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
BGC Pension Plan
Corporate pensionOrange, CT
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
83.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Berkshire Gas Company
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Master trust investment accounts 96.4%
Consultants and advisers
3 firms
- Northern Trust Co. Custodianthrough Dec 31, 2023 Form 5500
- PWC US Tax LLP Actuarythrough Dec 31, 2023 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Nisa Investment Advisors, LLCplan years 2023
- Pacific Investmt Management Co LLCplan years 2023
- Segall Bryant & Hamill LLCplan years 2023
- Mercerplan years 2023
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
32 readings
Investment management fees
$35,467 (2023-12) · $16,921 (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 | 225 | $27.6M | $35.8M | 83.1% | $0 | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 241 | $27.0M | $36.7M | 80.5% | $27.6M | n/a | $26.6M | n/a |
| 2022 to Dec 31, 2022 | 115 | $19.4M | $17.0M | 107.4% | $27.0M | n/a | $27.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pricewaterhousecoopers, LLP codes 11 $36,343 PY2024
- The Bonadio Group, LLP codes 10 $21,833 PY2024
- Northern Trust codes 19 25 $19,643 PY2024
- Mercer codes 28 $7,786 PY2024
- Pacific Investment Management Co codes 28 $7,146 PY2024
- Nisa codes 28 $6,850 PY2024
- Avangrid Inc. Db Master Trust Sched. D M PY2024
- PWC US Tax LLP codes 11 PY2024
- The Bonadio Group, LLP codes 10 $32,336 PY2023
- Northern Trust codes 19 25 $13,334 PY2023
- Pricewaterhousecoopers, LLP codes 11 $13,221 PY2023
- Pacific Investment Management Co codes 28 $6,358 PY2023
- Nisa codes 28 $5,770 PY2023
- Segall Bryant & Hamill Inv. Counsel codes 28 $5,391 PY2023
- Mercer codes 28 $5,246 PY2023
- Avangrid Inc. Db Master Trust Sched. D M $26.6M PY2023
- PWC US Tax LLP codes 11 PY2023
- Pricewaterhousecoopers, LLP codes 11 $18,412 PY2022
- The Bonadio Group, LLP codes 10 $15,647 PY2022
- Avangrid Inc. Db Master Trust Sched. D M $27.0M PY2022
- Pricewaterhousecoopers LLP codes 11 PY2022
What changed
9 events
- Dec 31, 2024Manager relationship endedinferenceSegall Bryant & Hamill Inv. Counsel no longer appears on BGC Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedBGC Pension Plan total assets $28M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedBGC Pension Plan funded ratio 80.5% -> 83.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedSegall Bryant & Hamill Inv. Counsel appears on BGC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedNisa appears on BGC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedMercer appears on BGC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPacific Investment Management Co appears on BGC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedBGC Pension Plan funded ratio 107.4% -> 80.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBGC Pension Plan plan assets $19M -> $27M (+39.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041731220-002
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.