This allocator's name and 1 more adviser

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Corporate pension in Florida

Corporate pension· Miami, Florida

Corporate pension, based in Miami, Florida, reporting $65.8M in assets, for 644 participants.

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

Assets
$65.8M
Funded ratio
108.4%
Fund commitments
1
Managers
2
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Commitments (1)Allocation policyManagers
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 2023, Changed investment consultant to Mercer.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Florida
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$65.8M
Total assets, Dec 31, 2024 reported
Funded
108.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
2 managers 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 0.3%
  • Corporate debt instruments (other) 41.6%
  • Corporate debt instruments (preferred) 21.7%
  • U.S. Government securities 18.9%
  • Pooled separate accounts 1.2%
  • Registered investment companies 13.8%
  • Real estate (other than employer real property) 1.7%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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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
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prudential Short-Termseparate accountEmpower Annuity Insurance CompanyCash$800,378 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prudential Short-Termseparate accountPrudentialCash$992,064 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Short-Termseparate accountPrudentialCash$679,360 heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$65.8M Dec 31, 2024 reported Form 5500
$67.5M (2023-12) · $64.1M (2022-12)
Plan assets
$67.5M Jan 1, 2024 reported Form 5500
$64.0M (2023-01) · $73.2M (2022-01)
Net assets
$65.8M Dec 31, 2024 reported Form 5500
$67.5M (2023-12) · $64.1M (2022-12)
Funded ratio
108.4% Jan 1, 2024 reported Form 5500
108.8% (2023-01) · 110.1% (2022-01)
Funding target
$64.9M Jan 1, 2024 reported Form 5500
$64.7M (2023-01) · $62.6M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.41% (2022-01)
Participants
644 Jan 1, 2024 reported Form 5500
646 (2023-01) · 647 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $4.8M (2022-12)
Benefits paid
$3.6M Dec 31, 2024 reported Form 5500
$3.0M (2023-12) · $2.8M (2022-12)
Net investment income
-$1.6M Dec 31, 2024 reported Form 5500
$3.4M (2023-12) · -$9.1M (2022-12)
Investment management fees
$57,311 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024644$67.5M$64.9M108.4%$65.8MNot disclosedNot disclosed$1.1M
2023 to Dec 31, 2023646$64.0M$64.7M108.8%$67.5MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022647$73.2M$62.6M110.1%$64.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+14 more service providers

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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.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

3 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Manager relationship started
    2023-12-31source
  • 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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+8 connections on the graph

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