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 for Employees of Whitman, Requardt and Associates
Corporate pensionBaltimore, MD
Assets
$3.4M
Total assets, Dec 31, 2023 reported
Funded
120.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
4
none on the tape
Plan sponsor: Whitman, Requardt and Associates
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
2 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
- Aetna Life Insurance Company4 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Aetna Life Insurance Companyplan years 2022
Commitments
4 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, 2023 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Aetna Life Insurance Companyseparate account | Aetna Life Insurance Company | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $49,620 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Alic-Seperate Account 076separate account | Aetna Life Insurance Company | Pooled vehicles | $30,461 held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 111 | $4.7M | $3.8M | 120.2% | $3.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 119 | $5.9M | $4.0M | 121.2% | $4.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cbiz codes 11 15 17 50 70 $117,783 PY2023
- Aetna Life Insurance Company codes 13 23 28 50 51 73 $39,275 PY2023
- Separate Account 002 Sched. D P PY2023
- Separate Account 174 Sched. D P $3.4M PY2023
- Separate Account 076 Sched. D P PY2023
- Cbiz codes 11 PY2023
- Aetna Life Insurance Company codes 13 23 28 50 51 73 $36,213 PY2022
- Cbiz codes 11 15 17 50 70 $33,363 PY2022
- Separate Account 002 Sched. D P $3.4M PY2022
- Separate Account 174 Sched. D P $49,620 PY2022
- Separate Account 076 Sched. D P $30,461 PY2022
- Cbiz codes 11 PY2022
What changed
4 events
- Dec 31, 2023Holding endedinferenceRetirement Plan for Employees of Whitman, Requardt and Associates no longer reports Alic-Seperate Account 076 (Aetna Life Insurance Company) (last held $30,461 at 2022-12-31; absent from the 2023-12-31 filing)with Aetna Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Employees of Whitman, Requardt and Associates no longer reports Aetna Life Insurance Company (Aetna Life Insurance Company) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Aetna Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Assets changedRetirement Plan for Employees of Whitman, Requardt and Associates total assets $5M -> $3M (-28.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Whitman, Requardt and Associates plan assets $6M -> $5M (-21.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520541536-001
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.