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
Employees' Pension Plan of Florida Public Utilities Company
Corporate pensionDover, DE
Assets
$49.1M
Total assets, Dec 31, 2024 reported
Funded
96.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
3 managers on Schedule C
Plan sponsor: Florida Public Utilities Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 2.5%
- Registered investment companies 97.5%
Consultants and advisers
1 firms
- Empower Actuarythrough Dec 31, 2022 Form 5500
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
- Prudential Retirement & Annuity Ins4 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Fiducient Advisors LLCplan years 2024
- PNC Bank, National Associationplan years 2024
- Chesapeake Utilities Corporationplan years 2024
- Bank of America, N.A, NYplan years 2023
- Capfinancial Partners, LLCplan years 2022
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Eagle M Cap Growth (isp)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $11,222 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Growth/jennisonseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Value/victory Fundseparate account | Prudential Retirement & Annuity Ins | Public equity | $722,736 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Eagle M Cap Growth (isp)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 419 | $49.4M | $49.2M | 96.6% | $49.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 426 | $46.2M | $49.7M | 95.3% | $49.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 436 | $58.7M | $50.1M | 105.3% | $46.2M | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 13 $164,537 PY2024
- Fiducient Advisors LLC codes 28 $59,731 PY2024
- Chesapeake Utilities Corporation codes 28 $21,200 PY2024
- PNC Bank, National Association codes 28 $20,370 PY2024
- Eagle M Cap Growth (isp) Sched. D P PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 13 $58,351 PY2023
- Bank of America N.A., NY codes 28 $45,296 PY2023
- Capfinancial Partners LLC codes 28 $30,000 PY2023
- Large Cap Growth/jennison Sched. D P PY2023
- Small Cap Value/victory Fund Sched. D P PY2023
- Eagle M Cap Growth (isp) Sched. D P $11,222 PY2023
- Empower codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 13 $45,139 PY2022
- Capfinancial Partners LLC codes 28 $40,000 PY2022
- Eagle M Cap Growth (isp) Sched. D P $1.3M PY2022
- Large Cap Growth/jennison Sched. D P $2.9M PY2022
- Small Cap Value/victory Fund Sched. D P $722,736 PY2022
- CUC Def Ben Plans Master Trust Sched. D M PY2022
- Empower codes 11 PY2022
What changed
10 events
- Dec 31, 2024Manager relationship endedinferenceCapfinancial Partners LLC no longer appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)with Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPNC Bank, National Association appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)with PNC Bank, National Associationaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedFiducient Advisors LLC appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)with Fiducient Advisors LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBank of America N.A., NY no longer appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)with Bank of America, N.A, NYaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedChesapeake Utilities Corporation appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)with Chesapeake Utilities Corporationaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceEmployees' Pension Plan of Florida Public Utilities Company no longer reports Small Cap Value/victory Fund (Prudential Retirement & Annuity Ins) (last held $722,736 at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceEmployees' Pension Plan of Florida Public Utilities Company no longer reports Large Cap Growth/jennison (Prudential Retirement & Annuity Ins) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBank of America N.A., NY appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of America, N.A, NYaskebsa.dol.gov
- Jan 1, 2023Funded status changedEmployees' Pension Plan of Florida Public Utilities Company funded ratio 105.3% -> 95.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees' Pension Plan of Florida Public Utilities Company plan assets $59M -> $46M (-21.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590539080-001
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.