This allocator's name

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Corporate pension in Florida

Corporate pension· Tampa, Florida

Corporate pension, based in Tampa, Florida, reporting $8.0M in assets, for 122 participants.

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

Assets
$8.0M
Funded ratio
166.3%
Fund commitments
1
Open searchesSimilar plans, same strategyCommitments (1)
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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. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Florida
Funds committed to
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$8.0M
Total assets, Dec 31, 2024 reported
Funded
166.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
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)
  • Common/collective trusts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Trustee Retirement Pension Fundcollective trustGreat Gray Trust Company, LLCPooled vehicles$8.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
11 readings
Total assets
$8.0M Dec 31, 2024 reported Form 5500
Plan assets
$7.5M Jan 1, 2024 reported Form 5500
Net assets
$8.0M Dec 31, 2024 reported Form 5500
Funded ratio
166.3% Jan 1, 2024 reported Form 5500
Funding target
$4.5M Jan 1, 2024 reported Form 5500
Discount rate
5.09% Jan 1, 2024 reported Form 5500
Participants
122 Jan 1, 2024 reported Form 5500
Contributions
$0 Dec 31, 2024 reported Form 5500
Benefits paid
$147,407 Dec 31, 2024 reported Form 5500
Net investment income
$537,756 Dec 31, 2024 reported Form 5500
Investment management fees
$1,102 Dec 31, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024122$7.5M$4.5M166.3%$8.0MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+2 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.

Not yet on record: managers.

›Connections

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+4 connections on the graph

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