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
Communications Workers of America Adjustable Pension Plan
Corporate pensionWashington, DC
Assets
$29.3M
Total assets, Dec 31, 2024 reported
Funded
85.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Communications Workers of America, Afl-Cio, Clc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Partnership/joint venture interests 4.6%
- Registered investment companies 93.5%
Consultants and advisers
2 firms
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
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)
- International Real Estate Corporatiplan years 2024
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
Investment management fees
$32,803 (2023-12) · $15,617 (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 | 515 | $22.9M | $16.4M | 85.9% | $29.3M | $1.4M | n/a | n/a |
| 2023 to Dec 31, 2023 | 481 | $17.2M | $13.3M | 80.4% | $22.9M | $1.5M | n/a | n/a |
| 2022 to Dec 31, 2022 | 450 | $16.8M | $11.1M | 125.7% | $17.2M | $1.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cheiron codes 11 17 50 $65,400 PY2024
- Segal Advisors, Inc. codes 27 $31,470 PY2024
- Slevin & Hart, P.C. codes 29 $19,125 PY2024
- Calibre CPA Group codes 10 $16,710 PY2024
- Intercontinental Real Estate Corpor codes 28 $16,474 PY2024
- Cheiron, Inc. codes 11 PY2024
- Cheiron codes 11 17 50 $69,300 PY2023
- Slevin & Hart, P.C. codes 29 $23,671 PY2023
- Segal Advisors, Inc. codes 27 $17,200 PY2023
- Calibre CPA Group codes 10 $15,750 PY2023
- Cheiron, Inc. codes 11 PY2023
- Cheiron codes 11 17 50 $81,000 PY2022
- Segal Advisors, Inc. codes 27 $15,000 PY2022
- Calibre CPA Group codes 10 $15,000 PY2022
- Slevin & Hart, P.C. codes 29 $12,176 PY2022
- Cheiron, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedIntercontinental Real Estate Corpor appears on Communications Workers of America Adjustable Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with International Real Estate Corporatiaskebsa.dol.gov
- Dec 31, 2024Assets changedCommunications Workers of America Adjustable Pension Plan total assets $23M -> $29M (+27.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedCommunications Workers of America Adjustable Pension Plan funded ratio 80.4% -> 85.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCommunications Workers of America Adjustable Pension Plan plan assets $17M -> $23M (+33.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedCommunications Workers of America Adjustable Pension Plan total assets $17M -> $23M (+33.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCommunications Workers of America Adjustable Pension Plan funded ratio 125.7% -> 80.4% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530246709-002
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.