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

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.

Corporate pensionHartford, CT

Assets

$36.6M

Total assets, Jun 30, 2025 reported

Funded

96.7%

Jul 1, 2024

Private markets target

n/a

policy Jun 30, 2025

Commitments

none on the tape

Plan sponsor: Connecticut Business & Industry Association. Inc.

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Pooled separate accounts 57.6%
Registered investment companies 42.4%

Consultants and advisers

3 firms

Sageview Advisory Consulting Group Investment adviser (plan)through Jun 30, 2023 Form 5500
Prudential Retirement & Annuity Ins Trusteethrough Jun 30, 2023 Form 5500
USI Consulting Group Actuarythrough Jun 30, 2023 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

Prudential Retirement & Annuity Ins25 rows, latest Jun 30, 2025

Commitments

25 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$9.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	International Blend/lazardseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	International Blend/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$491,858 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Intl Bld II Fd (mngd by Mfs)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Core Bond Enhanced Index/pgimseparate account	Prudential Retirement & Annuity Ins	Fixed income	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	International Blend/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Mid Cap Value/integrityseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$349,163 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Mid Growth / Westfield Capitalseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$331,704 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Prudential Short-Termseparate account	Prudential Retirement & Annuity Ins	Cash	$12.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Small Cap Growth/timessquareseparate account	Prudential Retirement & Annuity Ins	Public equity	$353,973 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Small Cap Value/integrityseparate account	Prudential Retirement & Annuity Ins	Public equity	$344,319 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Govt Sec Enhd Index / Pgim Fdseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Core Bond Enhanced Index/pgimseparate account	Prudential Retirement & Annuity Ins	Fixed income	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$11.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	International Blend/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Mid Cap Value/integrityseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$357,990 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Mid Growth / Westfield Capitalseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$390,725 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Prudential Short-Termseparate account	Prudential Retirement & Annuity Ins	Cash	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Small Cap Growth/timessquareseparate account	Prudential Retirement & Annuity Ins	Public equity	$738,880 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Small Cap Value/integrityseparate account	Prudential Retirement & Annuity Ins	Public equity	$711,351 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Govt Sec Enhd Index / Pgim Fdseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	PRU Enhanced Tips Index Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$36.6M Jun 30, 2025 reported Form 5500

$35.8M (2024-06) · $35.1M (2023-06)

Plan assets

$35.8M Jul 1, 2024 reported Form 5500

$35.1M (2023-07) · $34.8M (2022-07)

Net assets

$36.6M Jun 30, 2025 reported Form 5500

$35.8M (2024-06) · $35.1M (2023-06)

Funded ratio

96.7% Jul 1, 2024 reported Form 5500

103.5% (2023-07) · 106.3% (2022-07)

Funding target

$32.3M Jul 1, 2024 reported Form 5500

$32.5M (2023-07) · $32.1M (2022-07)

Discount rate

5.23% Jul 1, 2024 reported Form 5500

5.21% (2023-07) · 5.39% (2022-07)

Participants

135 Jul 1, 2024 reported Form 5500

135 (2023-07) · 139 (2022-07)

Contributions

$0 Jun 30, 2025 reported Form 5500

$0 (2024-06) · $0 (2023-06)

Benefits paid

$1.9M Jun 30, 2025 reported Form 5500

$2.0M (2024-06) · $1.8M (2023-06)

Net investment income

$827,486 Jun 30, 2025 reported Form 5500

$646,516 (2024-06) · $321,558 (2023-06)

Investment management fees

$76,560 Jun 30, 2025 reported Form 5500

$78,929 (2024-06) · $62,372 (2023-06)

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 Jun 30, 2025	135	$35.8M	$32.3M	96.7%	$36.6M	n/a	n/a	n/a
2023 to Jun 30, 2024	135	$35.1M	$32.5M	103.5%	$35.8M	n/a	n/a	n/a
2022 to Jun 30, 2023	139	$34.8M	$32.1M	106.3%	$35.1M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

