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 Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc.
Corporate pensionWellesley Hills, MA
Assets
$23.0M
Total assets, Dec 31, 2024 reported
Funded
101.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: American Biltrite Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 99.9%
Consultants and advisers
3 firms
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2022 Form 5500
- SEI Investments Company Custodianthrough 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
- SEI Investment Company3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- SEI Investment Management Coplan years 2022
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 Dec 31, 2024 | American Biltrite Inc. Cctcollective trust | SEI Investment Company | Pooled vehicles | $23.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | American Biltrite Inc. Cctcollective trust | SEI Investment Company | Pooled vehicles | $21.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | American Biltrite Inc. Cctcollective trust | SEI Investment Company | Pooled vehicles | $19.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$68,753 (2023-12) · $70,985 (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 | 190 | $21.8M | $22.0M | 101.3% | $23.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 196 | $19.6M | $22.1M | 97.9% | $21.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 199 | $25.3M | $21.5M | 109.7% | $19.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sei codes 51 $74,997 PY2024
- Sei codes 19 49 $6,761 PY2024
- American Biltrite Inc. Cct Sched. D C $23.0M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Sei codes 51 $68,753 PY2023
- Sei codes 19 49 $6,112 PY2023
- American Biltrite Inc. Cct Sched. D C $21.8M PY2023
- Agilis codes 11 PY2023
- Sei codes 51 $70,985 PY2022
- Sei codes 19 49 $6,405 PY2022
- American Biltrite Inc. Cct Sched. D C $19.6M PY2022
- Agilis codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedThe Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc. funded ratio 97.9% -> 101.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc. plan assets $20M -> $22M (+11.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc. total assets $20M -> $22M (+11.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc. funded ratio 109.7% -> 97.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc. plan assets $25M -> $20M (-22.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041701350-016
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.