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
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees
Corporate pensionYellow Springs, OH
Assets
$3.4M
Total assets, Mar 31, 2025 reported
Funded
125.6%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Morris Bean & Company
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Registered investment companies 97.9%
Consultants and advisers
2 firms
- U.S. Bank, N.A. Trusteethrough Mar 31, 2023 Form 5500
- Jhbenefits Ltd Actuarythrough Mar 31, 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
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
Net investment income
$179,449 (2024-03) · $-537,255 (2023-03)
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 Mar 31, 2025 | 168 | $3.5M | $2.8M | 125.7% | $3.4M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 163 | $3.3M | $2.8M | 115.2% | $3.5M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 170 | $3.8M | $2.9M | 131.5% | $3.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Clark, Schaefer, Hackett & Co codes 10 50 $13,000 PY2024
- US Bank codes 21 50 $9,629 PY2024
- Jhbenefits Ltd codes 11 17 49 50 $8,042 PY2024
- Jhbenefits Ltd codes 11 PY2024
- Clark, Schaefer, Hackett & Co codes 10 50 $10,000 PY2023
- US Bank codes 21 50 $9,510 PY2023
- Jhbenefits Ltd codes 11 17 49 50 $5,925 PY2023
- Jhbenefits Ltd codes 11 PY2023
- Clark, Schaefer, Hackett & Co codes 10 50 $11,750 PY2022
- US Bank codes 21 50 $9,692 PY2022
- Jhbenefits Ltd codes 11 17 49 50 $8,206 PY2022
- Jhbenefits Ltd codes 11 PY2022
What changed
3 events
- Apr 1, 2024Funded status changedMorris Bean & Company Ret Plan for Hourly Bargaining Unit Employees funded ratio 115.1% -> 125.6% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedMorris Bean & Company Ret Plan for Hourly Bargaining Unit Employees funded ratio 131.5% -> 115.1% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedMorris Bean & Company Ret Plan for Hourly Bargaining Unit Employees plan assets $4M -> $3M (-14.1%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310510640-004
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.