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

Primus Pipe & Tube, Inc. Wage Retirement Plan

Corporate pensionWildwood, FL
Assets
$5.3M
Total assets, Dec 31, 2023 reported
Funded
85.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
19
none on the tape
Plan sponsor: Primus Pipe & Tube, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
1 firms
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
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$460,111 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$293,042 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$28,475 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$71,896 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$133,224 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$84,315 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$62,951 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$515,153 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$298,966 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$30,736 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$80,768 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$132,153 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$754,598 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$107,826 heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$5.3M Dec 31, 2023 reported Form 5500
$5.8M (2022-12)
Plan assets
$5.8M Jan 1, 2023 reported Form 5500
$8.3M (2022-01)
Net assets
$5.3M Dec 31, 2023 reported Form 5500
$5.8M (2022-12)
Funded ratio
85.3% Jan 1, 2023 reported Form 5500
96.7% (2022-01)
Funding target
$6.8M Jan 1, 2023 reported Form 5500
$7.0M (2022-01)
Discount rate
5.29% Jan 1, 2023 reported Form 5500
5.46% (2022-01)
Participants
103 Jan 1, 2023 reported Form 5500
107 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$874,188 Dec 31, 2023 reported Form 5500
$694,882 (2022-12)
Net investment income
$-468,664 Dec 31, 2023 reported Form 5500
$-2.5M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023103$5.8M$6.8M85.3%$5.3Mn/an/an/a
2022 to Dec 31, 2022107$8.3M$7.0M96.7%$5.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $86,268 PY2023
  • Prin Intl Smallcap Sep Acct-Z Sched. D P PY2023
  • Principal U.S. Property Sa-Z Sched. D P $460,111 PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $293,042 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.1M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $28,475 PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $71,896 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $2.0M PY2023
  • Principal Overseas Sep Acct-Z Sched. D P $133,224 PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.2M PY2023
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $84,315 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $72,993 PY2022
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $107,826 PY2022
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $62,951 PY2022
  • Principal U.S. Property Sa-Z Sched. D P $515,153 PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $298,966 PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.3M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $30,736 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $80,768 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $2.6M PY2022
  • Principal Overseas Sep Acct-Z Sched. D P $132,153 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $754,598 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
3 events
  • Dec 31, 2023Holding endedinference
    Primus Pipe & Tube, Inc. Wage Retirement Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $62,951 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Primus Pipe & Tube, Inc. Wage Retirement Plan funded ratio 96.7% -> 85.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Primus Pipe & Tube, Inc. Wage Retirement Plan plan assets $8M -> $6M (-30.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223052092-102
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.