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

Arthur J. Gallagher & Co. Employees' Pension Plan

Corporate pensionRolling Meadows, IL

Assets

$313M

Total assets, Dec 31, 2024 reported

Funded

93.0%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Arthur J. Gallagher (illinois), LLC

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 10.5%
Pooled separate accounts 73.0%
Registered investment companies 16.3%

Consultants and advisers

1 firms

Empower 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

Prudential Retirement & Annuity Ins37 rows, latest Dec 31, 2024

Commitments

68 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Long Duration Bond/ir&m Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$19.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$29.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prudential Short-Termseparate account	Prudential Retirement & Annuity Ins	Cash	$73.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Venerable Strategic Bond Fundseparate account	Venerable Insurance and Annuity Company	Fixed income	$53.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Long Duration Bond/ir&m Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Invesco Small Cap Growth Stgyseparate account	Prudential Retirement & Annuity Ins	Public equity	$7.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$14.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Core Bond Enhanced Index/pgimseparate account	Prudential Retirement & Annuity Ins	Fixed income	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Core Plus Bond / Pgim Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Real Estate/cohen&steers Fundseparate account	Prudential Retirement & Annuity Ins	Real estate	$17.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya Russell Mid Cap Growth Indexseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	VY Columbia Small Cap Value II Portseparate account	Venerable Insurance and Annuity Company	Public equity	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Small Cap Value/silvercrestseparate account	Prudential Retirement & Annuity Ins	Public equity	$8.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya Russell Large Cap Ind Prtfolioseparate account	Venerable Insurance and Annuity Company	Public equity	$14.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	VY Invesco Gr & Inc Portfolio Classseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$15.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	VY Jpmorgan Mid Cap Value Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya Large Cap Growth Portfolio Sseparate account	Venerable Insurance and Annuity Company	Public equity	$11.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya High Yield Portfolioseparate account	Venerable Insurance and Annuity Company	Fixed income	$11.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya Rusell Mid Cap Ind Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$523,062 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	VY Intl 1 High Dividend Low Vol Porseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	International Value/lsvseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya Index Plus Largecap Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya Index Plus Midcap Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya Index Plus Smallcap Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya Small Company Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$582,318 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	International Blend/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	International Growth/artisanseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Voya Large Cap Growth Portfolio aseparate account	Venerable Insurance and Annuity Company	Public equity	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Large Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Public equity	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Large Cap Growth/jp Morganseparate account	Prudential Retirement & Annuity Ins	Public equity	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mid Cap Growth/artisan Partnerseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mid Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Private Placement Sa-30separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$11.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	VY Global Val Advantage PC Sseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prudential Short-Termseparate account	Prudential Retirement & Annuity Ins	Cash	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Long Duration Bond/ir&m Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$11.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Invesco Small Cap Growth Stgyseparate account	Prudential Retirement & Annuity Ins	Public equity	$6.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$12.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Core Bond Enhanced Index/pgimseparate account	Prudential Retirement & Annuity Ins	Fixed income	$5.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Core Plus Bond / Pgim Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$12.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Real Estate/cohen&steers Fundseparate account	Prudential Retirement & Annuity Ins	Real estate	$14.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Russell Mid Cap Growth Indexseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	VY Columbia Small Cap Value II Portseparate account	Venerable Insurance and Annuity Company	Public equity	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Small Cap Value/silvercrestseparate account	Prudential Retirement & Annuity Ins	Public equity	$8.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Russell Large Cap Ind Prtfolioseparate account	Venerable Insurance and Annuity Company	Public equity	$13.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	VY Invesco Gr & Inc Portfolio Classseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$16.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	VY Jpmorgan Mid Cap Value Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Large Cap Growth Portfolio Sseparate account	Venerable Insurance and Annuity Company	Public equity	$10.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya High Yield Portfolioseparate account	Venerable Insurance and Annuity Company	Fixed income	$11.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Rusell Mid Cap Ind Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$561,425 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	VY Intl 1 High Dividend Low Vol Porseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	International Value/lsvseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$5.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Index Plus Largecap Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$3.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Index Plus Midcap Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Index Plus Smallcap Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Small Company Portfolioseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$618,791 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	International Blend/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	International Growth/artisanseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Large Cap Growth Portfolio aseparate account	Venerable Insurance and Annuity Company	Public equity	$6.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Large Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Public equity	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Large Cap Growth/jp Morganseparate account	Prudential Retirement & Annuity Ins	Public equity	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mid Cap Growth/artisan Partnerseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mid Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Private Placement Sa-30separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$10.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	VY Global Val Advantage PC Sseparate account	Venerable Insurance and Annuity Company	Pooled vehicles	$6.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prudential Short-Termseparate account	Prudential Retirement & Annuity Ins	Cash	$2.8M held	Disclosed holding	askebsa.dol.gov

