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
U• M•••••••• L•• H••••• D•••••• B•••••• P•••••• P•••
Corporate pensionSalt Lake City, UT
Assets
$24.5M
Total assets, Dec 31, 2024 reported
Funded
101.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: U• M•••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Master trust investment accounts 97.3%
- Pooled separate accounts 1.5%
Consultants and advisers
5 firms
- E••••••••• L•• Pension consultantthrough Dec 31, 2023 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• T•••• C•• Trusteethrough Dec 31, 2022 Form 5500
- W•••• F•••• B••• 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
- P••••••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- J••••••• C•••• B•••• N•••plan years 2023
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 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $379,159 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $289,616 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $497,922 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 515 | $28.2M | $26.0M | 101.5% | $24.5M | n/a | $23.8M | n/a |
| 2023 to Dec 31, 2023 | 694 | $34.5M | $34.3M | 102.3% | $28.2M | n/a | $27.7M | n/a |
| 2022 to Dec 31, 2022 | 702 | $37.3M | $33.7M | 104.5% | $34.5M | n/a | $33.9M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 11 13 50 64 $191,265 PY2024
- J••••••• C•••• B••• Na codes 28 50 51 $6,980 PY2024
- P•••••••• Trust Company codes 21 50 $5,221 PY2024
- The Renco Group, Inc. Master Trust Sched. D M $23.8M PY2024
- P••• L••••• Assets Sep Acct-R6 Sched. D P $379,159 PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 11 13 50 64 $259,006 PY2023
- Crowe LLP codes 10 50 $20,515 PY2023
- E••••••••• L•• codes 17 50 $10,237 PY2023
- P•••••••• Trust Company codes 21 50 $5,954 PY2023
- J••••••• C•••• B••• Na codes 28 50 51 $5,738 PY2023
- P••• L••••• Assets Sep Acct-R6 Sched. D P $289,616 PY2023
- The Renco Group, Inc. Master Trust Sched. D M $27.7M PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 11 13 50 64 $78,743 PY2022
- P•••••••• Trust Company codes 21 50 $5,041 PY2022
- W•••• F•••• B•••, N.A. codes 21 28 50 59 63 $1,024 PY2022
- P••• L••••• Assets Sep Acct-R6 Sched. D P $497,922 PY2022
- The Renco Group, Inc. Master Trust Sched. D M $33.9M PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
8 events
- Dec 31, 2024Consultant changedinferenceE••••••••• L•• no longer appears on U• M•••••••• L•• H••••• D•••••• B•••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with E••••••••• L••askebsa.dol.gov
- Dec 31, 2024Assets changedU• M•••••••• L•• H••••• D•••••• B•••••• P•••••• P••• total assets $28M -> $24M (-13.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedU• M•••••••• L•• H••••• D•••••• B•••••• P•••••• P••• plan assets $35M -> $28M (-18.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedJ••••••• C•••• B••• Na appears on U• M•••••••• L•• H••••• D•••••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J••••••• C•••• B•••• N•••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceE••••••••• L•• appears on U• M•••••••• L•• H••••• D•••••• B•••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with E••••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceW•••• F•••• B•••, N.A. no longer appears on U• M•••••••• L•• H••••• D•••••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W•••• F•••• B•••askebsa.dol.gov
- Dec 31, 2023Assets changedU• M•••••••• L•• H••••• D•••••• B•••••• P•••••• P••• total assets $35M -> $28M (-18.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedU• M•••••••• L•• H••••• D•••••• B•••••• P•••••• P••• funded ratio 104.5% -> 102.3% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 010705446-003
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.