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
United Refining Company Consolidated Pension Plan
Corporate pensionWarren, PA
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
107.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: United Refining Company
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 58.6%
Consultants and advisers
12 firms
- Comperio Retirement Consulting Pension consultantthrough Dec 31, 2023 Form 5500
- Columbia Advisory Group Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mfs Investment adviser (plan)through Dec 31, 2022 Form 5500
- Tygh Capital Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Boston Partners Mid Cap Value Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fuller & Thaler Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Janus Advisor Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Granite Small Cap Growth Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Toweres Watson US LLC Actuarythrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough 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 | 994 | $99.5M | $98.9M | 107.8% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 677 | $59.7M | $60.6M | 107.1% | $103M | n/a | $0 | $0 |
| 2022 to Dec 31, 2022 | 692 | $75.4M | $60.7M | 113.0% | $59.7M | n/a | $8.1M | $566,431 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 50 $972,513 PY2024
- Lvbw LLP codes 10 50 $28,750 PY2024
- Bank of America codes 21 27 50 $18,737 PY2024
- United Refining Company Combined PE Sched. D M PY2024
- Willis Toweres Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 50 $111,211 PY2023
- Bank of America codes 21 27 50 $89,247 PY2023
- Columbia Advisory Group codes 27 51 $11,805 PY2023
- Mfs codes 27 51 $10,665 PY2023
- Comperio Retirement Consulting codes 17 50 $9,375 PY2023
- Tygh Capital Management Inc. codes 27 51 $8,213 PY2023
- United Refining Company Combined PE Sched. D M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Bank of America codes 21 27 $111,056 PY2022
- Willis Towers Watson codes 11 $69,996 PY2022
- Columbia Advisory Group codes 27 $17,269 PY2022
- Mfs codes 27 $15,791 PY2022
- Tygh Capital Management Inc. codes 27 $11,560 PY2022
- Boston Partners Mid Cap Value codes 27 $7,528 PY2022
- Fuller & Thaler Asset Management codes 27 $6,536 PY2022
- Janus Advisor Inc codes 27 $6,319 PY2022
- Lvbw LLP codes 10 $6,000 PY2022
- Granite Small Cap Growth codes 27 $5,094 PY2022
- United Refining Company Combined PE Sched. D M $8.1M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
14 events
- Dec 31, 2024Consultant changedinferenceColumbia Advisory Group no longer appears on United Refining Company Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Columbia Advisory Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceComperio Retirement Consulting no longer appears on United Refining Company Consolidated Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Comperio Retirement Consultingaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceTygh Capital Management Inc. no longer appears on United Refining Company Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Tygh Capital Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMfs no longer appears on United Refining Company Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mfsaskebsa.dol.gov
- Dec 31, 2024Assets changedUnited Refining Company Consolidated Pension Plan total assets $103M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedUnited Refining Company Consolidated Pension Plan plan assets $60M -> $99M (+66.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceBoston Partners Mid Cap Value no longer appears on United Refining Company Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Boston Partners Mid Cap Valueaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceFuller & Thaler Asset Management no longer appears on United Refining Company Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Fuller & Thaler Asset Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceJanus Advisor Inc no longer appears on United Refining Company Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Janus Advisor Incaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceGranite Small Cap Growth no longer appears on United Refining Company Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Granite Small Cap Growthaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceComperio Retirement Consulting appears on United Refining Company Consolidated Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Comperio Retirement Consultingaskebsa.dol.gov
- Dec 31, 2023Assets changedUnited Refining Company Consolidated Pension Plan total assets $60M -> $103M (+72.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedUnited Refining Company Consolidated Pension Plan funded ratio 113.0% -> 107.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUnited Refining Company Consolidated Pension Plan plan assets $75M -> $60M (-20.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251411751-002
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.