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.
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Corporate pension
B••••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P•••
Corporate pensionHagerstown, MD
Assets
$15.8M
Total assets, Dec 31, 2024 reported
Funded
102.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: B••••••• M••••• I•••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 25.3%
- Registered investment companies 74.7%
Consultants and advisers
3 firms
- C•••••••• I••••••••• R••••••• A•••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- W•••• I••••••••• A•••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
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
- P••••••••15 rows, latest Dec 31, 2024
Commitments
15 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, 2024 | P••• R••• E••••• S••• S•••separate account | P•••••••• | Real estate | $727,960 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $938,791 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $947,766 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $133,576 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• E•• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• R••• E••••• S••• S•••separate account | P•••••••• | Real estate | $741,221 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $964,185 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $139,287 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• E•• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• R••• E••••• S••• S•••separate account | P•••••••• | Real estate | $909,688 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $833,303 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $953,944 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $109,024 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• E•• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 109 | $15.0M | $13.8M | 102.8% | $15.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 113 | $13.2M | $13.9M | 89.7% | $15.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 116 | $17.5M | $12.6M | 130.8% | $13.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C•••••••• I••••••••• R••••••• A•••• codes 27 99 PY2024
- P••• R••• E••••• S••• S••• Sched. D P $727,960 PY2024
- P••• L•• L••• D••••••• S••• Sched. D P $938,791 PY2024
- P••• L•• S•••• D•• S•• A••••• Sched. D P $947,766 PY2024
- P••• L•• I•••• D•• S•• A••••• Sched. D P $133,576 PY2024
- P••• L•• E•• D•• S•• A••••• Sched. D P $1.3M PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- Pensionmark Retirement Group codes 27 99 PY2023
- C•••••••• I••••••••• R••••••• A•••• codes 27 99 PY2023
- P••• L•• L••• D••••••• S••• Sched. D P $1.0M PY2023
- P••• R••• E••••• S••• S••• Sched. D P $741,221 PY2023
- P••• L•• S•••• D•• S•• A••••• Sched. D P $964,185 PY2023
- P••• L•• I•••• D•• S•• A••••• Sched. D P $139,287 PY2023
- P••• L•• E•• D•• S•• A••••• Sched. D P $1.6M PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- Pensionmark Retirement Group codes 27 99 PY2022
- P••• L•• L••• D••••••• S••• Sched. D P $833,303 PY2022
- P••• L•• I•••• D•• S•• A••••• Sched. D P $109,024 PY2022
- P••• R••• E••••• S••• S••• Sched. D P $909,688 PY2022
- P••• L•• E•• D•• S•• A••••• Sched. D P $1.2M PY2022
- P••• L•• S•••• D•• S•• A••••• Sched. D P $953,944 PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferencePensionmark Retirement Group no longer appears on B••••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with W•••• I••••••••• A•••••••• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedB••••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P••• funded ratio 89.7% -> 102.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedB••••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P••• plan assets $13M -> $15M (+14.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceC•••••••• I••••••••• R••••••• A•••• appears on B••••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C•••••••• I••••••••• R••••••• A••••askebsa.dol.gov
- Dec 31, 2023Assets changedB••••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P••• total assets $13M -> $15M (+14.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedB••••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P••• funded ratio 130.8% -> 89.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB••••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P••• plan assets $18M -> $13M (-24.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520254590-001
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.