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

Hussmann Pension Plan for Certain Participants With Frozen Benefits

Corporate pensionBridgeton, MO
Assets
$25.3M
Total assets, Dec 31, 2024 reported
Funded
80.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Hussmann Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 90.1%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$25.3M Dec 31, 2024 reported Form 5500
$25.1M (2023-12) · $56.0M (2022-12)
Plan assets
$25.4M Jan 1, 2024 reported Form 5500
$56.0M (2023-01) · $79.8M (2022-01)
Net assets
$25.3M Dec 31, 2024 reported Form 5500
$24.9M (2023-12) · $55.9M (2022-12)
Funded ratio
80.9% Jan 1, 2024 reported Form 5500
93.7% (2023-01) · 111.3% (2022-01)
Funding target
$34.5M Jan 1, 2024 reported Form 5500
$64.5M (2023-01) · $68.0M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.34% (2022-01)
Participants
812 Jan 1, 2024 reported Form 5500
1,558 (2023-01) · 1,649 (2022-01)
Contributions
$3.3M Dec 31, 2024 reported Form 5500
$710,000 (2023-12) · $0 (2022-12)
Benefits paid
$2.5M Dec 31, 2024 reported Form 5500
$32.4M (2023-12) · $7.3M (2022-12)
Net investment income
$359,508 Dec 31, 2024 reported Form 5500
$-31.0M (2023-12) · $-23.4M (2022-12)
Investment management fees
$38,398 Dec 31, 2024 reported Form 5500
$184,191 (2023-12) · $158,542 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024812$25.4M$34.5M80.9%$25.3Mn/a$22.8Mn/a
2023 to Dec 31, 20231,558$56.0M$64.5M93.7%$25.1Mn/a$24.3Mn/a
2022 to Dec 31, 20221,649$79.8M$68.0M111.3%$56.0Mn/a$56.0Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer codes 11 50 $267,444 PY2024
  • Mercer Investments LLC codes 28 50 52 $37,341 PY2024
  • The Northern Trust Co codes 14 19 21 $32,220 PY2024
  • Armanino LLP codes 10 $25,148 PY2024
  • Greensfelder, Hemke & Gale, P.C. codes 29 50 $11,908 PY2024
  • Hussmann Corp Master Pension Trust Sched. D M $22.8M PY2024
  • Mercer codes 11 PY2024
  • Mercer codes 11 50 $352,665 PY2023
  • Mercer Investments LLC codes 28 50 52 $183,601 PY2023
  • Greensfelder, Hemke & Gale, P.C. codes 29 50 $51,948 PY2023
  • The Northern Trust Co codes 14 19 21 $34,414 PY2023
  • Armanino LLP codes 10 $21,735 PY2023
  • Hussmann Corp Master Pension Trust Sched. D M $24.3M PY2023
  • Mercer codes 11 PY2023
  • Mercer codes 11 50 $159,248 PY2022
  • Mercer Investments LLC codes 28 50 $154,542 PY2022
  • The Northern Trust Co codes 14 19 21 $34,001 PY2022
  • Armanino LLP codes 10 $18,900 PY2022
  • Greensfelder, Hemke & Gale, P.C. codes 29 50 $7,992 PY2022
  • Hussmann Corp Master Pension Trust Sched. D M $56.0M PY2022
  • Mercer codes 11 PY2022
What changed
5 events
  • Jan 1, 2024Funded status changed
    Hussmann Pension Plan for Certain Participants With Frozen Benefits funded ratio 93.7% -> 80.9% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    Hussmann Pension Plan for Certain Participants With Frozen Benefits plan assets $56M -> $25M (-54.7%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    Hussmann Pension Plan for Certain Participants With Frozen Benefits total assets $56M -> $25M (-55.2%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Hussmann Pension Plan for Certain Participants With Frozen Benefits funded ratio 111.3% -> 93.7% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Hussmann Pension Plan for Certain Participants With Frozen Benefits plan assets $80M -> $56M (-29.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 430156220-045
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.