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.
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Corporate pension
R••••••••• P••• f•• S••••••• T••••••• E•••••••• o• C••••••• B•••••• L•••••
Corporate pensionFort Lauderdale, FL
Assets
$14.0M
Total assets, Dec 31, 2024 reported
Funded
115.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••••••• B•••••• L••••• a• S•• o• C••••••• B••••• I•••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Corporate debt instruments (other) 75.6%
- U.S. Government securities 1.4%
- Common stock 20.3%
Consultants and advisers
5 firms
- U•• F•••••••• S••••••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••••••• B••• • T•••• N• Trusteethrough Dec 31, 2023 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
- E•••••• Trusteethrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 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
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 | 2,042 | $14.9M | $13.6M | 115.0% | $14.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,076 | $15.4M | $14.5M | 117.1% | $15.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,106 | $19.4M | $14.8M | 126.2% | $15.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• Inc codes 11 14 16 50 $95,805 PY2024
- U•• F•••••••• S••••••• I•• codes 27 28 50 $42,030 PY2024
- BDO USA P.C. codes 10 50 $40,230 PY2024
- USI C••••••••• Group codes 14 50 $8,500 PY2024
- C••••••• B••• • T•••• N• codes 21 50 $7,125 PY2024
- A•• C••••••••• I••• codes 11 PY2024
- AON C••••••••• Inc codes 11 14 16 50 $97,366 PY2023
- U•• F•••••••• S••••••• I•• codes 27 28 50 $53,175 PY2023
- BDO USA P.C. codes 10 50 $36,789 PY2023
- C••••••• B••• • T•••• N• codes 21 50 $16,357 PY2023
- USI C••••••••• Group codes 14 50 $10,625 PY2023
- A•• C••••••••• I••• codes 11 PY2023
- AON C••••••••• Inc codes 11 16 50 $95,261 PY2022
- U•• F•••••••• S••••••• I•• codes 27 28 50 $29,693 PY2022
- E•••••• codes 21 50 $18,312 PY2022
- USI C••••••••• Group codes 14 50 $6,375 PY2022
- Sia-Cjl Mfs Value Fd - R5 Sched. D P PY2022
- Sia-Ckd Select Blue Chip Growth Fd Sched. D P PY2022
- Sia-Ckl Select Strat Bond Fd Sched. D P PY2022
- Sia-Cnb Dfa Inflation-Protected Sec Sched. D P PY2022
- Sia-Cnd Vanguard 500 Index Administ Sched. D P PY2022
- Sia-Cnj Vanguard Small Cap Index Fd Sched. D P PY2022
- Sia-Ev Premier High Yield (barings) Sched. D P PY2022
- Sia-Fq Prem Short-Duration Bond Sched. D P PY2022
- Sia-Gm American Fds New World Fd R5 Sched. D P PY2022
- Sia-Mm Amer Fds Europacific Growth Sched. D P PY2022
- Sia-Uh Select Mid Cap Gr (trp/front Sched. D P PY2022
- Sia-P5 Sagic Diversified Bond II Sched. D P PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedR••••••••• P••• f•• S••••••• T••••••• E•••••••• o• C••••••• B•••••• L••••• funded ratio 117.1% -> 115.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedR••••••••• P••• f•• S••••••• T••••••• E•••••••• o• C••••••• B•••••• L••••• funded ratio 126.2% -> 117.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• f•• S••••••• T••••••• E•••••••• o• C••••••• B•••••• L••••• plan assets $19M -> $15M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311192704-002
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.