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
Tidewater Pension Plan
Corporate pensionHouston, TX
Assets
$30.6M
Total assets, Dec 31, 2024 reported
Funded
87.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Tidewater Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Corporate debt instruments (other) 31.9%
- Partnership/joint venture interests 8.6%
- Registered investment companies 15.5%
- Common stock 5.1%
- Preferred stock 34.9%
Consultants and advisers
3 firms
- Onedigital General consultantthrough Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Hancock Whitney Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Dolan Mceniryplan years 2023
- Naviter Wealth LLCplan 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
33 readings
Investment management fees
$205,041 (2023-12) · $260,487 (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 | 279 | $30.8M | $34.6M | 87.8% | $30.6M | $2.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 817 | $45.4M | $49.3M | 89.1% | $30.8M | $5.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 848 | $56.8M | $49.8M | 110.7% | $45.4M | $4.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Naviter Wealth LLC codes 28 $153,140 PY2024
- Milliman, Inc. codes 11 15 17 38 70 $150,008 PY2024
- Dolan Mceniry codes 28 $25,809 PY2024
- Hancock Whitney Bank codes 21 50 $25,188 PY2024
- Onedigital codes 16 $14,069 PY2024
- Milliman codes 11 PY2024
- Milliman, Inc. codes 11 15 17 38 70 $259,584 PY2023
- Naviter Wealth LLC codes 28 $180,657 PY2023
- Hancock Whitney Bank codes 21 50 $46,371 PY2023
- Dolan Mceniry codes 28 $24,383 PY2023
- Milliman codes 11 PY2023
- Naviter Wealth LLC codes 28 $256,304 PY2022
- Milliman, Inc. codes 11 15 17 38 70 $135,648 PY2022
- Whitney National Bank codes 21 50 $58,500 PY2022
- Milliman codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceOnedigital appears on Tidewater Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Onedigitalaskebsa.dol.gov
- Jan 1, 2024Assets changedTidewater Pension Plan plan assets $45M -> $31M (-32.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedDolan Mceniry appears on Tidewater Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Dolan Mceniryaskebsa.dol.gov
- Dec 31, 2023Assets changedTidewater Pension Plan total assets $45M -> $31M (-32.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedTidewater Pension Plan funded ratio 110.7% -> 89.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTidewater Pension Plan plan assets $57M -> $45M (-20.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 720487776-004
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.