Size and funding

29 readings

Total assets

$313M Dec 31, 2024 reported Form 5500

$231M (2023-12) · $213M (2022-12)

Plan assets

$229M Jan 1, 2024 reported Form 5500

$212M (2023-01) · $282M (2022-01)

Net assets

$313M Dec 31, 2024 reported Form 5500

$231M (2023-12) · $213M (2022-12)

Funded ratio

93.0% Jan 1, 2024 reported Form 5500

91.0% (2023-01) · 101.2% (2022-01)

Funding target

$208M Jan 1, 2024 reported Form 5500

$216M (2023-01) · $213M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.08% (2023-01) · 5.35% (2022-01)

Participants

3,842 Jan 1, 2024 reported Form 5500

3,943 (2023-01) · 4,051 (2022-01)

Contributions

$0 Dec 31, 2023 reported Form 5500

$0 (2022-12)

Benefits paid

$17.1M Dec 31, 2024 reported Form 5500

$15.6M (2023-12) · $15.6M (2022-12)

Net investment income

$-2.5M Dec 31, 2024 reported Form 5500

$18.8M (2023-12) · $-69.8M (2022-12)

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	3,842	$229M	$208M	93.0%	$313M	n/a	n/a	n/a
2023 to Dec 31, 2023	3,943	$212M	$216M	91.0%	$231M	n/a	n/a	n/a
2022 to Dec 31, 2022	4,051	$282M	$213M	101.2%	$213M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Empower Annuity Insurance Company codes 49 50 $146,928 PY2024
Fgmk LLC codes 10 50 $32,614 PY2024
Deloitte Tax LLP codes 10 50 $8,262 PY2024
Prudential Long Corporate Bond Sched. D P $29.2M PY2024
Core Bond Enhanced Index/pim Sched. D P PY2024
Core Plus Bond / Pgim Fund Sched. D P PY2024
Dryden S&p 500 Index Sched. D P PY2024
Real Estate/cohen & Steers Fund Sched. D P PY2024
Small Cap Value/silvercrest Sched. D P PY2024
International Value/lsv Sched. D P PY2024
Intl Blend/wellington Sched. D P PY2024
International Growth/artisan Sched. D P PY2024
Large Cap Value/wellington Sched. D P PY2024
Large Cap Growth/jp Morgan Sched. D P PY2024
MID Cap Growth/artisan Partner Sched. D P PY2024
MID Cap Value/wellington Sched. D P PY2024
Private Placement Fund Sched. D P PY2024
Prudential Short-Term Sched. D P $73.4M PY2024
Voya Russell Mid Cap Growth Index Sched. D P PY2024
VY Columbia Small Cap Value II Port Sched. D P PY2024
Voya Russell Large Cap Ind Prtfolio Sched. D P PY2024
VY Invesco Gr & Inc Portfolio Class Sched. D P PY2024
VY Jpmorgan Mid Cap Value Portfolio Sched. D P PY2024
Voya Large Cap Growth Portfolio S Sched. D P PY2024
Voya High Yield Portfolio Sched. D P PY2024
Voya Rusell Mid Cap Ind Portfolio Sched. D P PY2024
VY Intl 1 High Dividend Low Vol Por Sched. D P PY2024
Voya Index Plus Largecap Portfolio Sched. D P PY2024
Voya Index Plus Midcap Portfolio Sched. D P PY2024
Voya Index Plus Smallcap Portfolio Sched. D P PY2024
