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.
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Corporate pension
B•• R••••••••• P••• f•• B•••••••• E••••••••
Corporate pensionSeattle, WA
Assets
$105M
Total assets, Dec 31, 2024 reported
Funded
103.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T•• B••••• C•• a•• C••••••••• S•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- P•••••• R•••••••• B•••••• General consultantthrough Dec 31, 2022 Form 5500
- C••••••• H• S••••••• L•• General consultantthrough Dec 31, 2022 Form 5500
- F••••••• I••••••••• A•••• M••• T• General consultantthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- T•• B••••• C•• a•• C••••••••• S•••••••••plan years 2022
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
31 readings
Investment management fees
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 | 1,105 | $115M | $96.1M | 103.6% | $105M | n/a | $105M | n/a |
| 2023 to Dec 31, 2023 | 1,160 | $122M | $108M | 100.1% | $115M | n/a | $115M | n/a |
| 2022 to Dec 31, 2022 | 1,339 | $182M | $132M | 108.1% | $122M | n/a | $122M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 16 17 70 $195,651 PY2024
- F••••••• Inv Inst'l Op Co, LLC codes 13 15 49 61 $44,873 PY2024
- Deloitte & Touche LLP codes 10 $38,276 PY2024
- The B••••• Co and C••••••••• Subs codes 10 14 28 $16,842 PY2024
- Foley & Lardner LLP codes 29 $13,636 PY2024
- Tbcerp Master Trust Sched. D M $105M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 17 $124,118 PY2023
- Foley & Lardner LLP codes 29 $42,828 PY2023
- F••••••• Inv Inst'l Op Co, LLC codes 15 16 17 50 $37,950 PY2023
- Deloitte & Touche LLP codes 10 $37,672 PY2023
- Tbcerp Master Trust Sched. D M $115M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Herronpalmer codes 16 $162,376 PY2022
- W••••• T••••• W••••• U• L•• codes 11 16 17 50 70 $143,589 PY2022
- C••••••• Hr Services, LLC codes 15 16 38 64 70 $67,240 PY2022
- The B••••• Co and C••••••••• Subs codes 10 14 28 $49,344 PY2022
- Deloitte & Touche LLP codes 10 $34,282 PY2022
- F••••••• Inv Inst'l Op Co, LLC codes 15 16 17 50 $28,911 PY2022
- Foley & Lardner LLP codes 29 $22,019 PY2022
- State Street Bank and Trust codes 13 15 49 62 $6,226 PY2022
- Tbcerp Master Trust Sched. D M $122M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
8 events
- Dec 31, 2024Manager relationship startedThe B••••• Co and C••••••••• Subs appears on B•• R••••••••• P••• f•• B•••••••• E••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with T•• B••••• C•• a•• C••••••••• S•••••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceF••••••• Inv Inst'l Op Co, LLC no longer appears on B•• R••••••••• P••• f•• B•••••••• E••••••••'s Schedule C as general consultant (plan year 2024 vs 2023)with F••••••• I••••••••• A•••• M••• T•askebsa.dol.gov
- Jan 1, 2024Funded status changedB•• R••••••••• P••• f•• B•••••••• E•••••••• funded ratio 100.1% -> 103.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceC••••••• Hr Services, LLC no longer appears on B•• R••••••••• P••• f•• B•••••••• E••••••••'s Schedule C as general consultant (plan year 2023 vs 2022)with C••••••• H• S••••••• L••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceHerronpalmer no longer appears on B•• R••••••••• P••• f•• B•••••••• E••••••••'s Schedule C as general consultant (plan year 2023 vs 2022)with P•••••• R•••••••• B••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe B••••• Co and C••••••••• Subs no longer appears on B•• R••••••••• P••• f•• B•••••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with T•• B••••• C•• a•• C••••••••• S•••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedB•• R••••••••• P••• f•• B•••••••• E•••••••• funded ratio 108.1% -> 100.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB•• R••••••••• P••• f•• B•••••••• E•••••••• plan assets $182M -> $122M (-32.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 910425694-061
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.