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 Income Plan for Employees of Interface Performance Materials, Inc.

Corporate pensionGlastonbury, CT
Assets
$34.0M
Total assets, Jun 30, 2025 reported
Funded
91.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Alkegen
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Other investments 5.8%
  • Registered investment companies 92.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
13 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
33 readings
Total assets
$34.0M Jun 30, 2025 reported Form 5500
$34.3M (2024-06) · $35.3M (2023-06)
Plan assets
$34.3M Jul 1, 2024 reported Form 5500
$35.2M (2023-07) · $36.5M (2022-07)
Net assets
$34.0M Jun 30, 2025 reported Form 5500
$34.3M (2024-06) · $35.2M (2023-06)
Funded ratio
91.4% Jul 1, 2024 reported Form 5500
97.5% (2023-07) · 99.7% (2022-07)
Funding target
$37.4M Jul 1, 2024 reported Form 5500
$39.0M (2023-07) · $39.4M (2022-07)
Discount rate
5.19% Jul 1, 2024 reported Form 5500
5.16% (2023-07) · 5.33% (2022-07)
Participants
368 Jul 1, 2024 reported Form 5500
371 (2023-07) · 375 (2022-07)
Contributions
$664,096 Jun 30, 2025 reported Form 5500
$526,812 (2024-06) · $560,855 (2023-06)
Benefits paid
$3.1M Jun 30, 2025 reported Form 5500
$3.1M (2024-06) · $3.0M (2023-06)
Net investment income
$-277,855 Jun 30, 2025 reported Form 5500
$-901,496 (2024-06) · $-1.3M (2023-06)
Investment management fees
$51,815 Jun 30, 2025 reported Form 5500
$51,422 (2024-06) · $57,937 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025368$34.3M$37.4M91.4%$34.0M$0$0$0
2023 to Jun 30, 2024371$35.2M$39.0M97.5%$34.3M$0$0$0
2022 to Jun 30, 2023375$36.5M$39.4M99.7%$35.3M$0n/a$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jul 1, 2024Funded status changed
    Retirement Income Plan for Employees of Interface Performance Materials, Inc. funded ratio 97.5% -> 91.4% (2023-07-01 to 2024-07-01)
  • Jul 1, 2023Funded status changed
    Retirement Income Plan for Employees of Interface Performance Materials, Inc. funded ratio 99.7% -> 97.5% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060865505-020
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.