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 Drivers of Commercial Distributing Company Inc
Corporate pensionWestfield, MA
Assets
$9.7M
Total assets, Dec 31, 2024 reported
Funded
91.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Commercial Distributing Company Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 28.1%
- Pooled separate accounts 71.9%
Consultants and advisers
1 firms
- Milliman, 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)
- Aetna Life Insurance Companyplan years 2022
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 | MAP Contract - Separate Account Dseparate account | Voya Retirement Insurance and Annuity Company | Pooled vehicles | $984,008 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | MAP Contract - Separate Account Dseparate account | Voya Retirement Insurance and Annuity Company | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | MAP Contract - Separate Account Dseparate account | Voya Retirement Insurance and Annuity Company | Pooled vehicles | $5.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 125 | $9.1M | $9.9M | 91.2% | $9.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 116 | $8.3M | $9.4M | 91.2% | $9.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 115 | $10.2M | $8.8M | 106.2% | $8.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Aetna Life Insurance Company codes 28 $18,328 PY2024
- Fiducient Advisors, LLC codes 99 PY2024
- Brandywine Global Opp Bond Is Sched. D P $184,573 PY2024
- PGM Total Return Bond Fund R6 Sched. D P $1.2M PY2024
- Pimco Income Fund Ins Sched. D P $1.3M PY2024
- Vangrd 500 Index Fund Adm Sched. D P $1.5M PY2024
- Vangrd Ext Mkt Index Fund Adm Sched. D P $677,009 PY2024
- Vangrd Long Term Inv-Grd Fund Adm Sched. D P $984,008 PY2024
- American Funds Europacific R6 Sched. D P $1.1M PY2024
- Milliman, Inc. codes 11 PY2024
- Aetna Life Insurance Company codes 28 $17,108 PY2023
- Fiducient Advisors, LLC codes 99 PY2023
- Voya Separate Account D Sched. D P $6.5M PY2023
- Milliman, Inc. codes 11 PY2023
- Aetna Life Insurance Company codes 28 $17,032 PY2022
- Fiducient Advisors, LLC codes 99 PY2022
- Voya Separate Account D Sched. D P $5.7M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedRetirement Plan for Drivers of Commercial Distributing Company Inc plan assets $8M -> $9M (+10.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan for Drivers of Commercial Distributing Company Inc total assets $8M -> $9M (+10.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Drivers of Commercial Distributing Company Inc funded ratio 106.2% -> 91.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Drivers of Commercial Distributing Company Inc plan assets $10M -> $8M (-19.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041198070-001
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.