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

M•••••••• P•••• M••••• I••• R••••••••• P•••

Corporate pensionBennington, NH

Assets

$24.3M

Total assets, Dec 31, 2024 reported

Funded

97.3%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: M•••••••• P•••• M••••• I•••

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Pooled separate accounts 99.5%

Consultants and advisers

2 firms

B••• o• N•• H•••••••• W••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
P•••••••• F•••••••• G•••• Actuarythrough 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

P••••••••29 rows, latest Dec 31, 2024

Commitments

29 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	P••• G••• E•••• M•••••• S•••separate account	P••••••••	Pooled vehicles	$379,745 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••• L••• S•• 5•• I•••• S•••separate account	P••••••••	Pooled vehicles	$10.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••• S•••• S•• 6•• I•••• S•••separate account	P••••••••	Pooled vehicles	$492,317 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••• M••••• S•• 4•• I•• S•••separate account	P••••••••	Pooled vehicles	$997,156 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••• L•• L••• D••••••• S•••separate account	P••••••••	Fixed income	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••• I••• E••••• I•••• S•••separate account	P••••••••	Public equity	$339,362 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••• L•• S•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$324,089 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••• L•• I•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••• L•• E•• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$538,924 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• L••• S•• 5•• I•••• S•••separate account	P••••••••	Pooled vehicles	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• S•••• S•• 6•• I•••• S•••separate account	P••••••••	Pooled vehicles	$675,067 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• M••••• S•• 4•• I•• S•••separate account	P••••••••	Pooled vehicles	$661,180 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• L•• L••• D••••••• S•••separate account	P••••••••	Fixed income	$4.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• E••••• I••••• S•••separate account	P••••••••	Fixed income	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• I••• E••••• I•••• S•••separate account	P••••••••	Public equity	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• L•• S•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$30,604 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• L•• I•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$4.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• L•• E•• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$507,729 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••• O•• E•• M••• S•• A•••••separate account	P••••••••	Pooled vehicles	$884,225 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L••• S•• 5•• I•••• S•••separate account	P••••••••	Pooled vehicles	$6.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• S•••• S•• 6•• I•••• S•••separate account	P••••••••	Pooled vehicles	$623,630 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• M••••• S•• 4•• I•• S•••separate account	P••••••••	Pooled vehicles	$640,435 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L•• L••• D••••••• S•••separate account	P••••••••	Fixed income	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• E••••• I••••• S•••separate account	P••••••••	Fixed income	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• I••• E••••• I•••• S•••separate account	P••••••••	Public equity	$963,164 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L•• S•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$489,486 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L•• I•••• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• L•• E•• D•• S•• A•••••separate account	P••••••••	Pooled vehicles	$867,655 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••• O•• E•• M••• S•• A•••••separate account	P••••••••	Pooled vehicles	$839,879 held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$24.3M Dec 31, 2024 reported Form 5500

$23.6M (2023-12) · $21.5M (2022-12)

Plan assets

$23.5M Jan 1, 2024 reported Form 5500

$21.5M (2023-01) · $28.7M (2022-01)

Net assets

$24.3M Dec 31, 2024 reported Form 5500

$23.6M (2023-12) · $21.5M (2022-12)

Funded ratio

97.3% Jan 1, 2024 reported Form 5500

95.9% (2023-01) · 112.5% (2022-01)

Funding target

$23.9M Jan 1, 2024 reported Form 5500

$23.3M (2023-01) · $22.2M (2022-01)

Discount rate

5.09% Jan 1, 2024 reported Form 5500

5.21% (2023-01) · 5.39% (2022-01)

Participants

192 Jan 1, 2024 reported Form 5500

195 (2023-01) · 182 (2022-01)

Contributions

$252,186 Dec 31, 2024 reported Form 5500

$547,560 (2023-12) · $0 (2022-12)

Benefits paid

$1.6M Dec 31, 2024 reported Form 5500

$1.4M (2023-12) · $1.3M (2022-12)

Net investment income

$769,673 Dec 31, 2024 reported Form 5500

$2.0M (2023-12) · $-7.2M (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	192	$23.5M	$23.9M	97.3%	$24.3M	n/a	n/a	n/a
2023 to Dec 31, 2023	195	$21.5M	$23.3M	95.9%	$23.6M	n/a	n/a	n/a
2022 to Dec 31, 2022	182	$28.7M	$22.2M	112.5%	$21.5M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

