The Phoenix Companies, Inc. Employee Pension Plan

The plan's funding ratio is not publicly disclosed on a real-time basis. As a private-company plan post-acquisition, it files Form 5500 annually, which provides a lagged snapshot of assets, liabilities, and funded percentage. The most recent filing would be available via the Department of Labor's EFAST system.

Investment oversight rests with Phoenix's internal finance and investment committee, but day-to-day asset management is typically outsourced to an OCIO provider or investment consultant for corporate plans of this size. The specific mandate holder is not publicly identified.

The plan is almost certainly closed to new entrants and may be frozen to future accruals, consistent with the nearly universal trend among private-sector defined-benefit plans. Phoenix's 2016 acquisition by Nassau Financial Group makes further accrual freezes or termination likely if not already enacted.

Allocation is not publicly detailed but follows a liability-driven investing framework typical for a closed corporate pension. Fixed income constitutes the largest weighting to match long-duration liabilities, with supplementary exposure to public equities and a smaller slice of alternatives accessed via fund commitments rather than direct deals.

Nassau Financial Group acquired The Phoenix Companies in June 2016. The pension plan remains a legacy obligation of the acquired entity and is administered under the new corporate structure, though it is legally a separate trust for the benefit of plan participants.