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
Metropolitan Family Services Employees' Pension
Corporate pensionChicago, IL
Assets
$5.6M
Total assets, Dec 31, 2024 reported
Funded
86.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Metropolitan Family Services
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.9%
- Registered investment companies 91.1%
Consultants and advisers
3 firms
- Principal Custody Solutions Trusteethrough Dec 31, 2023 Form 5500
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Capfinancial Partners, LLCplan years 2022
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
Investment management fees
$4,949 (2023-12) · $16,569 (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 | 141 | $5.6M | $4.8M | 86.1% | $5.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 145 | $5.1M | $4.7M | 80.0% | $5.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 344 | $25.0M | $18.9M | 108.0% | $4.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Deloitte Consulting LLP codes 11 PY2024
- Deloitte Consulting LLP codes 11 50 $73,260 PY2023
- The Wagner Law Group codes 29 50 $17,030 PY2023
- Principal Financial codes 21 25 50 $15,000 PY2023
- Deloitte Consulting LLP codes 11 PY2023
- Deloitte Consulting LLP codes 11 50 $197,230 PY2022
- Epstein Becker & Green PC codes 29 50 $47,848 PY2022
- Wells Fargo Bank N.A. codes 21 25 50 $18,594 PY2022
- Capfinancial Partners codes 28 50 64 72 $16,569 PY2022
- Deloitte Tax LLP codes 10 50 $6,090 PY2022
- Deloitte Consulting LLP codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedMetropolitan Family Services Employees' Pension funded ratio 80.0% -> 86.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedMetropolitan Family Services Employees' Pension plan assets $5M -> $6M (+11.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceCapfinancial Partners no longer appears on Metropolitan Family Services Employees' Pension's Schedule C as investment manager (plan year 2023 vs 2022)with Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedMetropolitan Family Services Employees' Pension total assets $5M -> $5M (+11.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMetropolitan Family Services Employees' Pension funded ratio 108.0% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMetropolitan Family Services Employees' Pension plan assets $25M -> $5M (-79.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362167940-003
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.