DFX Intelligence

This allocator's name, 2 more managers, 10 more commitments and 3 more dated events

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Corporate pension in Pennsylvania

Corporate pension· Blue Bell, Pennsylvania

Corporate pension, based in Blue Bell, Pennsylvania, reporting $14.3M in assets, for 290 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $14.3M
Funded ratio: 99.9%
Fund commitments: 6
Managers: 5

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (6)Allocation policy Managers

As of 2024-12-31 · 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, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Pennsylvania

Funds committed to

Prudential Short-Term3 commitments
American Century Sm Cap Value2 commitments
T. Rowe Price Lgc Gro Eq (is)2 commitments

All 6

Managers

American Century2 commitments
T Rowe Price2 commitments
Pimco2 commitments

All 5

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$14.3M

Total assets, Dec 31, 2024 reported

Funded

99.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

5 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)

Pooled separate accounts 1.4%
Registered investment companies 97.7%

Consultants and advisers

2 firms

Empower Actuarythrough Dec 31, 2022 Form 5500
Prudential Retirement & Annuity Ins Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

American Century2 rows, latest Dec 31, 2023
T Rowe Price2 rows, latest Dec 31, 2023
Pimco2 rows, latest Dec 31, 2023

+2 more managers received commitments

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

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From Schedule C (investment management, code 28)

Empower Annuity Insurance Companyplan years
Prudentialplan years
T Rowe Priceplan years

+2 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

8 events

Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$141Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Small Cap Growth Class I1$142Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$3.6Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$572Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Large Cap Value Fund I1$573Kaskebsa.dol.gov

+3 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

13 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prudential Short-Termseparate account	Empower Annuity Insurance Company	Cash	$201,094 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	American Century Sm Cap Valueseparate account	American Century	Pooled vehicles	$141,252 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	T. Rowe Price Lgc Gro Eq (is)separate account	T Rowe Price	Pooled vehicles	$572,140 held	Disclosed holding	askebsa.dol.gov

+10 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$14.3M Dec 31, 2024 reported Form 5500

$14.4M (2023-12) · $13.9M (2022-12)

Plan assets

$14.5M Jan 1, 2024 reported Form 5500

$13.9M (2023-01) · $18.8M (2022-01)

Net assets

$14.3M Dec 31, 2024 reported Form 5500

$14.4M (2023-12) · $13.9M (2022-12)

Funded ratio

99.9% Jan 1, 2024 reported Form 5500

95.6% (2023-01) · 109.6% (2022-01)

Funding target

$15.3M Jan 1, 2024 reported Form 5500

$15.7M (2023-01) · $15.8M (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.21% (2023-01) · 5.38% (2022-01)

Participants

290 Jan 1, 2024 reported Form 5500

295 (2023-01) · 299 (2022-01)

Contributions

$430,000 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$1.3M Dec 31, 2024 reported Form 5500

$1.1M (2023-12) · $1.1M (2022-12)

Net investment income

-$29,290 Dec 31, 2024 reported Form 5500

$441,683 (2023-12) · -$4.8M (2022-12)

Investment management fees

$134,429 Dec 31, 2024 reported Form 5500

$235,210 (2023-12) · $8,906 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	290	$14.5M	$15.3M	99.9%	$14.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	295	$13.9M	$15.7M	95.6%	$14.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	299	$18.8M	$15.8M	109.6%	$13.9M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Empower Annuity Insurance Company codes 11 $38,607 PY2024
NFP Retirement Inc codes $7,275 PY2024
Pimco Long Dur Bond (is) Sched. D P PY2024

+30 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Record history

8 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+5 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

+8 connections on the graph

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