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
Whitehall Company Ltd. Pension Trust
Corporate pensionMansfield, MA
Assets
n/a
Total assets, Jan 31, 2025 reported
Funded
92.9%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2024
Commitments
0
none on the tape
Plan sponsor: Morris Holdings LLC
Allocation policy
Form 5500, as of Jan 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 65.2%
- Registered investment companies 34.7%
Consultants and advisers
3 firms
- Dietrich Annuity General consultantthrough Jan 31, 2025 Form 5500
- Brown Brothers Harriman Trusteethrough Jan 31, 2023 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Jan 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
33 readings
Investment management fees
$65,804 (2024-01) · $72,861 (2023-01)
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 Jan 31, 2025 | 180 | $11.3M | $12.0M | 92.9% | $0 | n/a | n/a | n/a |
| 2023 to Jan 31, 2024 | 184 | $11.7M | $12.9M | 88.8% | $11.3M | n/a | n/a | n/a |
| 2022 to Jan 31, 2023 | 187 | $13.5M | $13.0M | 102.0% | $11.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Dietrich Annuity codes 16 $30,000 PY2024
- Brown Brothers Harriman codes 21 $22,730 PY2024
- The Angell Pension Group, Inc. codes 11 $13,095 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- Brown Brothers Harriman codes 21 $65,804 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Brown Brothers Harriman codes 21 $72,363 PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
5 events
- Jan 31, 2025Assets changedWhitehall Company Ltd. Pension Trust total assets $11M -> $0 (-100.0%, 2024-01-31 to 2025-01-31)
- Dec 31, 2024Consultant changedinferenceDietrich Annuity appears on Whitehall Company Ltd. Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Dietrich Annuityaskebsa.dol.gov
- Feb 1, 2024Funded status changedWhitehall Company Ltd. Pension Trust funded ratio 88.8% -> 92.9% (2023-02-01 to 2024-02-01)
- Feb 1, 2023Funded status changedWhitehall Company Ltd. Pension Trust funded ratio 102.0% -> 88.8% (2022-02-01 to 2023-02-01)
- Feb 1, 2023Assets changedWhitehall Company Ltd. Pension Trust plan assets $13M -> $12M (-13.3%, 2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 010627727-001
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.