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
Pension Plan for Hourly Employees of Afa Protective Systems, Inc.
Corporate pensionSyosset, NY
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
85.7%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: AFA Protective Systems, Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Insurance company general account 79.1%
- Pooled separate accounts 19.4%
Consultants and advisers
1 firms
- Massa & Associates, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal1 rows, latest Dec 31, 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Prin Fin Grp, Inc. Stock Sa-R6separate account | Principal | Public equity | $993,316 held | Disclosed holding | askebsa.dol.gov |
Size and funding
16 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 206 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 226 | $6.0M | $6.2M | 85.7% | $5.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $5,875 PY2023
- Prin Fin Grp, Inc. Stock Sa-R6 Sched. D P PY2023
- Principal Life Insurance Company codes 13 50 64 $1,900 PY2022
- Prin Fin Grp, Inc. Stock Sa-R6 Sched. D P $993,316 PY2022
- Massa & Associates, Inc. codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedPension Plan for Hourly Employees of Afa Protective Systems, Inc. total assets $5M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131805009-001
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.