 25, 2024 reported Form 5500

$90.2M (2023-12) · $125M (2022-12)

Funded ratio

101.4% Jan 1, 2022 reported Form 5500

Funding target

$137M Jan 1, 2022 reported Form 5500

Discount rate

5.44% Jan 1, 2022 reported Form 5500

Participants

1,155 Jan 1, 2024 reported Form 5500

2,086 (2023-01) · 2,101 (2022-01)

Contributions

$14.8M Sep 25, 2024 reported Form 5500

$8.0M (2023-12) · $155,850 (2022-12)

Benefits paid

$101M Sep 25, 2024 reported Form 5500

$47.5M (2023-12) · $6.7M (2022-12)

Net investment income

-$90.2M Sep 25, 2024 reported Form 5500

-$35.0M (2023-12) · -$26.7M (2022-12)

Investment management fees

$587,771 Sep 25, 2024 reported Form 5500

$529,180 (2023-12) · $439,083 (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 Sep 25, 2024	1,155	Not disclosed	Not disclosed	n/a	$0	$0	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,086	Not disclosed	Not disclosed	n/a	$90.2M	$0	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,101	$150M	$137M	101.4%	$125M	$20.5M	Not disclosed	Not disclosed

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

AON Investments USA Inc codes 27 28 50 51 $263,321 PY2024
Mercer Global Advisors codes 27 28 50 51 $147,235 PY2024
USI Consulting Group Inc codes 27 28 50 51 $85,585 PY2024

+21 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.

Not yet on record: assets, managers.

Capital chain

This record sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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.

Checking your plan…

Record history

7 dated events on the change ledger, latest first

Manager relationship ended
2023-12-31source
Manager relationship started
2023-12-31source
Manager relationship ended
2023-12-31source

+4 more changes 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

+9 connections on the graph

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