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
The Stebbins Engineering and Manufacturing Company Retirement Plan
Corporate pensionWatertown, NY
Assets
$36.4M
Total assets, Dec 31, 2024 reported
Funded
110.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Stebbins Engineering and Manufacturing Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- U.S. Government securities 34.8%
- Registered investment companies 7.0%
- Common stock 55.1%
- Real estate (other than employer real property) 0.9%
Consultants and advisers
4 firms
- Mercer Actuarythrough Dec 31, 2023 Form 5500
- Exeter Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Manning & Napier 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
30 readings
Investment management fees
$252,065 (2023-12) · $270,296 (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 | 261 | $35.3M | $26.1M | 110.2% | $36.4M | n/a | n/a | $328,372 |
| 2023 to Dec 31, 2023 | 275 | $32.6M | $25.8M | 104.3% | $35.3M | n/a | n/a | $0 |
| 2022 to Dec 31, 2022 | 256 | $40.7M | $25.2M | 134.9% | $32.7M | n/a | n/a | $611,073 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Manning & Napier codes 20 21 $272,932 PY2024
- Exeter Trust Company codes 18 $42,945 PY2024
- Milliman, Inc. codes 11 PY2024
- Manning & Napier Advisors codes 20 21 $252,065 PY2023
- Exeter Trust Company codes 18 $40,464 PY2023
- Mercer codes 11 PY2023
- Manning & Napier Advisors codes 20 21 $270,296 PY2022
- Exeter Trust Company codes 18 $62,015 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedThe Stebbins Engineering and Manufacturing Company Retirement Plan funded ratio 104.3% -> 110.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Stebbins Engineering and Manufacturing Company Retirement Plan funded ratio 134.9% -> 104.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Stebbins Engineering and Manufacturing Company Retirement Plan plan assets $41M -> $33M (-19.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 150458520-001
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.