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
Piper Aircraft Corporation Pension Plan
Corporate pensionVero Beach, FL
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
134.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: Piper Aircraft, Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
4 firms
- Empower Annuity Insurance Company Pension consultantthrough Dec 31, 2023 Form 5500
- BCG Pension Risk Consultants Pension consultantthrough Dec 31, 2023 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
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.
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $7.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
17 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
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 Dec 31, 2023 | 484 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 516 | $8.5M | $6.4M | 134.8% | $7.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Ins Co of America codes 17 $249,682 PY2023
- Empower Annuity Ins Co of America codes 64 $76,200 PY2023
- Ogletree, Deakins, Nash, Smoak codes 29 $69,083 PY2023
- BCG Pension Risk Consultants, Inc. codes 17 $40,000 PY2023
- Capfinancial Partners LLC codes 27 $20,500 PY2023
- Jacoby and Handley, PLLC codes 10 $10,000 PY2023
- Massmutual US Govt Mny Mkt R5 Sched. D P PY2023
- Empower Annuity Ins Co of America codes 13 $79,450 PY2022
- Empower Annuity Ins Co of America codes 64 PY2022
- Massmutual US Govt Mny Mkt R5 Sched. D P $7.2M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2023Consultant changedinferenceBCG Pension Risk Consultants, Inc. appears on Piper Aircraft Corporation Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with BCG Pension Risk Consultantsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCapfinancial Partners LLC appears on Piper Aircraft Corporation Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceEmpower Annuity Ins Co of America appears on Piper Aircraft Corporation Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Empower Annuity Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Assets changedPiper Aircraft Corporation Pension Plan total assets $7M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232809685-003
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.