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
New England Federal Credit Union Defined Benefit Plan and Trust
Corporate pensionWilliston, VT
Assets
n/a
Total assets, Dec 4, 2023 reported
Funded
103.7%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
2
none on the tape
Plan sponsor: New England Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 3.6%
- Registered investment companies 96.4%
Consultants and advisers
2 firms
- HUB Retirement and Wealth Manag Actuarythrough Dec 31, 2022 Form 5500
- HUB International Actuarythrough Dec 31, 2022 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
- Principal2 rows, latest Dec 31, 2022
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Prin Midcap Sep Acct-Zseparate account | Principal | Pooled vehicles | $859,918 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $103,912 held | Disclosed holding | askebsa.dol.gov |
Size and funding
15 readings
Plan assets
Funded ratio
Funding target
Discount rate
Contributions
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 4, 2023 | 104 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 104 | $32.7M | $16.5M | 103.7% | $26.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- RPW Solutions LLC codes 11 50 $66,000 PY2023
- Principal Life Insurance Company codes 13 50 64 $58,706 PY2023
- Global Retirement Partners LLC codes 33 99 PY2023
- Principal Midcap Sep Acct-Z Sched. D P PY2023
- Prin Liquid Sep Acct-Z Sched. D P PY2023
- Principal Life Insurance Company codes 13 50 64 $85,000 PY2022
- HUB Retirement & Wealth codes 11 50 $21,250 PY2022
- Commonwealth Financial Network codes 33 99 PY2022
- Global Retirement Partners LLC codes 33 99 PY2022
- Principal Midcap Sep Acct-Z Sched. D P $859,918 PY2022
- Prin Liquid Sep Acct-Z Sched. D P $103,912 PY2022
- HUB International codes 11 PY2022
What changed
1 events
- Dec 4, 2023Assets changedNew England Federal Credit Union Defined Benefit Plan and Trust total assets $26M -> $0 (-100.0%, 2022-12-31 to 2023-12-04)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030213411-001
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.