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
Retirement Income Plan of Utica Mutual Insurance Company
Corporate pensionNEW Hartford, NY
Assets
$375M
Total assets, Dec 31, 2024 reported
Funded
121.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Utica Mutual Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Registered investment companies 99.6%
Consultants and advisers
6 firms
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Agilis Partners LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC ActuaryPension consultantthrough Dec 31, 2022 Form 5500
- Vanguard Advisors Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Vanguard Group Directed trusteethrough Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- John Hancock Life Insurance Coplan years 2024
- John Hancockplan years 2023
- Transamerica Retirement Solutionsplan years 2023
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
$223,579 (2023-12) · $294,036 (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 | 1,302 | $367M | $274M | 121.6% | $375M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 1,326 | $331M | $272M | 116.8% | $367M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,480 | $460M | $271M | 135.3% | $331M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock codes 12 15 28 38 $193,431 PY2024
- Willis Towers Watson US LLC codes 11 17 50 $111,343 PY2024
- Capfinancial Partners, LLC codes 27 50 $105,000 PY2024
- Fitzgerald, Depietro, and Wojnas codes 10 50 $15,000 PY2024
- Hunton Andrews Kurth LLP codes 29 50 $11,682 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Vanguard Advisors Inc. codes 27 51 $131,106 PY2023
- Transamerica Retirement Solutions codes 12 15 28 38 50 51 $110,612 PY2023
- Capfinancial Partners, LLC codes 27 50 $92,473 PY2023
- Willis Towers Watson US LLC codes 11 17 50 $72,632 PY2023
- John Hancock codes 12 15 28 38 $71,315 PY2023
- Vanguard Fiduciary Trust Company codes 15 25 50 $29,175 PY2023
- Fitzgerald, Depietro, and Wojnas codes 10 50 $15,000 PY2023
- Hunton Andrews Kurth LLP codes 29 50 $9,795 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Vanguard Advisors Inc. codes 27 51 $212,036 PY2022
- Willis Towers Watson US LLC codes 17 50 $185,249 PY2022
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 51 $160,735 PY2022
- Capfinancial Partners, LLC codes 27 50 $75,000 PY2022
- Vanguard Fiduciary Trust Company codes 15 25 50 $51,591 PY2022
- Hunton Andrews Kurth LLP codes 29 50 $20,773 PY2022
- Fitzgerald, Depietro, and Wojnas codes 10 50 $13,000 PY2022
- Agilis Partners LLC codes 17 50 $7,000 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
9 events
- Dec 31, 2024Manager relationship endedinferenceTransamerica Retirement Solutions no longer appears on Retirement Income Plan of Utica Mutual Insurance Company's Schedule C as investment manager (plan year 2024 vs 2023)with Transamerica Retirement Solutionsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceVanguard Advisors Inc. no longer appears on Retirement Income Plan of Utica Mutual Insurance Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Vanguard Advisors Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Income Plan of Utica Mutual Insurance Company funded ratio 116.8% -> 121.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Income Plan of Utica Mutual Insurance Company plan assets $331M -> $367M (+10.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAgilis Partners LLC no longer appears on Retirement Income Plan of Utica Mutual Insurance Company's Schedule C as pension consultant (plan year 2023 vs 2022)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedJohn Hancock appears on Retirement Income Plan of Utica Mutual Insurance Company's Schedule C as investment manager (plan year 2023 vs 2022)with John Hancockaskebsa.dol.gov
- Dec 31, 2023Assets changedRetirement Income Plan of Utica Mutual Insurance Company total assets $331M -> $367M (+10.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Income Plan of Utica Mutual Insurance Company funded ratio 135.3% -> 116.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Income Plan of Utica Mutual Insurance Company plan assets $460M -> $331M (-28.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 150476880-002
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.