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.
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Corporate pension
W•••• • W••• F•••• I••• a•• W••••••••• F•••• I••• R••••••••• P•••
Corporate pensionHeidelberg, PA
Assets
$11.5M
Total assets, Dec 31, 2024 reported
Funded
83.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: W•••• • W••• F•••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 43.6%
- Pooled separate accounts 53.3%
Consultants and advisers
1 firms
- D•••••• B••••• • Z•••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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 | L•••••• L••• S••••••• A•••••• 4•separate account | L•••••• National L••• Insurance Co. | Pooled vehicles | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•••••• L••• S••••••• A•••••• 4•separate account | L•••••• National L••• Insurance Co. | Pooled vehicles | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••••• L••• S••••••• A•••••• 4•separate account | L•••••• National L••• Insurance Co. | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Net investment income
$944,531 (2023-12) · $-581,502 (2022-12)
Investment management fees
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 | 314 | $10.8M | $9.2M | 83.4% | $11.5M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 305 | $9.8M | $8.8M | 86.4% | $10.8M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 287 | $10.4M | $8.3M | 84.8% | $9.9M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L•••••• National Corporation codes 13 $52,541 PY2024
- L•••••• L••• S••••••• A•••••• 4• Sched. D P $6.1M PY2024
- D•••••• B••••• • Z•••• I••• codes 11 PY2024
- L•••••• National Corporation codes 13 $48,107 PY2023
- L•••••• L••• S••••••• A•••••• 4• Sched. D P $5.7M PY2023
- D•••••• B••••• • Z•••• I••• codes 11 PY2023
- L•••••• National Corporation codes 13 $46,913 PY2022
- L•••••• L••• S••••••• A•••••• 4• Sched. D P $5.0M PY2022
- D•••••• B••••• • Z•••• I••• codes 11 PY2022
What changed
1 events
- Jan 1, 2024Funded status changedW•••• • W••• F•••• I••• a•• W••••••••• F•••• I••• R••••••••• P••• funded ratio 86.4% -> 83.4% (2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251353793-001
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.