This allocator's name and 3 more commitments

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Corporate pension in Texas

Corporate pension· Tyler, Texas

Corporate pension, based in Tyler, Texas, reporting $77.5M in assets, for 286 participants.

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

Assets
$77.5M
Funded ratio
101.8%
Fund commitments
6
Managers
1
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Commitments (6)Allocation policyConsultants
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, Changed investment consultant to Creative Planning Institutional Advisors, LLC.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Texas
Funds committed to
All 6
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$77.5M
Total assets, Dec 31, 2024 reported
Funded
101.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
6
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 97.9%
Consultants and advisers
3 firms
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
2 events
  • Dec 31, 2024Consultant changedinference
    with Creative Planning Institutional Advisors, LLCaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    down $20.7Maskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal/blackrock S&p Mc Indx Citcollective trustBlackrockPooled vehicles$977,335 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p 500 Indexcollective trustBlackrockPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 2000 Index Cit Ncollective trustBlackrockPooled vehicles$556,885 heldDisclosed holdingaskebsa.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
28 readings
Total assets
$77.5M Dec 31, 2024 reported Form 5500
$81.4M (2023-12) · $76.5M (2022-12)
Plan assets
$81.6M Jan 1, 2024 reported Form 5500
$76.7M (2023-01) · $97.4M (2022-01)
Net assets
$77.5M Dec 31, 2024 reported Form 5500
$81.4M (2023-12) · $76.5M (2022-12)
Funded ratio
101.8% Jan 1, 2024 reported Form 5500
100.1% (2023-01) · 101.5% (2022-01)
Funding target
$71.5M Jan 1, 2024 reported Form 5500
$72.7M (2023-01) · $70.2M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.43% (2022-01)
Participants
286 Jan 1, 2024 reported Form 5500
297 (2023-01) · 302 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
Benefits paid
$4.3M Dec 31, 2024 reported Form 5500
$4.2M (2023-12) · $3.9M (2022-12)
Net investment income
-$3.9M Dec 31, 2024 reported Form 5500
$4.8M (2023-12) · -$20.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024286$81.6M$71.5M101.8%$77.5MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023297$76.7M$72.7M100.1%$81.4MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022302$97.4M$70.2M101.5%$76.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 $166,747 PY2024
  • Sageview Advisory Group LLC codes 16 50 $36,057 PY2024
  • Henry & Peters PC codes 10 50 $15,500 PY2024

+14 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 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

2 dated events on the change ledger, latest first
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2023-01-01source

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

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+5 connections on the graph

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