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
Elwyn, Inc. Retirement Plan
Corporate pensionElwyn, PA
Assets
$43.0M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Elwyn
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Corporate debt instruments (other) 12.7%
- U.S. Government securities 15.4%
- Other investments 1.0%
- Registered investment companies 60.6%
Consultants and advisers
3 firms
- Brown & Brown Ins. Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2022 Form 5500
- Brown & Brown Consulting Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Mill Creek Capital Advisors, LLCplan years 2022
- Brinker Capital, Inc.plan 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
$225,480 (2023-12) · $276,834 (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 | 2,495 | $44.5M | $53.4M | 80.0% | $43.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,681 | $47.1M | $54.6M | 81.4% | $44.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,886 | $65.0M | $55.8M | 97.4% | $47.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mill Creek Capital Advisors, LLC codes 51 $152,846 PY2024
- Brinker Capital Inc. codes 51 $54,647 PY2024
- Brown & Brown Ins. Services, Inc codes 11 PY2024
- Mill Creek Capital Advisors, LLC codes 51 $165,390 PY2023
- Brinker Capital Inc. codes 51 $60,090 PY2023
- Brown & Brown Consulting codes 11 PY2023
- Mill Creek Capital Advisors, LLC codes 51 $202,596 PY2022
- Brinker Capital Inc. codes 51 $74,238 PY2022
- Matrix Trust Company codes 21 50 $39,308 PY2022
- Brown & Brown Consulting codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedElwyn, Inc. Retirement Plan funded ratio 97.4% -> 81.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedElwyn, Inc. Retirement Plan plan assets $65M -> $47M (-27.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231352117-001
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.