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
Local 18 International Union of Police & Protection Employees - Isopgu Pension Fund
Corporate pensionOrlando, FL
Assets
$3.6M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Board of Trustees Local 18 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 21.8%
- Non-interest-bearing cash 1.8%
- Common stock 75.9%
Consultants and advisers
3 firms
- Cadaret Grant & Co Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Cadaret Grant & Co Incplan years 2024
- Gamco Asset Management, Inc.plan years 2022
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
18 readings
Investment management fees
$35,128 (2023-12) · $34,264 (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 | 388 | n/a | n/a | n/a | $3.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 396 | n/a | n/a | n/a | $3.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 403 | n/a | n/a | n/a | $3.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fuiman Mogila, LLP codes 29 50 $36,000 PY2024
- Gamco Asset Management, Inc. codes 28 51 $33,068 PY2024
- Milliman, Inc. codes 11 50 $24,242 PY2024
- Citrin Cooperman Advisors LLC codes 10 50 $23,300 PY2024
- WB Advisors, LLC codes 13 50 $18,000 PY2024
- Cadaret, Grant & Company codes 28 51 $5,162 PY2024
- US Bank codes 19 51 $5,000 PY2024
- Raymond Aquilino codes 20 50 $5,000 PY2024
- Madison Consulting Group codes 13 50 $28,000 PY2023
- Milliman, Inc. codes 11 50 $24,576 PY2023
- Mogila Law Group LLC codes 29 50 $18,000 PY2023
- Fuiman Mogila, LLP codes $18,000 PY2023
- Gamco Asset Management, Inc. codes 28 51 $17,678 PY2023
- Gettry Marcus CPA, P.C. codes 10 50 $17,500 PY2023
- Cadaret, Grant & Company codes 27 51 $8,386 PY2023
- Raymond Aquilino codes 20 50 $6,250 PY2023
- US Bank codes 19 51 $6,250 PY2023
- Milliman, Inc. codes 11 50 $37,197 PY2022
- Mogila Law Group LLC codes 29 50 $36,000 PY2022
- Gettry Marcus CPA, P.C. codes 10 50 $20,500 PY2022
- Gamco Asset Management, Inc. codes 28 51 $18,312 PY2022
- Madison Consulting Group codes 13 50 $10,519 PY2022
- Cadaret, Grant & Company codes 27 51 $7,065 PY2022
- US Bank codes 19 51 $5,000 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136266867-004
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.