Voya Small Company Portfolio Sched. D P PY2024
Voya Large Cap Growth Portfolio a Sched. D P PY2024
Voya International Index Portfolio Sched. D P PY2024
VY Global Val Advantage PC S Sched. D P PY2024
Venerable Strategic Bond Fund Sched. D P $53.3M PY2024
Voya U.S. Bond Index Portfolio Sched. D P $53.5M PY2024
Long Duration Bond/ir&m Fund Sched. D P $19.4M PY2024
Invesco Small Cap Growth Stgy Sched. D P PY2024
Empower codes 11 PY2024
Prudential Ret. Ins. & Annuity Co. codes 49 50 $91,172 PY2023
Empower Capital Management, LLC codes 50 99 $32,073 PY2023
Fgmk LLC codes 10 50 $29,500 PY2023
Deloitte Tax LLP codes 10 50 $7,480 PY2023
Core Bond Enhanced Index/pim Sched. D P $7.2M PY2023
Core Plus Bond/pimco Fund Sched. D P $12.6M PY2023
Dryden S&p 500 Index Sched. D P $2.5M PY2023
Real Estate/cohen & Steers Fund Sched. D P $17.1M PY2023
Voya Russell Mid Cap Growth Index Sched. D P $4.4M PY2023
VY Columbia Small Cap Value II Port Sched. D P $1.4M PY2023
Small Cap Value/silvercrest Sched. D P $8.6M PY2023
Voya Russell Large Cap Ind Prtfolio Sched. D P $14.1M PY2023
VY Invesco Gr & Inc Portfolio Class Sched. D P $15.1M PY2023
VY Jpmorgan Mid Cap Value Portfolio Sched. D P $2.8M PY2023
Voya Large Cap Growth Portfolio S Sched. D P $11.7M PY2023
Voya High Yield Portfolio Sched. D P $11.2M PY2023
Voya Rusell Mid Cap Ind Portfolio Sched. D P $523,062 PY2023
VY Intl 1 High Dividend Low Vol Por Sched. D P $4.4M PY2023
International Value/lsv Sched. D P $4.8M PY2023
Voya Index Plus Largecap Portfolio Sched. D P $3.7M PY2023
Voya Index Plus Midcap Portfolio Sched. D P $3.1M PY2023
Voya Index Plus Smallcap Portfolio Sched. D P $2.7M PY2023
Voya Small Company Portfolio Sched. D P $582,318 PY2023
Intl Blend/wellington Sched. D P $5.0M PY2023
International Growth/artisan Sched. D P $4.8M PY2023
Voya Large Cap Growth Portfolio a Sched. D P $10.8M PY2023
Voya International Index Portfolio Sched. D P $6.1M PY2023
Large Cap Value/wellington Sched. D P $1.2M PY2023
Large Cap Growth/jp Morgan Sched. D P $1.4M PY2023
Mid Cap Growth/artisan Partner Sched. D P $2.2M PY2023
Mid Cap Value/wellington Sched. D P $2.4M PY2023
Private Placement Fund Sched. D P $11.4M PY2023
VY Global Val Advantage PC S Sched. D P $5.5M PY2023
Prudential Short-Term Sched. D P $3.8M PY2023
Long Duration Bond/ir&m Fund Sched. D P $13.5M PY2023
Invesco Small Cap Growth Stgy Sched. D P $7.7M PY2023
Prudential Long Corporate Bond Sched. D P $14.1M PY2023
Empower codes 11 PY2023
Prudential Ret. Ins. & Annuity Co. codes 49 50 $89,235 PY2022
Global Portfolio Strategies, Inc. codes 50 99 $41,123 PY2022
Fgmk LLC codes 10 50 $29,500 PY2022

