This allocator's name and 5 more dated events

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Corporate pension in Texas

Corporate pension· Sugar Land, Texas

Corporate pension, based in Sugar Land, Texas, reporting $1.2M in assets, for 604 participants.

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

Assets
$1.2M
Funded ratio
100.9%
Open searchesAllocation policy
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, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.2M
Total assets, Dec 31, 2024 reported
Funded
100.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 99.8%
  • Registered investment companies 0.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
10 events
  • Dec 31, 2024Manager relationship endedinference
    with Pension Benefit Guarantee Corpaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Prime Capital Investment Advisaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Prime Capital Inv Adv LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    down $33.8Maskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    2 pointsaskebsa.dol.gov

+5 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
29 readings
Total assets
$1.2M Dec 31, 2024 reported Form 5500
$35.0M (2023-12) · $38.0M (2022-12)
Plan assets
$35.0M Jan 1, 2024 reported Form 5500
$38.0M (2023-01) · $50.9M (2022-01)
Net assets
$1.1M Dec 31, 2024 reported Form 5500
$35.0M (2023-12) · $38.0M (2022-12)
Funded ratio
100.9% Jan 1, 2024 reported Form 5500
98.7% (2023-01) · 117.8% (2022-01)
Funding target
$32.8M Jan 1, 2024 reported Form 5500
$37.0M (2023-01) · $36.5M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.08% (2023-01) · 5.33% (2022-01)
Participants
604 Jan 1, 2024 reported Form 5500
674 (2023-01) · 686 (2022-01)
Contributions
$0 Dec 31, 2022 reported Form 5500
Benefits paid
$35.2M Dec 31, 2024 reported Form 5500
$5.4M (2023-12) · $2.6M (2022-12)
Net investment income
-$33.9M Dec 31, 2024 reported Form 5500
-$2.9M (2023-12) · -$12.9M (2022-12)
Investment management fees
$69,537 Dec 31, 2023 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024604$35.0M$32.8M100.9%$1.2MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023674$38.0M$37.0M98.7%$35.0MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022686$50.9M$36.5M117.8%$38.0MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • this allocator codes 15 50 64 $62,595 PY2024
  • Weaver and Tidwell, LLP codes 10 50 $15,118 PY2024
  • Prime Capital Investment Advis codes 28 50 $11,250 PY2024

+12 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 15, 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: fund commitments, managers.

Record history

10 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship started
    2023-12-31source

+7 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

+6 connections on the graph

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