DFX Intelligence

Swartz Campbell LLC Retirement Plan

Corporate pension· Philadelphia, Pennsylvania

Corporate pension, based in Philadelphia, Pennsylvania, reporting $18.6M in assets, for 236 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-13 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $18.6M
Funded ratio: 82.0%

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Open searches Allocation policy

As of 2024-12-13 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 13 Dec 2024, Swartz Campbell LLC Retirement Plan total assets $16M -> $19M (+17.4%, 2023-12-13 to 2024-12-13).

Relationship network

4 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Swartz Campbell LLC Retirement Plan

Reading the network

Service provider
Organization

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$18.6M

Total assets, Dec 13, 2024 reported

Funded

82.0%

Dec 14, 2023

Private markets target

no policy read

policy Dec 13, 2024

Commitments

none on the tape

Plan sponsor: Swartz Campbell LLC

Allocation policy

Form 5500, as of Dec 13, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.0%
Non-interest-bearing cash 0.0%
Registered investment companies 51.3%
Common stock 44.0%

Consultants and advisers

3 firms

Alliance Bernstein, L.P. Investment adviser (plan)through Dec 13, 2023 Form 5500
Brown & Brown Ins. Services, Inc. Actuarythrough Dec 13, 2024 Form 5500
Brown & Brown of Pennsylvania, LP Actuarythrough Dec 13, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

1 event

Dec 13, 2024Assets changed
Swartz Campbell LLC Retirement Plan total assets $16M -> $19M (+17.4%, 2023-12-13 to 2024-12-13)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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

22 readings

Total assets

$18.6M Dec 13, 2024 reported Form 5500

$15.8M (2023-12)

Plan assets

$15.8M Dec 14, 2023 reported Form 5500

$14.9M (2022-12)

Net assets

$18.6M Dec 13, 2024 reported Form 5500

$15.8M (2023-12)

Funded ratio

82.0% Dec 14, 2023 reported Form 5500

82.0% (2022-12)

Funding target

$18.8M Dec 14, 2023 reported Form 5500

$18.7M (2022-12)

Discount rate

5.19% Dec 14, 2023 reported Form 5500

5.36% (2022-12)

Participants

236 Dec 14, 2023 reported Form 5500

240 (2022-12)

Contributions

$780,350 Dec 13, 2024 reported Form 5500

$334,583 (2023-12)

Benefits paid

$971,376 Dec 13, 2024 reported Form 5500

$919,083 (2023-12)

Net investment income

$2.7M Dec 13, 2024 reported Form 5500

$959,723 (2023-12)

Investment management fees

$96,591 Dec 13, 2024 reported Form 5500

$81,976 (2023-12)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Dec 13, 2024	236	$15.8M	$18.8M	82.0%	$18.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 13, 2023	240	$14.9M	$18.7M	82.0%	$15.8M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Alliancebernstein, L.P. codes 27 $96,591 PY2023
Brown & Brown Ins. Services, Inc. codes 11 PY2023
Alliancebernstein, L.P. codes 27 $81,976 PY2022

+1 more service provider

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 231141190-001

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.

Not yet on record: fund commitments, managers.

Record history

1 dated event on the change ledger, latest event first

Total assets changed
2024-12-13source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+4 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.