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

Western Union International, Inc. Pension Plan

Corporate pensionBasking Ridge, NJ
Assets
$3.5M
Total assets, Dec 31, 2023 reported
Funded
88.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Verizon Business Global LLC
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • U.S. Government securities 0.0%
  • Common/collective trusts 66.8%
Consultants and advisers
4 firms
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
From Schedule C (investment management, code 28)
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$771,694 heldDisclosed holdingaskebsa.dol.gov
Size and funding
22 readings
Total assets
$3.5M Dec 31, 2023 reported Form 5500
$46.1M (2022-12)
Plan assets
$44.8M Jan 1, 2023 reported Form 5500
$57.7M (2022-01)
Net assets
$2.5M Dec 31, 2023 reported Form 5500
$44.8M (2022-12)
Funded ratio
88.3% Jan 1, 2023 reported Form 5500
99.8% (2022-01)
Funding target
$42.8M Jan 1, 2023 reported Form 5500
$43.8M (2022-01)
Discount rate
5.09% Jan 1, 2023 reported Form 5500
5.24% (2022-01)
Participants
824 Jan 1, 2023 reported Form 5500
833 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$43.4M Dec 31, 2023 reported Form 5500
$4.7M (2022-12)
Net investment income
$-42.3M Dec 31, 2023 reported Form 5500
$-13.0M (2022-12)
Investment management fees
$51,256 Dec 31, 2023 reported Form 5500
$81,559 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023824$44.8M$42.8M88.3%$3.5Mn/an/an/a
2022 to Dec 31, 2022833$57.7M$43.8M99.8%$46.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2023Assets changed
    Western Union International, Inc. Pension Plan total assets $46M -> $3M (-92.4%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Western Union International, Inc. Pension Plan funded ratio 99.8% -> 88.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Western Union International, Inc. Pension Plan plan assets $58M -> $45M (-22.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 900357488-008
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.