DFX Intelligence

Allocator Intelligence

Retirement Plan for Employees of the Grand Royal Arch Chapter of Texas

Corporate pension· Arlington, Texas

Corporate pension, based in Arlington, Texas, reporting $4.4M in assets, for 103 participants.

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

Assets
$4.4M
Funded ratio
80.3%
Fund commitments
1
Managers
1
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (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. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Retirement Plan for Employees of the Grand Royal Arch Chapter of Texas
Funds committed to
Managers

Relationship network

18 connected entities1 observed commitmentcommitments 2023

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Fund or vehicle
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$4.4M
Total assets, Sep 30, 2023 reported
Funded
80.3%
Oct 1, 2022
Private markets target
no policy read
policy Sep 30, 2023
Commitments
1
none on the tape
Plan sponsor: The Grand Royal Arch Chapter of Texas

Allocation policy

Form 5500, as of Sep 30, 2023
Actual allocation lines without a target (as filed)
  • Registered investment companies 97.3%

Consultants and advisers

1 firm

People

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

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

What changed

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2023500 Index Fundseparate accountJohn Hancock Life Insurance CoPooled vehicles$213,314 heldDisclosed holdingaskebsa.dol.gov

Size and funding

11 readings
Total assets
$4.4M Sep 30, 2023 reported Form 5500
Plan assets
$4.2M Oct 1, 2022 reported Form 5500
Net assets
$4.4M Sep 30, 2023 reported Form 5500
Funded ratio
80.3% Oct 1, 2022 reported Form 5500
Funding target
$5.7M Oct 1, 2022 reported Form 5500
Discount rate
5.39% Oct 1, 2022 reported Form 5500
Participants
103 Oct 1, 2022 reported Form 5500
Contributions
$118,000 Sep 30, 2023 reported Form 5500
Benefits paid
$506,576 Sep 30, 2023 reported Form 5500
Net investment income
$207,580 Sep 30, 2023 reported Form 5500
Investment management fees
$2,235 Sep 30, 2023 reported Form 5500

Form 5500 filings

1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Sep 30, 2023103$4.2M$5.7M80.3%$4.4M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • UBS Financial Services Inc codes 26 $10,958 PY2022
  • John Hancock Life Insurance Company codes 15 28 59 60 62 63 68 $2,235 PY2022
  • Franklin Small-Mid Growth Sched. D P $257,493 PY2022

+12 more service providers

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 740688076-001
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.

›Connections

every published relationship on the graph

+3 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.