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
Bradley Corporation Pension Plan
Corporate pensionMenomonee Falls, WI
Assets
$7.9M
Total assets, Dec 31, 2024 reported
Funded
98.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Bradley Company, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 94.0%
- Pooled separate accounts 4.1%
Consultants and advisers
5 firms
- Agilis Partners LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Madison Investment adviser (plan)through Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Trusteethrough 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
- Aetna Life Insurance Company3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Robert W. Bairdplan 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 | Aetna Life Insurance Companyseparate account | Aetna Life Insurance Company | Pooled vehicles | $326,910 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Aetna Life Insurance Companyseparate account | Aetna Life Insurance Company | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Aetna Life Insurance Companyseparate account | Aetna Life Insurance Company | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
Investment management fees
$240,712 (2023-12) · $295,111 (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 | 698 | n/a | n/a | n/a | $7.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 732 | $62.3M | $69.6M | 98.4% | $75.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 738 | $78.3M | $67.3M | 109.1% | $62.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 $1.2M PY2024
- Aetna Life Insurance Company codes 13 $120,474 PY2024
- Madison Investments codes 27 $94,459 PY2024
- Robert W. Baird codes 28 $91,280 PY2024
- Littler Mendelson P.C. codes 29 $59,633 PY2024
- BMO Bank N.A. codes 21 $35,941 PY2024
- Agilis Partners LLC codes 17 $14,000 PY2024
- Aetna Life Insurance Company Sched. D P $326,910 PY2024
- Willis Towers Watson US LLC codes 11 $420,646 PY2023
- Robert W. Baird codes 28 $108,443 PY2023
- Madison Investments codes 27 $98,884 PY2023
- Littler Mendelson P.C. codes 29 $49,895 PY2023
- BMO Bank N.A. codes 21 $40,651 PY2023
- Aetna Life Insurance Company codes 13 $33,890 PY2023
- Fiduciary Management codes 33 $33,385 PY2023
- Aetna Life Insurance Company Sched. D P $1.1M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Robert W. Baird codes 28 $160,905 PY2022
- Willis Towers Watson US LLC codes 11 $126,312 PY2022
- Fiduciary Management codes 33 $63,562 PY2022
- BMO Harris Bank N.A. codes 21 $40,515 PY2022
- Aetna Life Insurance Company codes 13 $30,554 PY2022
- Cliftonlarsonallen LLP codes 10 $25,155 PY2022
- Madison Investments codes 27 $19,554 PY2022
- Loomis Sayles & Company codes 33 $17,927 PY2022
- Reinhart Partners codes 29 $16,167 PY2022
- Aetna Life Insurance Company Sched. D P $1.4M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceAgilis Partners LLC appears on Bradley Corporation Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedBradley Corporation Pension Plan total assets $75M -> $8M (-89.5%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedBradley Corporation Pension Plan total assets $62M -> $75M (+20.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBradley Corporation Pension Plan funded ratio 109.1% -> 98.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBradley Corporation Pension Plan plan assets $78M -> $62M (-20.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390178880-001
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.