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
Employees Pension Plan of United Conveyor Corporation
Corporate pensionWaukegan, IL
Assets
$21.9M
Total assets, Dec 31, 2024 reported
Funded
93.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: United Conveyor, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 18.6%
- Registered investment companies 80.2%
Consultants and advisers
3 firms
- Fidelity Investments Pension consultantthrough Dec 31, 2022 Form 5500
- FID Mgmt Trust Co Trusteethrough Dec 31, 2023 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 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, 2024 | Schroder Collective Investment Truscollective trust | SEI Trust Co | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Schroder Collective Investment Truscollective trust | SEI Trust Co | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Schroder Collective Investment Truscollective trust | SEI Trust Co | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 315 | $21.8M | $24.7M | 93.7% | $21.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 323 | $20.6M | $25.0M | 90.4% | $21.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 333 | $27.1M | $24.6M | 107.8% | $20.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Mgmt Trust Co codes 21 50 $80,041 PY2024
- FID Inv. Inst. Ops Co codes 17 50 $19,620 PY2024
- Schroder Value Long Duration Trust Sched. D C $4.1M PY2024
- Fidelity Investments codes 11 PY2024
- FID Inv. Inst. Ops Co codes 17 50 $41,016 PY2023
- FID Mgmt Trust Co codes 21 50 $33,029 PY2023
- Schroder Value Long Duration Trust Sched. D C $4.4M PY2023
- Fidelity Investments codes 11 PY2023
- FID Inv. Inst. Ops Co codes 17 50 $21,537 PY2022
- Schroder Value Long Duration Trust Sched. D C $4.1M PY2022
- Fidelity Investments codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedEmployees Pension Plan of United Conveyor Corporation funded ratio 90.4% -> 93.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedEmployees Pension Plan of United Conveyor Corporation funded ratio 107.8% -> 90.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees Pension Plan of United Conveyor Corporation plan assets $27M -> $21M (-23.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361895960-002
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.