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
EHS - Local 153 Pension Plan
Corporate pensionNEW York, NY
Assets
$105M
Total assets, Dec 31, 2024 reported
Funded
86.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: BD. of Trustees, Amended & Restated Hip-Local 153 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.0%
Consultants and advisers
5 firms
- Morgan Stanley Smith Barney, LLC General consultantthrough Dec 31, 2022 Form 5500
- GRM Information Management Services Pension consultantthrough Dec 31, 2022 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Agilis Partners LLC 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)
- Legal & General Inv Mgmt Americaplan years 2022
- Bank of New York Mellonplan years 2022
- Pitta & Giblinplan 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
$322,568 (2023-12) · $305,435 (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 | 977 | $111M | $128M | 86.7% | $105M | n/a | $104M | n/a |
| 2023 to Dec 31, 2023 | 1,000 | $105M | $131M | 80.0% | $112M | n/a | $107M | n/a |
| 2022 to Dec 31, 2022 | 1,009 | $142M | $131M | 108.7% | $106M | n/a | $96.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Agilis Partners LLC codes 11 50 $412,115 PY2024
- Legal & General codes 28 51 $228,032 PY2024
- The Bank of New York Mellon codes 19 28 50 99 $100,345 PY2024
- BDO USA, P.C. codes 10 50 $74,220 PY2024
- Morgan Stanley codes 16 51 $28,125 PY2024
- Pitta & Giblin codes 29 50 $21,399 PY2024
- Steptoe LLP codes 29 50 $14,578 PY2024
- Hip-Opeiu Local 153 Group Trust Sched. D M $104M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Agilis Partners LLC codes 11 50 $580,819 PY2023
- Legal & General codes 28 51 $215,697 PY2023
- The Bank of New York Mellon codes 19 28 50 99 $109,540 PY2023
- BDO USA, P.C. codes 10 50 $65,035 PY2023
- Pitta & Giblin codes 29 50 $61,563 PY2023
- Morgan Stanley codes 16 51 $38,000 PY2023
- Hip-Opeiu Local 153 Group Trust Sched. D M $107M PY2023
- Agilis codes 11 PY2023
- Agilis Partners LLC codes 11 51 $373,566 PY2022
- Legal & General codes 28 51 $226,895 PY2022
- The Bank of New York Mellon codes 19 28 51 99 $83,905 PY2022
- BDO USA codes 10 51 $62,558 PY2022
- Morgan Stanley codes 16 51 $28,125 PY2022
- Pitta & Giblin codes 29 51 $20,000 PY2022
- GRM Information Management Services codes 17 70 $14,693 PY2022
- Hip-Opeiu Local 153 Group Trust Sched. D M $96.0M PY2022
- Agilis codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedEHS - Local 153 Pension Plan funded ratio 80.0% -> 86.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceGRM Information Management Services no longer appears on EHS - Local 153 Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with GRM Information Management Servicesaskebsa.dol.gov
- Jan 1, 2023Funded status changedEHS - Local 153 Pension Plan funded ratio 108.7% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEHS - Local 153 Pension Plan plan assets $142M -> $105M (-26.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132869312-002
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.