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
Hoffmaster Group Consolidated Pension Plan
Corporate pensionOshkosh, WI
Assets
$8.2M
Total assets, Dec 31, 2024 reported
Funded
91.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Hoffmaster Group, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Corporate debt instruments (other) 3.8%
- U.S. Government securities 6.6%
- Other investments 25.3%
- Partnership/joint venture interests 6.1%
- Registered investment companies 16.9%
- Common stock 37.5%
Consultants and advisers
5 firms
- Midwest Institutional Trust Company Trusteethrough Dec 31, 2024 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough 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
$54,120 (2023-12) · $55,824 (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 | 227 | $8.0M | $8.7M | 91.8% | $8.2M | $499,817 | n/a | n/a |
| 2023 to Dec 31, 2023 | 232 | $7.4M | $8.9M | 91.4% | $8.0M | $452,426 | n/a | n/a |
| 2022 to Dec 31, 2022 | 239 | $9.5M | $8.9M | 97.8% | $7.4M | $425,325 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 50 $112,414 PY2024
- Morgan Stanley Smith Barney LLC codes 15 19 27 33 49 50 55 64 71 72 99 $54,084 PY2024
- Midwest Institutional Trust Company codes 21 50 $21,559 PY2024
- Cliftonlarsonallen LLP codes 10 50 $21,525 PY2024
- Alight Solutions LLC codes 13 50 $3,300 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting, Inc. codes 11 50 $117,961 PY2023
- Morgan Stanley Smith Barney LLC codes 15 19 27 33 49 50 55 64 71 72 99 $50,820 PY2023
- BMO Harris Bank N.A. codes 21 50 $21,490 PY2023
- Cliftonlarsonallen LLP codes 10 50 $15,750 PY2023
- Alight Solutions LLC codes 50 $3,300 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 11 50 $141,123 PY2022
- Morgan Stanley Smith Barney LLC codes 15 19 27 33 49 50 55 64 71 72 99 $55,824 PY2022
- BMO Harris Bank N.A. codes 21 50 $23,125 PY2022
- Cliftonlarsonallen LLP codes 10 50 $13,750 PY2022
- Alight Solutions LLC codes 50 $3,300 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedHoffmaster Group Consolidated Pension Plan funded ratio 97.8% -> 91.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHoffmaster Group Consolidated Pension Plan plan assets $9M -> $7M (-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 203642844-009
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.