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
Advancion Corporation Defined Benefit Plan
Corporate pensionBuffalo Grove, IL
Assets
$10.5M
Total assets, Dec 31, 2024 reported
Funded
87.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Advancion Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.7%
- Registered investment companies 86.7%
Consultants and advisers
2 firms
- First State Trust Company Trusteethrough Dec 31, 2022 Form 5500
- The Angell Pension Group, Inc. Actuarythrough 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)
- Creative Planningplan 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
$20,000 (2023-12) · $25,000 (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 | 128 | $10.0M | $12.6M | 87.2% | $10.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 129 | $8.9M | $11.9M | 82.1% | $10.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 130 | $14.2M | $11.0M | 128.6% | $8.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Creative Planning codes 28 $20,000 PY2024
- First State Trust Company codes 21 59 60 63 $5,707 PY2024
- The Angell Pension Group, Inc. codes 11 $5,004 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- Creative Planning codes 28 $20,000 PY2023
- The Angell Pension Group, Inc. codes 11 $11,584 PY2023
- First State Trust Company codes 21 59 60 63 $5,707 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Creative Planning codes 28 $25,000 PY2022
- First State Trust Company codes 21 59 60 63 $6,891 PY2022
- The Angell Pension Group, Inc. codes 11 $2,513 PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedAdvancion Corporation Defined Benefit Plan funded ratio 82.1% -> 87.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAdvancion Corporation Defined Benefit Plan plan assets $9M -> $10M (+11.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedAdvancion Corporation Defined Benefit Plan total assets $9M -> $10M (+11.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAdvancion Corporation Defined Benefit Plan funded ratio 128.6% -> 82.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAdvancion Corporation Defined Benefit Plan plan assets $14M -> $9M (-37.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363185557-001
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.