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
The United Illuminating Company Pension Plan
Corporate pensionOrange, CT
Assets
$301M
Total assets, Dec 31, 2024 reported
Funded
84.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The United Illuminating Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 94.7%
Consultants and advisers
4 firms
- PWC US Tax LLP Actuarythrough Dec 31, 2023 Form 5500
- Granahan Investment Custodianthrough Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
- Segall Bryant & Hamill LLCplan years 2023
- Mercerplan years 2023
- Blackrock Institutional Trust Co,naplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
- UBS Asset Managementplan years 2022
- Nepc, LLCplan years 2022
- State Street Global Advisorsplan years 2022
- Pacific Investmt Management Co LLCplan 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
33 readings
Investment management fees
$378,668 (2023-12) · $261,247 (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 | 1,044 | $300M | $383M | 84.2% | $301M | n/a | $285M | n/a |
| 2023 to Dec 31, 2023 | 1,081 | $290M | $393M | 80.1% | $301M | n/a | $295M | n/a |
| 2022 to Dec 31, 2022 | 1,142 | $423M | $411M | 95.8% | $290M | n/a | $280M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pricewaterhousecoopers LLP codes 11 $97,509 PY2024
- Mercer codes 28 $86,364 PY2024
- Pacific Investment Management codes 28 $79,559 PY2024
- Nisa codes 28 $75,475 PY2024
- Northern Trust Company codes 19 25 $75,319 PY2024
- Granahan Investment Management Co. codes 19 $57,982 PY2024
- Segall Bryant & Hamill Inv. Counsel codes 28 $49,346 PY2024
- Blackrock Investment codes 28 $43,986 PY2024
- UBS Global Asset Management codes 28 $42,010 PY2024
- The Bonadio Group, LLP codes 10 $17,867 PY2024
- Avangrid, Inc. Db Master Trust Sched. D M $285M PY2024
- PWC US Tax LLP codes 11 PY2024
- Pricewaterhousecoopers LLP codes 11 $101,927 PY2023
- Pacific Investment Management codes 28 $70,663 PY2023
- Northern Trust Company codes 19 25 $65,695 PY2023
- Nisa codes 28 $60,316 PY2023
- Segall Bryant & Hamill Inv. Counsel codes 28 $58,080 PY2023
- Mercer codes 28 $55,451 PY2023
- Blackrock Investment codes 28 $51,473 PY2023
- Granahan Investment Management Co. codes 19 $37,493 PY2023
- UBS Global Asset Management codes 28 $31,086 PY2023
- The Bonadio Group, LLP codes 10 $16,525 PY2023
- Nepc, LLC codes 28 $9,229 PY2023
- Avangrid, Inc. Db Master Trust Sched. D M $295M PY2023
- PWC US Tax LLP codes 11 PY2023
- Pricewaterhousecoopers LLP codes 11 $145,782 PY2022
- Pimco codes 28 $83,211 PY2022
- Northern Trust Company codes 19 25 $80,257 PY2022
- Nisa codes 28 $78,567 PY2022
- Blackrock Investment codes 28 $60,923 PY2022
- Granahan Investment Management Co. codes 19 $51,899 PY2022
- UBS Global Asset Management codes 28 $36,740 PY2022
- Nepc, LLC codes 28 $23,189 PY2022
- The Bonadio Group, LLP codes 10 $16,008 PY2022
- Hinman Howard & Kattell, LLP codes 29 $9,088 PY2022
- Investment Metrics LLC codes 28 $8,238 PY2022
- Workforce Logiq codes 99 $5,445 PY2022
- Avangrid Inc. Db Master Trust Sched. D M $280M PY2022
- Pricewaterhousecoopers LLP codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceNepc, LLC no longer appears on The United Illuminating Company Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nepc, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe United Illuminating Company Pension Plan funded ratio 80.1% -> 84.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedMercer appears on The United Illuminating Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSegall Bryant & Hamill Inv. Counsel appears on The United Illuminating Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceInvestment Metrics LLC no longer appears on The United Illuminating Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Global Advisorsaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe United Illuminating Company Pension Plan funded ratio 95.8% -> 80.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe United Illuminating Company Pension Plan plan assets $423M -> $290M (-31.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060571640-001
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.