What changed

34 events

Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Core Plus Bond / Pgim Fund (Prudential Retirement & Annuity Ins) (last held $13M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Small Cap Value/silvercrest (Prudential Retirement & Annuity Ins) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Large Cap Growth Portfolio S (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)
with Voya Large Cap Growth Portfolio Saskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Core Bond Enhanced Index/pgim (Prudential Retirement & Annuity Ins) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Index Plus Midcap Portfolio (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with Voya Index Plus Midcap Portfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports VY Invesco Gr & Inc Portfolio Class (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)
with VY Invesco Gr & Inc Portfolio Classaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Large Cap Value/wellington (Prudential Retirement & Annuity Ins) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Russell Large Cap Ind Prtfolio (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)
with Voya Russell Large Cap Ind Prtfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Mid Cap Value/wellington (Prudential Retirement & Annuity Ins) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Mid Cap Growth/artisan Partner (Prudential Retirement & Annuity Ins) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Real Estate/cohen&steers Fund (Prudential Retirement & Annuity Ins) (last held $17M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports VY Global Val Advantage PC S (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
with VY Global Val Advantage PC Saskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports International Value/lsv (Prudential Retirement & Annuity Ins) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports VY Columbia Small Cap Value II Port (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
with VY Columbia Small Cap Value II Portaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports VY Intl 1 High Dividend Low Vol Por (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
with VY Intl 1 High Dividend Low Vol Poraskebsa.dol.gov
Dec 31, 2024Holding started
Arthur J. Gallagher & Co. Employees' Pension Plan first reports an interest in Venerable Strategic Bond Fund: $53M at 2024-12-31
with Voya U.S. Bond Index Portfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Large Cap Growth Portfolio a (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
with Voya International Index Portfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Small Company Portfolio (last held $582,318 at 2023-12-31; absent from the 2024-12-31 filing)
with Voya Small Company Portfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Rusell Mid Cap Ind Portfolio (last held $523,062 at 2023-12-31; absent from the 2024-12-31 filing)
with Voya Rusell Mid Cap Ind Portfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Private Placement Sa-30 (Prudential Retirement & Annuity Ins) (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya High Yield Portfolio (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)
with Voya High Yield Portfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports VY Jpmorgan Mid Cap Value Portfolio (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with VY Jpmorgan Mid Cap Value Portfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports International Blend/wellington (Prudential Retirement & Annuity Ins) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Large Cap Growth/jp Morgan (Prudential Retirement & Annuity Ins) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Dryden S&p 500 Index (Prudential Retirement & Annuity Ins) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Index Plus Smallcap Portfolio (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with Voya Index Plus Smallcap Portfolioaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports International Growth/artisan (Prudential Retirement & Annuity Ins) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Invesco Small Cap Growth Stgy (Prudential Retirement & Annuity Ins) (last held $8M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Russell Mid Cap Growth Index (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
with Voya Russell Mid Cap Growth Indexaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Arthur J. Gallagher & Co. Employees' Pension Plan no longer reports Voya Index Plus Largecap Portfolio (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
with Voya Index Plus Largecap Portfolioaskebsa.dol.gov
Dec 31, 2024Assets changed
Arthur J. Gallagher & Co. Employees' Pension Plan total assets $231M -> $313M (+35.5%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Jan 1, 2024Funded status changed
Arthur J. Gallagher & Co. Employees' Pension Plan funded ratio 91.0% -> 93.0% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Arthur J. Gallagher & Co. Employees' Pension Plan funded ratio 101.2% -> 91.0% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Arthur J. Gallagher & Co. Employees' Pension Plan plan assets $282M -> $212M (-24.7%, 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 362481781-002

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.