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

Elementis Chemicals Inc. Employees' Retirement Plan

Corporate pensionEast Windsor, NJ
Assets
$5.0M
Total assets, Dec 31, 2024 reported
Funded
127.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
22
none on the tape
Plan sponsor: Elementis Chemical Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
22 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$106,020 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$319,107 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$84,624 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$162,847 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$170,674 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$110,336 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$166,683 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$162,582 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$652,756 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$26,622 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$215,582 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$164,018 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$166,146 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$207,169 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$223,964 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$678,053 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$5.0M Dec 31, 2024 reported Form 5500
$5.3M (2023-12) · $5.2M (2022-12)
Plan assets
$5.3M Jan 1, 2024 reported Form 5500
$5.2M (2023-01) · $6.8M (2022-01)
Net assets
$5.0M Dec 31, 2024 reported Form 5500
$5.3M (2023-12) · $5.2M (2022-12)
Funded ratio
127.2% Jan 1, 2024 reported Form 5500
125.5% (2023-01) · 146.3% (2022-01)
Funding target
$4.4M Jan 1, 2024 reported Form 5500
$4.5M (2023-01) · $4.5M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.08% (2023-01) · 5.32% (2022-01)
Participants
196 Jan 1, 2024 reported Form 5500
198 (2023-01) · 197 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$331,259 Dec 31, 2024 reported Form 5500
$328,154 (2023-12) · $345,097 (2022-12)
Net investment income
$-310,111 Dec 31, 2024 reported Form 5500
$118,507 (2023-12) · $-1.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024196$5.3M$4.4M127.2%$5.0Mn/an/an/a
2023 to Dec 31, 2023198$5.2M$4.5M125.5%$5.3Mn/an/an/a
2022 to Dec 31, 2022197$6.8M$4.5M146.3%$5.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $20,938 PY2024
  • Prin Liquid Assets Sep Acct-I3 Sched. D P $106,020 PY2024
  • Prin Lgcap S&p 500 Index Sa-I4 Sched. D P PY2024
  • Prin Smcap S&p 600 Index Sa-I4 Sched. D P PY2024
  • Prin Midcap S&p 400 Idx Sa-I4 Sched. D P PY2024
  • Prin Largecap Growth I Sa-I2 Sched. D P PY2024
  • Prin Ldi Short Dur Sep Acct-I3 Sched. D P $319,107 PY2024
  • Prin Ldi Intrm Dur Sep Acct-I3 Sched. D P $2.6M PY2024
  • Prin Ldi Long Duration Sa-I3 Sched. D P $2.0M PY2024
  • Prin Equity Income Sa-I3 Sched. D P PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $20,938 PY2023
  • Prin Midcap S&p 400 Idx Sa-I4 Sched. D P $110,336 PY2023
  • Prin Liquid Assets Sep Acct-I3 Sched. D P $84,624 PY2023
  • Prin Lgcap S&p 500 Index Sa-I4 Sched. D P $162,847 PY2023
  • Prin Smcap S&p 600 Index Sa-I4 Sched. D P $170,674 PY2023
  • Prin Largecap Growth I Sa-I2 Sched. D P $166,683 PY2023
  • Prin Ldi Long Duration Sa-I3 Sched. D P $1.1M PY2023
  • Prin Equity Income Sa-I3 Sched. D P $162,582 PY2023
  • Prin Ldi Short Dur Sep Acct-I3 Sched. D P $652,756 PY2023
  • Prin Ldi Intrm Dur Sep Acct-I3 Sched. D P $2.3M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $14,423 PY2022
  • Prin Lgcap S&p 500 Index Sa-I4 Sched. D P $215,582 PY2022
  • Prin Smcap S&p 600 Index Sa-I4 Sched. D P $164,018 PY2022
  • Prin Midcap S&p 400 Idx Sa-I4 Sched. D P $166,146 PY2022
  • Prin Ldi Short Dur Sep Acct-I3 Sched. D P $678,053 PY2022
  • Prin Liquid Assets Sep Acct-I3 Sched. D P $26,622 PY2022
  • Prin Ldi Intrm Dur Sep Acct-I3 Sched. D P $2.1M PY2022
  • Prin Largecap Growth I Sa-I2 Sched. D P $207,169 PY2022
  • Prin Ldi Long Duration Sa-I3 Sched. D P $1.0M PY2022
  • Prin Equity Income Sa-I3 Sched. D P $223,964 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
7 events
  • Dec 31, 2024Holding endedinference
    Elementis Chemicals Inc. Employees' Retirement Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $170,674 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Elementis Chemicals Inc. Employees' Retirement Plan no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $166,683 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Elementis Chemicals Inc. Employees' Retirement Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $162,847 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Elementis Chemicals Inc. Employees' Retirement Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $110,336 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Elementis Chemicals Inc. Employees' Retirement Plan no longer reports Prin Equity Income Sa-Z (Principal) (last held $162,582 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Elementis Chemicals Inc. Employees' Retirement Plan funded ratio 146.2% -> 125.5% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Elementis Chemicals Inc. Employees' Retirement Plan plan assets $7M -> $5M (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510259017-001
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.