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
CBC Coating, Inc. Employees' Pension Plan
Corporate pensionAppleton, WI
Assets
n/a
Total assets, Dec 5, 2023 reported
Funded
126.9%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: CBC Coating, Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.5%
- Corporate debt instruments (other) 33.3%
- Registered investment companies 47.6%
- Common stock 6.4%
- Preferred stock 6.7%
Consultants and advisers
3 firms
- Aon Pension consultantthrough Dec 5, 2023 Form 5500
- Associated Bank, N.A. Trusteethrough Dec 5, 2023 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
1 managers on Schedule C
From Schedule C (investment management, code 28)
- North Star Asset Management, Inc.plan 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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 5, 2023 | 278 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 413 | $39.5M | $27.9M | 126.9% | $24.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 17 50 $174,212 PY2023
- North Star Asset Management, Inc. codes 28 50 51 $43,227 PY2023
- Associated Bank, N.A. codes 21 50 $22,299 PY2023
- Kerberrose Sc codes 10 50 $16,000 PY2023
- Menn Law Firm Ltd codes 29 50 $7,585 PY2023
- North Star Asset Management, Inc. codes 28 50 51 $88,035 PY2022
- AON Consulting Inc. codes 11 PY2022
What changed
2 events
- Dec 31, 2023Consultant changedinferenceAON Consulting appears on CBC Coating, Inc. Employees' Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Aonaskebsa.dol.gov
- Dec 5, 2023Assets changedCBC Coating, Inc. Employees' Pension Plan total assets $24M -> $0 (-100.0%, 2022-12-31 to 2023-12-05)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390572820-004
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.