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 Mentholatum Company Pension Plan for Employees Employed in the United States of America
Corporate pensionOrchard Park, NY
Assets
$33.0M
Total assets, Dec 31, 2024 reported
Funded
101.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Mentholatum Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Insurance company general account 5.1%
- Registered investment companies 94.5%
Consultants and advisers
4 firms
- UBS Financial Services Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- John Hancock Life Insurance Co Actuarythrough Dec 31, 2024 Form 5500
- Manulife John Hancock Actuarythrough Dec 31, 2024 Form 5500
- John Hancock 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
$29,343 (2023-12) · $32,616 (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 | 227 | $31.2M | $24.0M | 101.6% | $33.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 230 | $28.6M | $24.0M | 102.7% | $31.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 230 | $36.1M | $23.7M | 109.6% | $28.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock Retirement Plan Svcs codes 11 15 62 64 $48,479 PY2024
- UBS Financial Services codes 27 $31,548 PY2024
- Manulife John Hancock codes 11 PY2024
- John Hancock Retirement Plan Svcs codes 11 15 62 64 $46,517 PY2023
- UBS Financial Services codes 27 $29,343 PY2023
- John Hancock codes 11 PY2023
- John Hancock Retirement Plan Svcs codes 11 15 62 64 $45,814 PY2022
- UBS Financial Services codes 27 $32,616 PY2022
- John Hancock codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedThe Mentholatum Company Pension Plan for Employees Employed in the United States of America funded ratio 109.6% -> 102.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Mentholatum Company Pension Plan for Employees Employed in the United States of America plan assets $36M -> $29M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160709461-002
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.