This allocator's name and 46 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 Wisconsin
Corporate pension, based in Madison, Wisconsin, reporting $279M in assets, for 596 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $279M
- Funded ratio
- 108.0%
- Fund commitments
- 17
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- High Yield Bond / Pgim Fund3 commitments
- Large Cap Value/barrow Hanley3 commitments
- PRU Long Corporate Bond3 commitments
- Empower Annuity Insurance Company16 commitments
- Prudential2 commitments
- Dryden Capital, LLC2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Other investments 5.7%
- Pooled separate accounts 94.3%
- Prudential Retirement & Annuity Ins Actuarythrough Dec 31, 2022 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
- Empower Annuity Insurance Company16 rows, latest Dec 31, 2024
- Prudential2 rows, latest Dec 31, 2023
- Dryden Capital, LLC2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Companyplan years
- Prudentialplan years
- Dryden Capital, LLCplan years
- Dec 31, 2024Holding endedinference
- Dec 31, 2023Holding started
- Jan 1, 2023Funded status changeddown 7 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $63.8Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | High Yield Bond / Pgim Fundseparate account | Empower Annuity Insurance Company | Fixed income | $14.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Value/barrow Hanleyseparate account | Empower Annuity Insurance Company | Public equity | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mid Cap Value/integrityseparate account | Empower Annuity Insurance Company | Pooled vehicles | $8.2M held | Disclosed holding | askebsa.dol.gov |
+46 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 596 | $246M | $179M | 108.0% | $279M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 600 | $225M | $178M | 108.8% | $267M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 609 | $289M | $174M | 115.8% | $246M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 11 $180,100 PY2024
- Clifton Arsonallen LLP codes 10 $11,418 PY2024
- HUB International codes 73 $10,878 PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Funded status changed2023-01-01source
+1 more change 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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