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
Vorys, Sater, Seymour and Pease LLP Cash Balance Pension Plan
Corporate pensionColumbus, OH
Assets
$34.5M
Total assets, Dec 31, 2024 reported
Funded
112.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Vorys, Sater, Seymour and Pease LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Registered investment companies 98.6%
Consultants and advisers
1 firms
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Cook Street Consulting, Incplan years 2022
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
$32,782 (2023-12) · $31,827 (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 | 206 | $43.8M | $39.1M | 112.2% | $34.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 194 | $35.0M | $31.0M | 113.0% | $43.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 181 | $33.4M | $28.3M | 118.0% | $35.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 17 50 $94,978 PY2024
- Morgan Stanley codes 28 50 51 $33,765 PY2024
- Clark, Schaefer, Hackett, & Co. codes 10 50 $15,000 PY2024
- Schwab Retirement Plan Services codes 50 64 $14,322 PY2024
- USI Consulting Group codes 11 PY2024
- USI Consulting Group codes 11 17 50 $134,137 PY2023
- Cook Street Consulting, Inc codes 28 50 51 $32,782 PY2023
- Schwab Retirement Plan Services codes 50 64 $11,976 PY2023
- Winkel Green & van Horn LLP codes 10 50 $6,300 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 17 50 $80,520 PY2022
- Cook Street Consulting, Inc codes 28 50 51 $31,827 PY2022
- Schwab Retirement Plan Services codes 50 64 $11,039 PY2022
- Winkel Green & van Horn LLP codes 10 50 $6,000 PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedVorys, Sater, Seymour and Pease LLP Cash Balance Pension Plan total assets $44M -> $35M (-21.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedVorys, Sater, Seymour and Pease LLP Cash Balance Pension Plan plan assets $35M -> $44M (+25.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedVorys, Sater, Seymour and Pease LLP Cash Balance Pension Plan total assets $35M -> $44M (+25.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedVorys, Sater, Seymour and Pease LLP Cash Balance Pension Plan funded ratio 118.0% -> 113.0% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 314333125-005
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.