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
I••••••••• T••• T•••••••• P•••••• P•••
Corporate pensionNEW Orleans, LA
Assets
$68.2M
Total assets, Dec 31, 2024 reported
Funded
69.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: I••••••••• T••• T•••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 4.9%
- Master trust investment accounts 91.1%
Consultants and advisers
4 firms
- A•• I••••••••• U•• I•• Pension consultantthrough Dec 31, 2022 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Trusteethrough Dec 31, 2022 Form 5500
- A•• C••••••••• 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
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
$99,794 (2023-12) · $165,979 (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 | 732 | $61.7M | $95.5M | 69.0% | $68.2M | $3.3M | $62.2M | n/a |
| 2023 to Dec 31, 2023 | 774 | $67.9M | $97.7M | 69.0% | $61.7M | $3.6M | $58.2M | n/a |
| 2022 to Dec 31, 2022 | 816 | $89.9M | $98.9M | 86.2% | $68.2M | $3.4M | $54.9M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A•• C••••••••• I••• codes 11 15 17 50 $404,737 PY2024
- A•• I••••••••• U•• I••. codes 17 27 50 $103,354 PY2024
- U.S. B••• National Association codes 21 50 $19,953 PY2024
- Bourgeois Bennett, LLC codes 10 50 $19,500 PY2024
- Imtt Master Trust Sched. D M $62.2M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- A•• C••••••••• I••• codes 11 15 17 50 $408,260 PY2023
- A•• I••••••••• U•• I••. codes 17 27 50 $99,794 PY2023
- U.S. B••• National Association codes 21 50 $19,730 PY2023
- Bourgeois Bennett, LLC codes 10 50 $18,750 PY2023
- Imtt Master Trust Sched. D M $58.2M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- A•• C••••••••• I••• codes 11 15 17 50 $353,726 PY2022
- A•• I••••••••• U•• I••. codes 17 27 50 $165,979 PY2022
- U.S. B••• National Association codes 21 50 $23,936 PY2022
- Stephen C. Himel CPA LLC codes 10 50 $18,750 PY2022
- Imtt Master Trust Sched. D M $54.9M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedI••••••••• T••• T•••••••• P•••••• P••• total assets $62M -> $68M (+10.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedI••••••••• T••• T•••••••• P•••••• P••• funded ratio 86.2% -> 69.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••••••••• T••• T•••••••• P•••••• P••• p••• assets $90M -> $68M (-24.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 720771251-333
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.