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

American Railcar Industries, Inc. Ees Retirement Plan of Shippers Car Line Div Bude, Ms

Corporate pensionST. Charles, MO
Assets
n/a
Total assets, Apr 30, 2024 reported
Funded
104.9%
May 1, 2023
Private markets target
n/a
policy Apr 30, 2023
Commitments
0
none on the tape
Plan sponsor: American Industrial Transport, Inc.
Allocation policy
Form 5500, as of Apr 30, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.3%
  • U.S. Government securities 6.3%
  • Other investments 31.0%
  • Registered investment companies 37.4%
  • Common stock 19.1%
Consultants and advisers
2 firms
  • Columbia Actuarythrough Apr 30, 2023 Form 5500
  • Mercer TrusteeActuarythrough Apr 30, 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
22 readings
Total assets
$0 Apr 30, 2024 reported Form 5500
$6.7M (2023-04)
Plan assets
$6.7M May 1, 2023 reported Form 5500
$7.1M (2022-05)
Net assets
$0 Apr 30, 2024 reported Form 5500
$6.7M (2023-04)
Funded ratio
104.9% May 1, 2023 reported Form 5500
103.5% (2022-05)
Funding target
$6.8M May 1, 2023 reported Form 5500
$6.8M (2022-05)
Discount rate
5.21% May 1, 2023 reported Form 5500
5.38% (2022-05)
Participants
143 May 1, 2023 reported Form 5500
145 (2022-05)
Contributions
$0 Apr 30, 2024 reported Form 5500
$0 (2023-04)
Benefits paid
$322,966 Apr 30, 2024 reported Form 5500
$306,439 (2023-04)
Net investment income
$215,778 Apr 30, 2024 reported Form 5500
$-348,140 (2023-04)
Investment management fees
$0 Apr 30, 2024 reported Form 5500
$7,300 (2023-04)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Apr 30, 2024143$6.7M$6.8M104.9%$0$0$0$0
2022 to Apr 30, 2023145$7.1M$6.8M103.5%$6.7M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer codes 14 21 $69,980 PY2023
  • Armanino codes 10 $11,156 PY2023
  • Mercer codes 11 PY2023
  • Mercer codes 14 21 $30,835 PY2022
  • Columbia codes 11 14 $2,131 PY2022
  • Mercer codes 11 PY2022
What changed
1 events
  • Apr 30, 2024Assets changed
    American Railcar Industries, Inc. Ees Retirement Plan of Shippers Car Line Div Bude, Ms total assets $7M -> $0 (-100.0%, 2023-04-30 to 2024-04-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 850855127-014
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.