DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Retirement Plan for Employees of the Burnham Group
Corporate pensionLancaster, PA
Assets
$133M
Total assets, Nov 30, 2024 reported
Funded
95.1%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Burnham Holdings, Inc
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.2%
- Corporate debt instruments (preferred) 45.8%
- U.S. Government securities 31.2%
- Other investments 0.1%
- Registered investment companies 18.8%
Consultants and advisers
5 firms
- Metlife General consultantthrough Nov 30, 2024 Form 5500
- Highland Consulting Associates Inc. General consultantthrough Nov 30, 2023 Form 5500
- PNC Bank Association Trusteethrough Nov 30, 2024 Form 5500
- Conrad Siegel Actuarythrough Nov 30, 2023 Form 5500
- The Vanguard Group Trusteethrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Management & Research Compplan years 2024
- Vanguard Advisors Inc.plan years 2023
- Federated Hermes Govt Obligationsplan years 2023
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 1,395 | $129M | $129M | 95.1% | $133M | $0 | $0 | $0 |
| 2022 to Nov 30, 2023 | 1,428 | $135M | $130M | 100.0% | $129M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Metlife Inc codes 16 27 29 50 $158,693 PY2023
- Highland Consulting Associates, Inc codes 16 27 29 50 $142,217 PY2023
- PNC Bank codes 15 20 21 $45,899 PY2023
- Conrad Siegel codes 11 15 17 38 49 50 $14,690 PY2023
- Fidelity & Research Company codes 28 52 PY2023
- Federated Hermes Govt Obligations codes 28 52 PY2023
- Conrad Siegel codes 11 PY2023
- Highland Consulting Associates, Inc codes 16 27 29 50 $135,000 PY2022
- Vanguard Fiduciary Trust Company codes 15 21 50 $30,497 PY2022
- Vanguard Advisors Inc. codes 50 51 $29,339 PY2022
- The Vanguard Group, Inc. codes 21 27 28 50 51 52 99 $29,148 PY2022
- Federated Hermes Govt Obligations codes 28 52 PY2022
- Conrad Siegel codes 11 PY2022
What changed
5 events
- Dec 31, 2023Manager relationship startedFidelity & Research Company appears on Retirement Plan for Employees of the Burnham Group's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Management & Research Compaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceConrad Siegel appears on Retirement Plan for Employees of the Burnham Group's Schedule C as pension consultant (plan year 2023 vs 2022)with Conrad Siegelaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Vanguard Group, Inc. no longer appears on Retirement Plan for Employees of the Burnham Group's Schedule C as investment manager (plan year 2023 vs 2022)with The Vanguard Groupaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMetlife Inc appears on Retirement Plan for Employees of the Burnham Group's Schedule C as general consultant (plan year 2023 vs 2022)with Metlifeaskebsa.dol.gov
- Dec 1, 2023Funded status changedRetirement Plan for Employees of the Burnham Group funded ratio 100.0% -> 95.1% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 421561863-002
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.