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
Southern Towing Company Pension Plan
Corporate pensionSulphur, LA
Assets
$1.5M
Total assets, Oct 31, 2024 reported
Funded
112.3%
Nov 1, 2022
Private markets target
n/a
policy Oct 31, 2024
Commitments
0
none on the tape
Plan sponsor: Southern Towing Company
Allocation policy
Form 5500, as of Oct 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 98.3%
- U.S. Government securities 0.8%
Consultants and advisers
4 firms
- Advisor Investment adviser (plan)through Oct 31, 2023 Form 5500
- Mercer Actuarythrough Oct 31, 2023 Form 5500
- Matrix Trust Company Trusteethrough Oct 31, 2023 Form 5500
- Mercer (US) LLC Actuarythrough Oct 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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Oct 31, 2024 | 124 | n/a | n/a | n/a | $1.5M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 193 | $16.0M | $14.3M | 112.3% | $11.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 50 $180,943 PY2023
- Matrix Trust codes 21 50 $10,601 PY2023
- Mercer codes 11 50 $586,148 PY2022
- Advisor codes 27 51 $199,020 PY2022
- Pricewaterhousecoopers LLP codes 10 50 $118,730 PY2022
- Matrix Trust codes 21 50 $16,606 PY2022
- Mercer US LLC codes 11 PY2022
What changed
2 events
- Oct 31, 2024Assets changedSouthern Towing Company Pension Plan total assets $11M -> $2M (-86.3%, 2023-10-31 to 2024-10-31)
- Dec 31, 2023Consultant changedinferenceAdvisor no longer appears on Southern Towing Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Advisoraskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 620646123-001
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.