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

Information Alliance Pension Plan

Corporate pensionHouston, TX
Assets
$8.4M
Total assets, Dec 31, 2024 reported
Funded
115.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Sabic Innovative Plastics US LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
1 firms
  • Mercer 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)
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
Total assets
$8.4M Dec 31, 2024 reported Form 5500
$9.3M (2023-12) · $8.2M (2022-12)
Plan assets
$9.3M Jan 1, 2024 reported Form 5500
$9.1M (2023-01) · $11.6M (2022-01)
Net assets
$8.3M Dec 31, 2024 reported Form 5500
$9.2M (2023-12) · $8.2M (2022-12)
Funded ratio
115.9% Jan 1, 2024 reported Form 5500
110.9% (2023-01) · 120.9% (2022-01)
Funding target
$8.6M Jan 1, 2024 reported Form 5500
$9.0M (2023-01) · $9.3M (2022-01)
Discount rate
5.00% Jan 1, 2024 reported Form 5500
5.13% (2023-01) · 5.29% (2022-01)
Participants
193 Jan 1, 2024 reported Form 5500
199 (2023-01) · 203 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$900,000 (2023-12) · $400,000 (2022-12)
Benefits paid
$722,634 Dec 31, 2024 reported Form 5500
$789,469 (2023-12) · $757,863 (2022-12)
Net investment income
$-877,450 Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $-3.1M (2022-12)
Investment management fees
$10,000 Dec 31, 2024 reported Form 5500
$3,604 (2023-12) · $10,625 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024193$9.3M$8.6M115.9%$8.4Mn/a$8.4Mn/a
2023 to Dec 31, 2023199$9.1M$9.0M110.9%$9.3Mn/a$9.3Mn/a
2022 to Dec 31, 2022203$11.6M$9.3M120.9%$8.2Mn/a$8.2Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer codes 11 50 $46,000 PY2024
  • AON Consulting codes 13 50 $17,649 PY2024
  • Ssga codes 28 50 51 $10,000 PY2024
  • Alight Solutions LLC codes 14 50 $6,169 PY2024
  • Sabic Ip Master Ret Db Pension Trst Sched. D M $8.4M PY2024
  • Mercer codes 11 PY2024
  • Mercer codes 11 50 $45,000 PY2023
  • AON Consulting codes 13 50 $16,613 PY2023
  • Sabic Ip Master Ret Db Pension Trst Sched. D M $9.3M PY2023
  • Mercer codes 11 PY2023
  • Mercer codes 11 50 $46,800 PY2022
  • AON Consulting codes 10 13 50 $15,585 PY2022
  • Ssga codes 28 50 51 $10,625 PY2022
  • Sabic Ip Master Ret Db Pension Trst Sched. D M $8.2M PY2022
  • Mercer codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Manager relationship started
    Ssga appears on Information Alliance Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
  • Jan 1, 2024Funded status changed
    Information Alliance Pension Plan funded ratio 110.9% -> 115.9% (2023-01-01 to 2024-01-01)
  • Dec 31, 2023Manager relationship endedinference
    Ssga no longer appears on Information Alliance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
  • Dec 31, 2023Assets changed
    Information Alliance Pension Plan total assets $8M -> $9M (+13.0%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Information Alliance Pension Plan funded ratio 120.9% -> 110.9% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Information Alliance Pension Plan plan assets $12M -> $9M (-22.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 331169273-006
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.