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
Southern Eagle Sales & Service Local 270 Pension Plan
Corporate pensionMetairie, LA
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
110.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
8
none on the tape
Plan sponsor: Southern Eagle Sales & Service, L. P.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.4%
- Pooled separate accounts 97.7%
Consultants and advisers
1 firms
- Acuff & Associates, Inc. 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
8 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, 2023 | VG Life Strategy Growthseparate account | Lincoln National Corporation | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Franklin High Incomeseparate account | Lincoln National Corporation | Fixed income | $488,270 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Black Rock Global Allocationseparate account | Lincoln National Corporation | Pooled vehicles | $517,215 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Lvip Clarion Global Real Estateseparate account | Lincoln National Corporation | Real estate | $228,320 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Franklin High Incomeseparate account | Lincoln National Corporation | Fixed income | $443,893 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Black Rock Global Allocationseparate account | Lincoln National Corporation | Pooled vehicles | $475,743 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | VG Life Strategy Growthseparate account | Lincoln National Corporation | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Lvip Clarion Global Real Estateseparate account | Lincoln National Corporation | Real estate | $209,102 held | Disclosed holding | askebsa.dol.gov |
Size and funding
25 readings
Plan assets
Funded ratio
Funding target
Discount rate
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 | 249 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 251 | n/a | n/a | n/a | $2.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 241 | $3.1M | $2.8M | 110.3% | $2.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Acuff & Associates, Inc. codes 11 PY2024
- Franklin High Income Sched. D P PY2024
- Black Rock Global Allocation Sched. D P PY2024
- VG Life Strategy Growth Sched. D P PY2024
- Lvip Clarion Global Real Estate Sched. D P PY2024
- Acuff & Associates, Inc. codes 11 PY2023
- VG Life Strategy Growth Sched. D P $1.5M PY2023
- Franklin High Income Sched. D P $488,270 PY2023
- Black Rock Global Allocation Sched. D P $517,215 PY2023
- Lvip Clarion Global Real Estate Sched. D P $228,320 PY2023
- Acuff & Associates, Inc. codes 11 $3,575 PY2022
- Franklin High Income Sched. D P $443,893 PY2022
- Black Rock Global Allocation Sched. D P $475,743 PY2022
- VG Life Strategy Growth Sched. D P $1.3M PY2022
- Lvip Clarion Global Real Estate Sched. D P $209,102 PY2022
- Acuff & Associates, Inc. codes 11 PY2022
What changed
2 events
- Dec 31, 2024Assets changedSouthern Eagle Sales & Service Local 270 Pension Plan total assets $3M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedSouthern Eagle Sales & Service Local 270 Pension Plan total assets $3M -> $3M (+11.7%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 721308427-001
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.