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
Retirement Plan for Employees of the O'Connell Companies, Inc.
Corporate pensionHolyoke, MA
Assets
$60.4M
Total assets, Dec 31, 2024 reported
Funded
100.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: The Oconnell Companies, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 2.3%
- Pooled separate accounts 0.9%
- Registered investment companies 96.8%
Consultants and advisers
2 firms
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Segal 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
- Aetna Life Insurance Company3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Fiducient Advisors LLCplan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $536,779 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $498,350 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $464,106 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$41,469 (2023-12) · $31,706 (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 | 400 | $61.1M | $60.1M | 100.7% | $60.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 411 | $57.6M | $57.2M | 100.8% | $61.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 425 | $73.0M | $53.5M | 115.9% | $57.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Segal codes 11 15 17 50 $51,700 PY2024
- Fiducient Advisors LLC codes 28 51 $34,272 PY2024
- Meyers Brothers Kalicka codes 10 50 $12,900 PY2024
- Separate Account 174 Sched. D P $536,779 PY2024
- Segal codes 11 PY2024
- Segal codes 11 15 17 50 $55,500 PY2023
- Fiducient Advisors LLC codes 28 51 $41,469 PY2023
- Meyers Brothers Kalicka codes 10 50 $12,500 PY2023
- Separate Account 174 Sched. D P $498,350 PY2023
- Segal codes 11 PY2023
- Segal codes 11 15 17 50 $53,200 PY2022
- Fiducient Advisors LLC codes 28 51 $31,706 PY2022
- Meyers Brothers Kalicka codes 10 50 $12,000 PY2022
- Separate Account 174 Sched. D P $464,106 PY2022
- Segal codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedRetirement Plan for Employees of the O'Connell Companies, Inc. funded ratio 115.9% -> 100.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of the O'Connell Companies, Inc. plan assets $73M -> $58M (-21.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042669288-017
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.