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
Retirement Plan for Employees of the Millers Insurance Group
Corporate pensionDallas, TX
Assets
$10.2M
Total assets, Dec 31, 2024 reported
Funded
108.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Hallmark Financial Services Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.5%
- Registered investment companies 96.5%
Consultants and advisers
3 firms
- Wealthspire Retirement Advisory General consultantthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Principal Spectrum Asset Management 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
33 readings
Investment management fees
$25,000 (2023-12) · $20,529 (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 | 270 | $10.2M | $9.0M | 108.7% | $10.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 278 | $9.6M | $9.4M | 107.8% | $10.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 290 | $12.2M | $9.7M | 109.7% | $9.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 15 17 50 70 $49,767 PY2024
- NFP Retirement Inc. codes 16 $25,000 PY2024
- Grant Thornton, LLP codes 10 $23,175 PY2024
- Principal Financial Group, Inc. codes 15 21 50 63 64 $11,274 PY2024
- USI Consulting Group codes 11 PY2024
- Grant Thornton, LLP codes 10 $70,920 PY2023
- USI Consulting Group codes 11 15 17 50 70 $59,270 PY2023
- NFP Retirement Inc. codes 16 $25,000 PY2023
- Principal Financial Group, Inc. codes 15 21 50 63 64 $10,972 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 15 17 50 70 $48,576 PY2022
- NFP Retirement Inc. codes 16 $18,750 PY2022
- Principal Financial Group, Inc. codes 15 21 50 63 64 $11,616 PY2022
- USI Consulting Group codes 11 PY2022
What changed
1 events
- Jan 1, 2023Assets changedRetirement Plan for Employees of the Millers Insurance Group plan assets $12M -> $10M (-21.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 750439860-001
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.