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
CNG Pension Plan
Corporate pensionOrange, CT
Assets
$163M
Total assets, Dec 31, 2024 reported
Funded
84.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Connecticut Natural Gas Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 93.9%
Consultants and advisers
4 firms
- PWC US Tax LLP Actuarythrough Dec 31, 2023 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Granahan Investment Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- Segall Bryant & Hamill LLCplan years 2023
- Mercerplan years 2023
- Nepc, LLCplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
- Blackrock Institutional Trust Co,naplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- UBS Asset Managementplan 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
32 readings
Investment management fees
$197,875 (2023-12) · $63,480 (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 | 705 | $160M | $202M | 84.3% | $163M | n/a | $153M | n/a |
| 2023 to Dec 31, 2023 | 751 | $155M | $204M | 82.7% | $163M | n/a | $159M | n/a |
| 2022 to Dec 31, 2022 | 365 | $120M | $106M | 107.7% | $158M | n/a | $158M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pricewaterhousecoopers LLP codes 11 $51,451 PY2024
- Mercer Investments codes 28 $45,515 PY2024
- Northern Trust Company codes 19 25 $43,558 PY2024
- Pacific Investment Management Co. codes 28 $41,158 PY2024
- Nisa codes 28 $40,029 PY2024
- Bonadio & Co., LLP codes 10 $27,984 PY2024
- Granahan Investment codes 19 $27,511 PY2024
- Segall Bryant & Hamill Inv. Counsel codes 28 $26,887 PY2024
- Blackrock codes 28 $23,658 PY2024
- UBS Global Asset Management codes 28 $22,651 PY2024
- Avangrid, Inc. Db Master Trust Sched. D M $153M PY2024
- PWC US Tax LLP codes 11 PY2024
- Pricewaterhousecoopers LLP codes 11 $108,297 PY2023
- Bonadio & Co., LLP codes 10 $36,757 PY2023
- Pacific Investment Management Co. codes 28 $36,432 PY2023
- Northern Trust Company codes 19 25 $35,115 PY2023
- Nisa codes 28 $33,831 PY2023
- Segall Bryant & Hamill Inv. Counsel codes 28 $31,684 PY2023
- Mercer Investments codes 28 $30,041 PY2023
- Blackrock codes 28 $28,890 PY2023
- Granahan Investment codes 19 $19,818 PY2023
- UBS Global Asset Management codes 28 $17,798 PY2023
- Nepc, LLC codes 28 $5,316 PY2023
- Avangrid, Inc. Db Master Trust Sched. D M $159M PY2023
- PWC US Tax LLP codes 11 PY2023
- Pricewaterhousecoopers LLP codes 11 $44,668 PY2022
- Pacific Investment Management Co. codes 28 $22,402 PY2022
- Northern Trust Company codes 19 25 $22,301 PY2022
- Nisa codes 28 $22,064 PY2022
- Blackrock codes 28 $17,118 PY2022
- Bonadio & Co., LLP codes 10 $15,737 PY2022
- Granahan Investment codes 19 $14,433 PY2022
- UBS Global Asset Management codes 28 $10,160 PY2022
- Nepc, LLC codes 28 $6,608 PY2022
- Avangrid, Inc. Db Master Trust Sched. D M $158M PY2022
- Pricewaterhousecoopers LLP codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceNepc, LLC no longer appears on CNG Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nepc, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedMercer Investments appears on CNG Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSegall Bryant & Hamill Inv. Counsel appears on CNG Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedCNG Pension Plan funded ratio 107.7% -> 82.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCNG Pension Plan plan assets $120M -> $155M (+28.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060383860-002
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.