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
Intertape Polymer Corp. Marysville Union Pension Plan
Corporate pensionSarasota, FL
Assets
$12.9M
Total assets, Dec 31, 2023 reported
Funded
103.1%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Intertape Polymer Corp.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 25.2%
- Registered investment companies 74.8%
Consultants and advisers
1 firms
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal2 rows, latest Dec 31, 2023
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
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 31, 2023 | 210 | $12.8M | $12.8M | 103.1% | $12.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 213 | $17.6M | $12.5M | 133.2% | $12.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $94,576 PY2023
- Frazier & Deeter codes 10 50 $15,500 PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P $3.3M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $48,709 PY2022
- Frazier & Deeter LLC codes 10 50 $10,600 PY2022
- Sia-Jrg Sched. D P PY2022
- Sia-Q1 Sched. D P PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $1.0M PY2022
- Sia-Cdt Sched. D P PY2022
- Sia-Jg4 Sched. D P PY2022
- Sia-Jmz Sched. D P PY2022
- Principal Financial Group codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedIntertape Polymer Corp. Marysville Union Pension Plan funded ratio 133.2% -> 103.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIntertape Polymer Corp. Marysville Union Pension Plan plan assets $18M -> $13M (-27.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 571088158-006
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.