DFX Intelligence

Allocator Intelligence

Harvard Club of Boston Retirement Plan for Employees

Corporate pension· Boston, Massachusetts

Corporate pension, based in Boston, Massachusetts, reporting $97,522 in assets, for 255 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$97,522
Funded ratio
67.2%
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Aug 2024, Harvard Club of Boston Retirement Plan for Employees total assets $8M -> $97,522 (-98.8%, 2023-08-31 to 2024-08-31).

Relationship network

3 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Harvard Club of Boston Retirement Plan for Employees
MA
Reading the network
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$97,522
Total assets, Aug 31, 2024 reported
Funded
67.2%
Sep 1, 2023
Private markets target
no policy read
policy Aug 31, 2024
Commitments
0
none on the tape
Plan sponsor: Harvard Club of Boston

Allocation policy

Form 5500, as of Aug 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 77.9%

Consultants and advisers

1 firm

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on Schedule C
From Schedule C (investment management, code 28)

What changed

2 events
  • Aug 31, 2024Assets changed
    Harvard Club of Boston Retirement Plan for Employees total assets $8M -> $97,522 (-98.8%, 2023-08-31 to 2024-08-31)
    askebsa.dol.gov
  • Sep 1, 2023Funded status changed
    Harvard Club of Boston Retirement Plan for Employees funded ratio 74.5% -> 67.2% (2022-09-01 to 2023-09-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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

21 readings
Total assets
$97,522 Aug 31, 2024 reported Form 5500
$8.2M (2023-08)
Plan assets
$8.2M Sep 1, 2023 reported Form 5500
$7.9M (2022-09)
Net assets
$0 Aug 31, 2024 reported Form 5500
$8.0M (2023-08)
Funded ratio
67.2% Sep 1, 2023 reported Form 5500
74.5% (2022-09)
Funding target
$11.6M Sep 1, 2023 reported Form 5500
$11.3M (2022-09)
Discount rate
5.27% Sep 1, 2023 reported Form 5500
5.42% (2022-09)
Participants
255 Sep 1, 2023 reported Form 5500
256 (2022-09)
Contributions
$646,009 Aug 31, 2024 reported Form 5500
$651,008 (2023-08)
Benefits paid
$9.4M Aug 31, 2024 reported Form 5500
$747,100 (2023-08)
Net investment income
-$8.0M Aug 31, 2024 reported Form 5500
$174,153 (2023-08)
Investment management fees
$46,899 Aug 31, 2023 reported Form 5500

Form 5500 filings

2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Aug 31, 2024255$8.2M$11.6M67.2%$97,522Not disclosedNot disclosedNot disclosed
2022 to Aug 31, 2023256$7.9M$11.3M74.5%$8.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+1 more service provider

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 041423320-001
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.

Not yet on record: fund commitments, managers.

Record history

2 dated events on the change ledger, latest event first
  • Total assets changed
    2024-08-31source on record
  • Funded status changed
    2023-09-01source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+3 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.