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

Ansi Plan for Employees' Retirement Pensions

Corporate pensionNew York, NY
Assets
$50.6M
Total assets, Dec 30, 2024 reported
Funded
116.8%
Dec 31, 2023
Private markets target
n/a
policy Dec 30, 2024
Commitments
2
1 managers on Schedule C
Plan sponsor: American National Standards Institute, Inc.
Allocation policy
Form 5500, as of Dec 30, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 4.8%
  • Registered investment companies 95.2%
Consultants and advisers
2 firms
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
From Schedule C (investment management, code 28)
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 30, 2024Standard Insurance Companycollective trustStandard Retirement ServicesPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 30, 2023Standard Insurance Companycollective trustStandard Retirement ServicesPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
22 readings
Total assets
$50.6M Dec 30, 2024 reported Form 5500
$43.6M (2023-12)
Plan assets
$43.6M Dec 31, 2023 reported Form 5500
$35.8M (2022-12)
Net assets
$50.6M Dec 30, 2024 reported Form 5500
$43.6M (2023-12)
Funded ratio
116.8% Dec 31, 2023 reported Form 5500
116.4% (2022-12)
Funding target
$33.0M Dec 31, 2023 reported Form 5500
$29.2M (2022-12)
Discount rate
5.32% Dec 31, 2023 reported Form 5500
5.51% (2022-12)
Participants
297 Dec 31, 2023 reported Form 5500
282 (2022-12)
Contributions
$3.6M Dec 30, 2024 reported Form 5500
$3.6M (2023-12)
Benefits paid
$1.0M Dec 30, 2024 reported Form 5500
$658,481 (2023-12)
Net investment income
$6.9M Dec 30, 2024 reported Form 5500
$7.8M (2023-12)
Investment management fees
$40,000 Dec 30, 2024 reported Form 5500
$40,000 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 30, 2024297$43.6M$33.0M116.8%$50.6Mn/an/an/a
2022 to Dec 30, 2023282$35.8M$29.2M116.4%$43.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 30, 2024Assets changed
    Ansi Plan for Employees' Retirement Pensions total assets $44M -> $51M (+15.9%, 2023-12-30 to 2024-12-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Creative Planning appears on Ansi Plan for Employees' Retirement Pensions's Schedule C as investment manager (plan year 2023 vs 2022)
    with Creative Planningaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Lockton Investment Advisors no longer appears on Ansi Plan for Employees' Retirement Pensions's Schedule C as investment manager (plan year 2023 vs 2022)
    with Lockton Investment Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Ansi Plan for Employees' Retirement Pensions plan assets $36M -> $44M (+21.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131635253-001
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.