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
Limra International Retirement Income Plan
Corporate pensionWindsor, CT
Assets
$44.0M
Total assets, Jan 1, 2025 reported
Funded
100.0%
Jan 2, 2024
Private markets target
n/a
policy Jan 1, 2025
Commitments
3
none on the tape
Plan sponsor: LL Global, Inc
Allocation policy
Form 5500, as of Jan 1, 2025
Actual allocation lines without a target (as filed)
- U.S. Government securities 17.3%
- Common/collective trusts 4.4%
- Registered investment companies 78.0%
Consultants and advisers
2 firms
- Sei Trusteethrough Jan 1, 2023 Form 5500
- HUB International Actuarythrough Jan 1, 2023 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
3 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 Jan 1, 2025 | SEI Core Property Coll Inv Trustcollective trust | Sei | Real estate | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 1, 2024 | SEI Core Property Coll Inv Trustcollective trust | Sei | Real estate | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 1, 2023 | SEI Core Property Coll Inv Trustcollective trust | Sei | Real estate | $3.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 Jan 1, 2025 | 328 | $47.2M | $47.7M | 100.0% | $44.0M | n/a | n/a | n/a |
| 2023 to Jan 1, 2024 | 335 | $41.6M | $50.2M | 84.7% | $47.3M | n/a | n/a | n/a |
| 2022 to Jan 1, 2023 | 340 | $55.0M | $49.8M | 100.2% | $41.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sei codes 21 24 28 52 PY2024
- HUB International codes 11 PY2024
- SEI Core Property Coll Inv Trust Sched. D C $1.9M PY2024
- HUB International codes 11 PY2024
- HUB International codes 11 PY2023
- Sei codes 21 24 28 52 PY2023
- SEI Core Property Coll Inv Trust Sched. D C $3.0M PY2023
- HUB International codes 11 PY2023
- Sei codes 21 24 28 52 PY2022
- HUB International codes 11 PY2022
- SEI Core Property Coll Inv Trust Sched. D C $3.3M PY2022
- HUB International codes 11 PY2022
What changed
5 events
- Jan 2, 2024Funded status changedLimra International Retirement Income Plan funded ratio 84.7% -> 100.0% (2023-01-02 to 2024-01-02)
- Jan 2, 2024Assets changedLimra International Retirement Income Plan plan assets $42M -> $47M (+13.6%, 2023-01-02 to 2024-01-02)
- Jan 1, 2024Assets changedLimra International Retirement Income Plan total assets $42M -> $47M (+13.7%, 2023-01-01 to 2024-01-01)
- Jan 2, 2023Funded status changedLimra International Retirement Income Plan funded ratio 100.2% -> 84.7% (2022-01-02 to 2023-01-02)
- Jan 2, 2023Assets changedLimra International Retirement Income Plan plan assets $55M -> $42M (-24.4%, 2022-01-02 to 2023-01-02)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 261339203-002
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.