P•••••••• Life Insurance Company codes 13 50 64 $78,459 PY2024
B••• o• N•• H•••••••• W••••• codes 27 99 PY2024
P••• L••• S•• 5•• I•••• S••• Sched. D P $10.5M PY2024
P••• S•••• S•• 6•• I•••• S••• Sched. D P $492,317 PY2024
P••• M••••• S•• 4•• I•• S••• Sched. D P $997,156 PY2024
P••• L•• L••• D••••••• S••• Sched. D P $6.1M PY2024
P••• E••••• I••••• S••• Sched. D P PY2024
P••• G••• E•••• M•••••• S••• Sched. D P $379,745 PY2024
P••• L•• I•••• D•• S•• A••••• Sched. D P $4.5M PY2024
P••• L•• E•• D•• S•• A••••• Sched. D P $538,924 PY2024
P••• O•• E•• M••• S•• A••••• Sched. D P PY2024
P••• I••• E••••• I•••• S••• Sched. D P $339,362 PY2024
P••• L•• S•••• D•• S•• A••••• Sched. D P $324,089 PY2024
P•••••••• F•••••••• G•••• codes 11 PY2024
P•••••••• Life Insurance Company codes 13 50 64 $84,850 PY2023
B••• o• N•• H•••••••• W••••• codes 27 99 PY2023
P••• L•• E•• D•• S•• A••••• Sched. D P $507,729 PY2023
P••• L••• S•• 5•• I•••• S••• Sched. D P $7.2M PY2023
P••• S•••• S•• 6•• I•••• S••• Sched. D P $675,067 PY2023
P••• M••••• S•• 4•• I•• S••• Sched. D P $661,180 PY2023
P••• L•• L••• D••••••• S••• Sched. D P $4.8M PY2023
P••• E••••• I••••• S••• Sched. D P $2.6M PY2023
P••• I••• E••••• I•••• S••• Sched. D P $1.0M PY2023
P••• L•• S•••• D•• S•• A••••• Sched. D P $30,604 PY2023
P••• L•• I•••• D•• S•• A••••• Sched. D P $4.6M PY2023
P••• O•• E•• M••• S•• A••••• Sched. D P $884,225 PY2023
P•••••••• F•••••••• G•••• codes 11 PY2023
P•••••••• Life Insurance Company codes 13 50 64 $78,025 PY2022
B••• o• N•• H•••••••• W••••• codes 27 99 PY2022
P••• M••••• S•• 4•• I•• S••• Sched. D P $640,435 PY2022
P••• O•• E•• M••• S•• A••••• Sched. D P $839,879 PY2022
P••• E••••• I••••• S••• Sched. D P $2.6M PY2022
P••• I••• E••••• I•••• S••• Sched. D P $963,164 PY2022
P••• L•• S•••• D•• S•• A••••• Sched. D P $489,486 PY2022
P••• L•• I•••• D•• S•• A••••• Sched. D P $3.8M PY2022
P••• L•• E•• D•• S•• A••••• Sched. D P $867,655 PY2022
P••• Blue Chip S••• Sched. D P PY2022
P••• L•• L••• D••••••• S••• Sched. D P $4.1M PY2022
P••• L••• S•• 5•• I•••• S••• Sched. D P $6.6M PY2022
P••• S•••• S•• 6•• I•••• S••• Sched. D P $623,630 PY2022
P•••••••• F•••••••• G•••• codes 11 PY2022

What changed

5 events

Dec 31, 2024Holding endedinference
M•••••••• P•••• M••••• I••• R••••••••• P••• no longer reports P••• O•• E•• M••• S•• A••••• (P••••••••) (last held $884,225 at 2023-12-31; absent from the 2024-12-31 filing)
with P••••••••askebsa.dol.gov
Dec 31, 2024Holding started
M•••••••• P•••• M••••• I••• R••••••••• P••• first reports an interest in P••• G••• E•••• M•••••• S••• (P••••••••): $379,745 at 2024-12-31
with P••••••••askebsa.dol.gov
Dec 31, 2024Holding endedinference
M•••••••• P•••• M••••• I••• R••••••••• P••• no longer reports P••• E••••• I••••• S••• (P••••••••) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with P••••••••askebsa.dol.gov
Jan 1, 2023Funded status changed
M•••••••• P•••• M••••• I••• R••••••••• P••• funded ratio 112.5% -> 95.9% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
M•••••••• P•••• M••••• I••• R••••••••• P••• plan assets $29M -> $22M (-24.9%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 020215853-003

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.