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
United Refining Company Pension Plan for Hourly Employees
Corporate pensionWarren, PA
Assets
$39.2M
Total assets, Dec 31, 2023 reported
Funded
106.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: United Refining Company
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 99.7%
Consultants and advisers
7 firms
- Comperio Retirement Consulting Pension consultantthrough Dec 31, 2023 Form 5500
- Columbia Advisory Group Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mfs Investment adviser (plan)through Dec 31, 2022 Form 5500
- Tygh Capital Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 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
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 312 | $38.6M | $39.9M | 106.4% | $39.2M | n/a | $0 | $0 |
| 2022 to Dec 31, 2022 | 325 | $48.7M | $40.8M | 109.9% | $38.6M | n/a | $5.3M | $363,115 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 11 50 $85,247 PY2023
- Bank of America codes 21 27 50 $58,740 PY2023
- Comperio Retirement Consulting codes 17 50 $9,375 PY2023
- Columbia Advisory Group codes 27 51 $7,617 PY2023
- Mfs codes 27 51 $6,889 PY2023
- Tygh Capital Management codes 27 51 $5,294 PY2023
- United Refining Company Combined PE Sched. D M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Bank of America codes 21 27 $70,113 PY2022
- Willis Towers Watson codes 11 $49,319 PY2022
- Columbia Advisory Group codes 27 $11,151 PY2022
- Mfs codes 27 $10,153 PY2022
- Tygh Capital Management codes 27 $7,438 PY2022
- Lvbw LLP codes 10 $6,000 PY2022
- United Refining Company Combined PE Sched. D M $5.3M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceComperio Retirement Consulting appears on United Refining Company Pension Plan for Hourly Employees's Schedule C as pension consultant (plan year 2023 vs 2022)with Comperio Retirement Consultingaskebsa.dol.gov
- Jan 1, 2023Funded status changedUnited Refining Company Pension Plan for Hourly Employees funded ratio 109.9% -> 106.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUnited Refining Company Pension Plan for Hourly Employees plan assets $49M -> $39M (-20.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251411751-001
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.