This allocator's name

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Corporate pension in North Carolina

Corporate pension· Statesville, North Carolina

Corporate pension, based in Statesville, North Carolina, reporting $6,674 in assets, for 523 participants.

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

Assets
$6,674
Funded ratio
106.9%
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. No dated change on record yet.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$6,674
Total assets, Apr 30, 2024 reported
Funded
106.9%
Jan 1, 2024
Private markets target
no policy read
policy Apr 30, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.8%
  • Non-interest-bearing cash 95.3%
Consultants and advisers
1 firm
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
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
10 readings
Total assets
$6,674 Apr 30, 2024 reported Form 5500
Plan assets
$18.3M Jan 1, 2024 reported Form 5500
Net assets
$0 Apr 30, 2024 reported Form 5500
Funded ratio
106.9% Jan 1, 2024 reported Form 5500
Funding target
$17.1M Jan 1, 2024 reported Form 5500
Discount rate
5.10% Jan 1, 2024 reported Form 5500
Participants
523 Jan 1, 2024 reported Form 5500
Contributions
$0 Apr 30, 2024 reported Form 5500
Benefits paid
$18.4M Apr 30, 2024 reported Form 5500
Net investment income
-$18.6M Apr 30, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2024523$18.3M$17.1M106.9%$6,674Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
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.

›Connections

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+2 connections on the graph

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