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
Bankers Pension Plan and Trust, 1975
Corporate pensionOmaha, NE
Assets
$257,017
Total assets, Dec 31, 2024 reported
Funded
108.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Lauritzen Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 61.9%
- Registered investment companies 37.9%
Consultants and advisers
3 firms
- Aon ActuaryGeneral consultantthrough Dec 31, 2023 Form 5500
- First National Bank of Omaha Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough 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
28 readings
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 Dec 31, 2024 | 352 | n/a | n/a | n/a | $257,017 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 356 | $26.3M | $26.2M | 108.6% | $26.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 364 | $34.4M | $26.0M | 123.5% | $26.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 16 28 50 $742,261 PY2024
- AON Consulting codes 11 16 28 50 $312,688 PY2023
- AON Consulting, Inc. codes 11 PY2023
- First National Bank of Omaha codes 21 50 60 63 $125,013 PY2022
- AON Consulting codes 16 50 $86,459 PY2022
- Deloitte Tax LLP codes 10 50 $9,085 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedBankers Pension Plan and Trust, 1975 total assets $27M -> $257,017 (-99.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedBankers Pension Plan and Trust, 1975 funded ratio 123.5% -> 108.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBankers Pension Plan and Trust, 1975 plan assets $34M -> $26M (-23.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 470444651-333
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.