DFX Intelligence
Allocator Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Corporate pension
A•• S••••••• E••••••••• R••••••••• P•••
Corporate pensionShelton, CT
Assets
$63.9M
Total assets, Dec 31, 2024 reported
Funded
105.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: E••••••• P••••••• C••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Trusteethrough 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
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
Investment management fees
$13,686 (2023-12) · $46,641 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 494 | $69.5M | $72.8M | 105.1% | $63.9M | n/a | $63.9M | n/a |
| 2023 to Dec 31, 2023 | 507 | $70.5M | $76.4M | 101.6% | $69.5M | n/a | $69.5M | n/a |
| 2022 to Dec 31, 2022 | 547 | $104M | $79.0M | 124.5% | $70.5M | n/a | $70.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• Human Resource Consulting codes 11 17 27 50 $61,478 PY2024
- Morneau Shepell/lifeworks codes 13 50 $48,747 PY2024
- N••••••• T•••• Company codes 21 50 62 99 $30,021 PY2024
- Rubinbrown LLP codes 10 50 $19,500 PY2024
- EPC Co Ret P•••s Master Trust Sched. D M $63.9M PY2024
- M••••• codes 11 PY2024
- M••••• Human Resource Consulting codes 11 17 27 50 $49,257 PY2023
- N••••••• T•••• Company codes 21 50 62 99 $47,545 PY2023
- Rubinbrown LLP codes 10 50 $19,000 PY2023
- Morneau Shepell/lifeworks codes 13 50 $13,685 PY2023
- EPC Co Ret P•••s Master Trust Sched. D M $69.5M PY2023
- M••••• codes 11 PY2023
- M••••• Human Resource Consulting codes 11 17 27 50 $74,578 PY2022
- N••••••• T•••• Company codes 21 50 62 99 $49,676 PY2022
- Morneau Shepell Limited codes 13 50 $46,696 PY2022
- Rubinbrown LLP codes 10 50 $18,500 PY2022
- EPC Co Ret P•••s Master Trust Sched. D M $70.5M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedA•• S••••••• E••••••••• R••••••••• P••• funded ratio 101.6% -> 105.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedA•• S••••••• E••••••••• R••••••••• P••• funded ratio 124.5% -> 101.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA•• S••••••• E••••••••• R••••••••• P••• plan assets $104M -> $71M (-32.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431863181-006
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.