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
Boart Longyear Company Pension Plan and Trust
Corporate pensionWest Valley City, UT
Assets
$34.4M
Total assets, Dec 31, 2024 reported
Funded
95.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Boart Longyear Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.8%
- Common/collective trusts 20.3%
- Registered investment companies 76.9%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC 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
- SEI Structrued Credit Collective Fd3 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 | SEI Structured Cred Collective Fundcollective trust | SEI Structrued Credit Collective Fd | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Structured Cred Collective Fundcollective trust | SEI Structrued Credit Collective Fd | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Structured Cred Collective Fundcollective trust | SEI Structrued Credit Collective Fd | Pooled vehicles | $10.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
$198,569 (2023-12) · $224,551 (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 | 409 | $36.1M | $39.7M | 95.2% | $34.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 422 | $36.7M | $41.4M | 96.3% | $35.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 440 | $46.1M | $42.7M | 100.9% | $36.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson codes 11 $80,513 PY2024
- Tanner LLC codes 10 $18,850 PY2024
- SEI Structured Cred Collective Fund Sched. D C $7.0M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Tanner LLC codes 10 $17,887 PY2023
- Towers Watson codes 11 $12,100 PY2023
- SEI Structured Cred Collective Fund Sched. D C $9.0M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Towers Watson codes 11 $44,069 PY2022
- Tanner LLC codes 10 $16,666 PY2022
- SEI Structured Cred Collective Fund Sched. D C $10.0M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedBoart Longyear Company Pension Plan and Trust funded ratio 100.9% -> 96.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBoart Longyear Company Pension Plan and Trust plan assets $46M -> $37M (-20.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 870503343-001
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.