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.
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Corporate pension
A••••• C••••••••• S•••••••• P•••••• P••• f•• C•••••• U•••• R••••••••• E••••••••
Corporate pensionTulsa, OK
Assets
$11.8M
Total assets, Dec 31, 2024 reported
Funded
106.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A••••• C••••••••• S••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Registered investment companies 97.4%
Consultants and advisers
4 firms
- C••••••••• I••••••••• A•••••••• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- R••••• J•••• F•••••••• S••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- B••• o• O••••••• Trusteethrough Dec 31, 2022 Form 5500
- T•• A••••• P•••••• G••••• I••• 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
$7,500 (2023-12) · $10,000 (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 | 216 | $11.5M | $10.8M | 106.2% | $11.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 218 | $10.6M | $11.1M | 95.7% | $11.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 218 | $13.6M | $11.1M | 122.9% | $10.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Concurrent Investment Advisors, LLC codes 27 28 $10,000 PY2024
- Baker Tilly US, LLP codes 10 $9,450 PY2024
- Bank of Oklahoma codes 21 $7,286 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- Bank of Oklahoma codes 21 $10,391 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Baker Tilly US, LLP codes 10 $16,167 PY2022
- The Angell Pension Group, Inc. codes 11 $13,894 PY2022
- Bank of Oklahoma codes 21 $11,184 PY2022
- Raymon James Financial Services codes 27 $10,000 PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedConcurrent Investment Advisors, LLC appears on Altura Communication Solutions Pension Plan for Certain Union Represented Employees's Schedule C as investment manager (plan year 2024 vs 2023)with C••••••••• I••••••••• A•••••••• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedAltura Communication Solutions Pension Plan for Certain Union Represented Employees funded ratio 95.7% -> 106.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceRaymon James Financial Services no longer appears on Altura Communication Solutions Pension Plan for Certain Union Represented Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with R••••• J•••• F•••••••• S•••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedAltura Communication Solutions Pension Plan for Certain Union Represented Employees funded ratio 122.9% -> 95.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAltura Communication Solutions Pension Plan for Certain Union Represented Employees plan assets $14M -> $11M (-22.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 330988967-002
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.