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

NUS Corporation Employees' Pension Plan

Corporate pensionHouston, TX
Assets
$47.4M
Total assets, Dec 31, 2024 reported
Funded
95.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Kellogg Brown & Root LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 97.8%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
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
32 readings
Total assets
$47.4M Dec 31, 2024 reported Form 5500
$46.8M (2023-12) · $45.2M (2022-12)
Plan assets
$46.1M Jan 1, 2024 reported Form 5500
$45.2M (2023-01) · $57.5M (2022-01)
Net assets
$47.4M Dec 31, 2024 reported Form 5500
$46.8M (2023-12) · $45.2M (2022-12)
Funded ratio
95.6% Jan 1, 2024 reported Form 5500
97.8% (2023-01) · 106.2% (2022-01)
Funding target
$49.6M Jan 1, 2024 reported Form 5500
$50.8M (2023-01) · $51.0M (2022-01)
Discount rate
4.97% Jan 1, 2024 reported Form 5500
5.09% (2023-01) · 5.26% (2022-01)
Participants
1,389 Jan 1, 2024 reported Form 5500
1,402 (2023-01) · 1,410 (2022-01)
Contributions
$1.2M Dec 31, 2024 reported Form 5500
$887,591 (2023-12)
Benefits paid
$4.2M Dec 31, 2024 reported Form 5500
$4.1M (2023-12) · $4.0M (2022-12)
Net investment income
$671,342 Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $-12.3M (2022-12)
Investment management fees
$70,502 Dec 31, 2024 reported Form 5500
$134,509 (2023-12) · $38,841 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,389$46.1M$49.6M95.6%$47.4Mn/a$46.4Mn/a
2023 to Dec 31, 20231,402$45.2M$50.8M97.8%$46.8Mn/a$45.9Mn/a
2022 to Dec 31, 20221,410$57.5M$51.0M106.2%$45.2Mn/a$45.2Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    NUS Corporation Employees' Pension Plan funded ratio 97.8% -> 95.6% (2023-01-01 to 2024-01-01)
  • Jan 1, 2023Funded status changed
    NUS Corporation Employees' Pension Plan funded ratio 106.2% -> 97.8% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    NUS Corporation Employees' Pension Plan plan assets $57M -> $45M (-21.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 203897734-003
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.