USI Consulting Group codes 11 $41,200 PY2024
Empower Annuity Insurance Company codes 21 28 $40,517 PY2024
Sageview Advisory Group codes 27 $22,709 PY2024
Govt Sec Enhd Index/pgim Fd Sched. D P $1.9M PY2024
Core Bond Enhanced Index/pgim Sched. D P $9.4M PY2024
Prudential Short-Term Sched. D P $491,858 PY2024
PRU Long Corporate Bond Sched. D P $9.3M PY2024
USI Consulting Group codes 11 PY2024
Empower Annuity Insurance Company codes 21 28 $23,532 PY2023
Sageview Advisory Group codes 27 $22,536 PY2023
Prudential Retirement Insurance codes 21 28 $19,997 PY2023
Prudential Short Term Sched. D P $12.1M PY2023
Core Bond Enhanced Index/pgim Sched. D P $7.2M PY2023
Dryden S&p 500 Index Sched. D P $5.3M PY2023
International Blend/ Wellington Sched. D P $2.2M PY2023
PRU Long Corporate Bond Sched. D P $3.5M PY2023
Mid Cap Value/ Integrity Sched. D P $349,163 PY2023
Mid Growth/ Westfield Capital Sched. D P $331,704 PY2023
Small Cap Growth/ Times Square Sched. D P $353,973 PY2023
Small Cap Value/ Integrity Sched. D P $344,319 PY2023
Govt Sec Enhd Index/pgim Fd Sched. D P $1.8M PY2023
PRU Enhanced Tips Index Fund Sched. D P PY2023
USI Consulting Group codes 11 PY2023
Prudential Retirement Insurance codes 21 28 $40,107 PY2022
Sageview Advisory Group codes 27 $22,265 PY2022
International Blend/ Wellington Sched. D P $1.8M PY2022
PRU Long Corporate Bond Sched. D P $1.4M PY2022
Mid Cap Value/ Integrity Sched. D P $357,990 PY2022
Mid Growth/ Westfield Capital Sched. D P $390,725 PY2022
Prudential Short Term Sched. D P $7.6M PY2022
Govt Sec Enhd Index/pgim Fd Sched. D P $1.7M PY2022
Core Bond Enhanced Index/pgim Sched. D P $4.1M PY2022
Dryden S&p 500 Index Sched. D P $11.4M PY2022
PRU Enhanced Tips Index Fund Sched. D P $1.4M PY2022
Small Cap Growth/ Times Square Sched. D P $738,880 PY2022
Small Cap Value/ Integrity Sched. D P $711,351 PY2022
USI Consulting Group codes 11 PY2022

What changed

13 events

Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Small Cap Value/integrity (Prudential Retirement & Annuity Ins) (last held $344,319 at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding started
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. first reports an interest in International Blend/lazard (Prudential Retirement & Annuity Ins): $2M at 2025-06-30
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Core Bond Enhanced Index/pgim (Prudential Retirement & Annuity Ins) (last held $7M at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Dryden S&p 500 Index (Prudential Retirement & Annuity Ins) (last held $5M at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Small Cap Growth/timessquare (Prudential Retirement & Annuity Ins) (last held $353,973 at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding started
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. first reports an interest in Intl Bld II Fd (mngd by Mfs) (Prudential Retirement & Annuity Ins): $9M at 2025-06-30
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Mid Growth / Westfield Capital (Prudential Retirement & Annuity Ins) (last held $331,704 at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Prudential Short-Term (Prudential Retirement & Annuity Ins) (last held $12M at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Govt Sec Enhd Index / Pgim Fd (Prudential Retirement & Annuity Ins) (last held $2M at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jun 30, 2025Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports Mid Cap Value/integrity (Prudential Retirement & Annuity Ins) (last held $349,163 at 2024-06-30; absent from the 2025-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jul 1, 2024Funded status changed
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. funded ratio 103.5% -> 96.7% (2023-07-01 to 2024-07-01)
askebsa.dol.gov
Jun 30, 2024Holding endedinference
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. no longer reports PRU Enhanced Tips Index Fund (Prudential Retirement & Annuity Ins) (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jul 1, 2023Funded status changed
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. funded ratio 106.3% -> 103.5% (2022-07-01 to 2023-07-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 060439660-002

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.