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
Senior Operations LLC Pension Plan for Hourly Employees at Burbank, CA Represented by Uaw Local 509
Corporate pensionBartlett, IL
Assets
n/a
Total assets, Dec 12, 2023 reported
Funded
95.1%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
3
none on the tape
Plan sponsor: Senior Operations LLC
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 24.8%
- Registered investment companies 66.7%
Consultants and advisers
1 firms
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Massachusetts Mutual Life Insurance Companyplan years 2022
- Delaware Investmentsplan years 2022
- The Vanguard Groupplan years 2022
Commitments
3 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, 2022 | Fidelity 500 Indexseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual US Govt Mny Mkt R5separate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Long Duration Bond (empower)separate account | Massachusetts Mutual Life Insurance | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 12, 2023 | 435 | $9.5M | $9.2M | 95.1% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 458 | $12.1M | $10.5M | 107.7% | $9.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Ins Company of Amer codes 13 64 $1,466 PY2023
- Massachusetts Mutual Life Ins. Co. codes 52 60 62 63 72 PY2023
- Delaware Investments codes 52 PY2023
- Vanguard codes 52 PY2023
- Long Duration Bond (empower Sched. D P PY2023
- Extnd Duration Bond (delaw) Sia-Cmw Sched. D P PY2023
- Core Bond (massmutual) Sia-E Sched. D P PY2023
- Shrt Term Bd Indx Fd (vang) Sia-Jrs Sched. D P PY2023
- Milliman, Inc. codes 11 PY2023
- Empower Annuity Ins Company of Amer codes 13 64 $8,532 PY2022
- Delaware Investments codes 52 PY2022
- Vanguard codes 52 PY2022
- Massachusetts Mutual Life Ins. Co. codes 52 60 62 63 72 PY2022
- Shrt Term Bd Indx Fd (vang) Sia-Jrs Sched. D P $1.8M PY2022
- Long Duration Bond (empower Sched. D P $2.4M PY2022
- Extnd Duration Bond (delaw) Sia-Cmw Sched. D P $869,600 PY2022
- Core Bond (massmutual) Sia-E Sched. D P $3.7M PY2022
- Milliman Inc. codes 11 PY2022
What changed
3 events
- Dec 12, 2023Assets changedSenior Operations LLC Pension Plan for Hourly Employees at Burbank, CA Represented by Uaw Local 509 total assets $9M -> $0 (-100.0%, 2022-12-31 to 2023-12-12)
- Jan 1, 2023Funded status changedSenior Operations LLC Pension Plan for Hourly Employees at Burbank, CA Represented by Uaw Local 509 funded ratio 107.7% -> 95.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSenior Operations LLC Pension Plan for Hourly Employees at Burbank, CA Represented by Uaw Local 509 plan assets $12M -> $9M (-22.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942918781-004
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.