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
Andis Company Pension Plan
Corporate pensionSturtevant, WI
Assets
n/a
Total assets, Aug 6, 2024 reported
Funded
95.3%
Sep 1, 2022
Private markets target
n/a
policy Aug 31, 2023
Commitments
0
none on the tape
Plan sponsor: Andis Company
Allocation policy
Form 5500, as of Aug 31, 2023
Actual allocation lines without a target (as filed)
- Registered investment companies 99.3%
Consultants and advisers
2 firms
- Reliance Trust Company Investment adviser (plan)through Aug 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Aug 31, 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.
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
Plan assets
Funded ratio
Funding target
Discount rate
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 Aug 6, 2024 | 462 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 186 | $10.9M | $11.4M | 95.3% | $14.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Reliance Trust codes 27 $15,217 PY2023
- Reliance Trust codes 27 $31,435 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
1 events
- Aug 6, 2024Assets changedAndis Company Pension Plan total assets $15M -> $0 (-100.0%, 2023-08-31 to 2024-08-06)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390131490-002
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.