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
Retirement Plan for Employees of Bishop Museum
Corporate pensionHonolulu, HI
Assets
$9.8M
Total assets, Dec 31, 2024 reported
Funded
91.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Bishop Museum
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Registered investment companies 100.0%
Consultants and advisers
4 firms
- Morgan Stanley Smith Barney Investment adviser (plan)through Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Bank of Hawaii Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. 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
33 readings
Investment management fees
$22,527 (2023-12) · $24,875 (2022-12)
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 | 282 | $9.8M | $10.4M | 91.1% | $9.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 289 | $8.9M | $10.3M | 83.9% | $9.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 292 | $11.7M | $10.1M | 115.3% | $8.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 17 50 70 $64,890 PY2024
- Bank of Hawaii codes 21 50 52 $20,842 PY2024
- Morgan Stanley Smith Barney LLC codes 27 50 72 $17,726 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 11 17 50 70 $71,021 PY2023
- Morgan Stanley Smith Barney LLC codes 27 50 72 $22,527 PY2023
- Bank of Hawaii codes 21 50 52 $20,484 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 11 17 50 70 $70,341 PY2022
- Morgan Stanley Smith Barney LLC codes 27 50 72 $24,875 PY2022
- Bank of Hawaii codes 21 50 52 $21,331 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Bishop Museum funded ratio 83.9% -> 91.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Bishop Museum funded ratio 115.3% -> 83.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Bishop Museum plan assets $12M -> $9M (-23.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 990161980-001
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.