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
Atlanta Life Insurance Company Retirement Plan
Corporate pensionAtlanta, GA
Assets
$2.3M
Total assets, Dec 31, 2023 reported
Funded
186.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Atlanta Life Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.1%
- Registered investment companies 99.4%
Consultants and advisers
3 firms
- Strategic Benefit Advisors Actuarythrough Dec 31, 2022 Form 5500
- Comerica Bank Trusteethrough Dec 31, 2022 Form 5500
- Strategic Benefits Advisors Inc Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barneyplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
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 | 107 | $5.1M | $2.7M | 186.6% | $2.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 154 | $6.6M | $3.0M | 222.2% | $5.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Strategic Benefits Advisors, Inc. codes 11 $205,739 PY2023
- Morgan Stanley Greystone codes 28 $22,973 PY2023
- Comerica codes 21 $19,538 PY2023
- Strategic Benefits Advisors, Inc. codes 11 PY2023
- Strategic Benefits Advisors, Inc. codes 11 $121,228 PY2022
- Morgan Stanley Greystone codes 28 $40,395 PY2022
- Comerica codes 21 $14,956 PY2022
- Strategic Benefits Advisors, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedAtlanta Life Insurance Company Retirement Plan total assets $5M -> $2M (-55.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAtlanta Life Insurance Company Retirement Plan funded ratio 222.2% -> 186.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAtlanta Life Insurance Company Retirement Plan plan assets $7M -> $5M (-22.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580146380-003
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.