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
Weil, Gotshal & Manges Partners' Variable Annuity Plan
Corporate pensionNEW York, NY
Assets
$128M
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Weil, Gotshal & Manges LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 5.3%
- Master trust investment accounts 94.7%
Consultants and advisers
2 firms
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- PWC US Consulting LLP 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
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
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 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $19.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $21.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 234 | $127M | $126M | 100.4% | $128M | n/a | $122M | n/a |
| 2023 to Dec 31, 2023 | 233 | $96.3M | $95.8M | 100.5% | $127M | n/a | $105M | n/a |
| 2022 to Dec 31, 2022 | 211 | $90.0M | $89.4M | 100.7% | $96.3M | n/a | $71.4M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Northern Trust Company codes 18 19 50 $34,178 PY2024
- NT Collective Short Term Investment Sched. D C $6.8M PY2024
- WGM Master Trust Sched. D M $122M PY2024
- PWC US Consulting LLP codes 11 PY2024
- The Northern Trust Company codes 18 19 50 $48,185 PY2023
- NT Collective Short Term Investment Sched. D C $19.4M PY2023
- WGM Master Trust Sched. D M $105M PY2023
- PWC US Consulting LLP codes 11 PY2023
- The Northern Trust Company codes 18 19 50 $36,094 PY2022
- WGM Master Trust Sched. D M $71.4M PY2022
- NT Collective Short Term Investment Sched. D C $21.3M PY2022
- PWC US Consulting LLP codes 11 PY2022
What changed
2 events
- Jan 1, 2024Assets changedWeil, Gotshal & Manges Partners' Variable Annuity Plan plan assets $96M -> $127M (+31.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedWeil, Gotshal & Manges Partners' Variable Annuity Plan total assets $96M -> $127M (+31.5%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131456110-013
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.