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
P•••••• P••• f•• B••••••••• G•••• H••••• E•••••••• o• t•• C••••••••• O••• P•••• o• B•••••••• C••••• P•••••••• L••
Corporate pensionKansas City, MO
Assets
$12.7M
Total assets, Dec 31, 2024 reported
Funded
131.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: B•••••••• C••••• P•••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- C•••on/collective trusts 100.0%
Consultants and advisers
5 firms
- C••• S••••• C••••••••• I•• General consultantthrough Dec 31, 2022 Form 5500
- C••••• A••••••••• Actuarythrough Dec 31, 2023 Form 5500
- F•• M••• T•••• C• Trusteethrough Dec 31, 2023 Form 5500
- F••••••• I••••••••• A•••• M••• T• Actuarythrough Dec 31, 2022 Form 5500
- F••••••• I••••••••• Actuarythrough 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
- F••••••• I••••••••• A•••• M•••12 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- F••••••• I••••••••• A•••• M•••plan years 2022
Commitments
12 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 | F••• I••••••••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• S•••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• I••••••••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• S•••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• I••••••••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• S•••• D••••••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$38,936 (2023-12) · $29,583 (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 | 100 | $13.3M | $9.8M | 131.8% | $12.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 103 | $13.2M | $10.1M | 132.3% | $13.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 105 | $16.7M | $10.2M | 157.2% | $13.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inst Asst M••• Co codes 28 51 $30,648 PY2024
- Cbiz CPAS, P.C. codes 10 50 $30,243 PY2024
- F•• M••• T•••• C• codes 15 21 50 $23,650 PY2024
- FID Inv Inst Ops Co codes 11 16 50 $22,570 PY2024
- F••• L••• Corp a Or B••••• C••• Pl Sched. D C $3.4M PY2024
- F••• I••••••••• D••••••• C••• P• Sched. D C $3.3M PY2024
- F••• S•••• D••••••• C••• P• Sched. D C $3.7M PY2024
- F••• 8-10 Yr Corp B••• C••• Pool Sched. D C $2.3M PY2024
- F••••••• I••••••••• codes 11 PY2024
- FID Inst Asst M••• Co codes 28 51 $38,936 PY2023
- FID Inv Inst Ops Co codes 11 16 50 $34,052 PY2023
- F•• M••• T•••• C• codes 15 21 50 $20,489 PY2023
- Cbiz CPAS, P.C. codes 10 50 $17,588 PY2023
- BDO USA, LLP codes 10 50 $7,100 PY2023
- Dentons US LLP codes 29 50 $2,050 PY2023
- C••••• A•••••••••, Inc. codes 11 50 $878 PY2023
- F••• 8-10 Yr Corp B••• C••• Pool Sched. D C $2.8M PY2023
- F••• I••••••••• D••••••• C••• P• Sched. D C $2.4M PY2023
- F••• L••• Corp a Or B••••• C••• Pl Sched. D C $5.0M PY2023
- F••• S•••• D••••••• C••• P• Sched. D C $3.1M PY2023
- F••••••• I••••••••• codes 11 PY2023
- FID Inv Inst Ops Co codes 11 16 50 $74,562 PY2022
- FID Inst Asst M••• Co codes 28 51 $26,033 PY2022
- BDO USA, LLP codes 10 50 $18,750 PY2022
- C••• S••••• C••••••••• I••. codes 16 50 $5,151 PY2022
- F••• S•••• D••••••• C••• P• Sched. D C $3.3M PY2022
- F••• 8-10 Yr Corp B••• C••• Pool Sched. D C $2.8M PY2022
- F••• L••• Corp a Or B••••• C••• Pl Sched. D C $4.6M PY2022
- F••• I••••••••• D••••••• C••• P• Sched. D C $2.5M PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceC••• S••••• C••••••••• I••. no longer appears on P•••••• P••• f•• B••••••••• G•••• H••••• E•••••••• o• t•• C••••••••• O••• P•••• o• B•••••••• C••••• P•••••••• L••'s Schedule C as general consultant (plan year 2023 vs 2022)with C••• S••••• C••••••••• I••askebsa.dol.gov
- Jan 1, 2023Funded status changedP•••••• P••• f•• B••••••••• G•••• H••••• E•••••••• o• t•• C••••••••• O••• P•••• o• B•••••••• C••••• P•••••••• L•• funded ratio 157.2% -> 132.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• f•• B••••••••• G•••• H••••• E•••••••• o• t•• C••••••••• O••• P•••• o• B•••••••• C••••• P•••••••• L•• plan assets $17M -> $13M (-21.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 881668286-003
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.