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
Employee Retirement Income Plan - Hourly West
Corporate pensionSeattle, WA
Assets
$1.7B
Total assets, Dec 31, 2024 reported
Funded
107.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Boeing Co. and Consolidated Subsidiaries
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- Pacific Resources Benefit General consultantthrough Dec 31, 2023 Form 5500
- Conduent Hr Services LLC General consultantthrough Dec 31, 2022 Form 5500
- Fidelity Institutional Asset Mgmt T General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC 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)
- The Boeing Co. and Consolidated Subsidiariesplan years 2022
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
31 readings
Investment management fees
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 | 19,237 | $1.8B | $1.4B | 107.0% | $1.7B | n/a | $1.7B | n/a |
| 2023 to Dec 31, 2023 | 19,757 | $1.8B | $1.5B | 103.8% | $1.8B | n/a | $1.8B | n/a |
| 2022 to Dec 31, 2022 | 21,029 | $2.4B | $1.6B | 116.6% | $1.8B | n/a | $1.8B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Inv Inst'l Op Co, LLC codes 13 15 49 61 $783,551 PY2024
- The Boeing Co and Consolidated Subs codes 10 14 28 $225,688 PY2024
- Willis Towers Watson US LLC codes 11 16 17 70 $192,591 PY2024
- Deloitte & Touche LLP codes 10 $42,338 PY2024
- Foley & Lardner LLP codes 29 $30,767 PY2024
- Conduent Hr Services LLC codes 15 $21,024 PY2024
- Herronpalmer codes 16 $10,495 PY2024
- Tbcerp Master Trust Sched. D M $1.7B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Fidelity Inv Inst'l Op Co, LLC codes 15 16 17 50 $720,813 PY2023
- The Boeing Co and Consolidated Subs codes 10 14 28 $191,448 PY2023
- Willis Towers Watson US LLC codes 11 17 $137,958 PY2023
- Foley & Lardner LLP codes 29 $44,779 PY2023
- Deloitte & Touche LLP codes 10 $41,392 PY2023
- Conduent Hr Services LLC codes 99 $21,622 PY2023
- Herronpalmer codes 16 $13,624 PY2023
- State Street Bank and Trust codes 49 $10,163 PY2023
- Tbcerp Master Trust Sched. D M $1.8B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Conduent Hr Services, LLC codes 15 16 38 64 70 $996,271 PY2022
- Fidelity Inv Inst'l Op Co, LLC codes 15 16 17 50 $365,868 PY2022
- The Boeing Co and Consolidated Subs codes 10 14 28 $166,454 PY2022
- Willis Towers Watson US LLC codes 11 16 17 50 70 $151,362 PY2022
- Foley & Lardner LLP codes 29 $40,061 PY2022
- Deloitte & Touche LLP codes 10 $37,721 PY2022
- State Street Bank and Trust codes 13 15 49 62 $29,143 PY2022
- Tbcerp Master Trust Sched. D M $1.8B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceFidelity Inv Inst'l Op Co, LLC no longer appears on Employee Retirement Income Plan - Hourly West's Schedule C as general consultant (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Jan 1, 2024Funded status changedEmployee Retirement Income Plan - Hourly West funded ratio 103.8% -> 107.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceHerronpalmer appears on Employee Retirement Income Plan - Hourly West's Schedule C as general consultant (plan year 2023 vs 2022)with Pacific Resources Benefitaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceConduent Hr Services, LLC no longer appears on Employee Retirement Income Plan - Hourly West's Schedule C as general consultant (plan year 2023 vs 2022)with Conduent Hr Services LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedEmployee Retirement Income Plan - Hourly West funded ratio 116.6% -> 103.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployee Retirement Income Plan - Hourly West plan assets $2.4B -> $1.8B (-25.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 910425694-102
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.