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 Plan of First County Bank

Corporate pensionStamford, CT
Assets
$76.0M
Total assets, Dec 31, 2024 reported
Funded
197.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
33
none on the tape
Plan sponsor: First County Bank
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 88.7%
  • Registered investment companies 11.3%
Consultants and advisers
3 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
Commitments
33 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$128,428 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Gl Real Est Sec Sa-Zseparate accountPrincipalPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$19.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Gl Real Est Sec Sa-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$234,472 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$194,840 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Gl Real Est Sec Sa-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$76.0M Dec 31, 2024 reported Form 5500
$70.5M (2023-12) · $63.1M (2022-12)
Plan assets
$70.5M Jan 1, 2024 reported Form 5500
$63.1M (2023-01) · $77.5M (2022-01)
Net assets
$76.0M Dec 31, 2024 reported Form 5500
$70.5M (2023-12) · $63.1M (2022-12)
Funded ratio
197.0% Jan 1, 2024 reported Form 5500
195.3% (2023-01) · 202.3% (2022-01)
Funding target
$36.4M Jan 1, 2024 reported Form 5500
$35.5M (2023-01) · $35.8M (2022-01)
Discount rate
5.19% Jan 1, 2024 reported Form 5500
5.32% (2023-01) · 5.49% (2022-01)
Participants
244 Jan 1, 2024 reported Form 5500
208 (2023-01) · 240 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $1.0M (2022-12)
Benefits paid
$1.8M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $4.7M (2022-12)
Net investment income
$5.4M Dec 31, 2024 reported Form 5500
$7.4M (2023-12) · $-14.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024244$70.5M$36.4M197.0%$76.0Mn/an/an/a
2023 to Dec 31, 2023208$63.1M$35.5M195.3%$70.5Mn/an/an/a
2022 to Dec 31, 2022240$77.5M$35.8M202.3%$63.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $220,628 PY2024
  • USI Consulting Group codes 11 50 $18,500 PY2024
  • Excel Wealth Management, LLC codes 27 99 PY2024
  • Prin Core Plus Bond Sep Acct-Z Sched. D P $6.8M PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $20.9M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $5.4M PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $7.6M PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $128,428 PY2024
  • Prin Glbl Emerg Markets Sa-Z Sched. D P $1.4M PY2024
  • Prin Intl Equity Index Sa-Z Sched. D P $2.8M PY2024
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $11.5M PY2024
  • Prin Gl Real Est Sec Sa-Z Sched. D P $1.4M PY2024
  • Prin High Yield Sep Acct-Z Sched. D P $2.7M PY2024
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $6.8M PY2024
  • USI Consulting Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $251,966 PY2023
  • USI Consulting Group codes 11 50 $23,125 PY2023
  • Excel Wealth Management, LLC codes 27 99 PY2023
  • Prin Liquid Assets Sep Acct-Z Sched. D P $234,472 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $19.1M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $5.2M PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $7.2M PY2023
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $6.2M PY2023
  • Prin Intl Equity Index Sa-Z Sched. D P $2.8M PY2023
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $10.1M PY2023
  • Prin Gl Real Est Sec Sa-Z Sched. D P $1.5M PY2023
  • Prin High Yield Sep Acct-Z Sched. D P $2.4M PY2023
  • Prin Glbl Emerg Markets Sa-Z Sched. D P $1.4M PY2023
  • Prin Core Plus Bond Sep Acct-Z Sched. D P $6.3M PY2023
  • USI Consulting Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $173,570 PY2022
  • Hooker and Holcombe Inc codes 11 50 $16,450 PY2022
  • Excel Wealth Managment codes 27 99 PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $17.3M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $4.4M PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $6.4M PY2022
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $5.5M PY2022
  • Prin Intl Equity Index Sa-Z Sched. D P $2.8M PY2022
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $9.0M PY2022
  • Prin Gi Real Est Sec Sa-Z Sched. D P $1.3M PY2022
  • Prin Liquid Assets Sep Acct-Z Sched. D P $194,840 PY2022
  • Prin Glbl Emerg Markets Sa-Z Sched. D P $1.3M PY2022
  • Prin Core Plus Bond Sep Acct-Z Sched. D P $5.5M PY2022
  • Prin High Yield Sep Acct-Z Sched. D P $2.2M PY2022
  • USI Consulting Group codes 11 PY2022
What changed
4 events
  • Jan 1, 2024Assets changed
    Retirement Plan of First County Bank plan assets $63M -> $71M (+11.7%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Retirement Plan of First County Bank total assets $63M -> $71M (+11.7%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Plan of First County Bank funded ratio 202.3% -> 195.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan of First County Bank plan assets $78M -> $63M (-18.6%, 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 060547190-001
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.