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

LAW Companies Group, Inc. Pension Plan

Corporate pensionNEW York, NY
Assets
$2.6M
Total assets, Dec 31, 2024 reported
Funded
91.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: WSP USA Environment & Infrastructure Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 100.0%
Consultants and advisers
4 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
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Mercer Active Intermediate Credit Fcollective trustMercer Trust Company LLCPrivate credit$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Long Corporate Fixedcollective trustMercer Trust Company LLCFixed income$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Erisa Hedge Fund Investorscollective trustMercer Trust Company LLCHedge / diversifiers$99,094 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Passive Long Government Fixecollective trustMercer Trust Company LLCPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Ultra Long Duration Portfolicollective trustMercer Trust Company LLCFixed income$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CF Ssga Intermediate US Govt Bond Icollective trustState Street Global Advisors TrustFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Active Long Corporate Fixedcollective trustMercer Trust Company LLCFixed income$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Emerging Markets Equity Portcollective trustMercer Trust Company LLCPublic equity$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Erisa Hedge Fund Investorscollective trustMercer Trust Company LLCHedge / diversifiers$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Global Low Volatility Equitycollective trustMercer Trust Company LLCPublic equity$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Long Strips Fixed Incomecollective trustMercer Trust Company LLCFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Non-Us Core Equity Portfoliocollective trustMercer Trust Company LLCPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Passive Long Government Fixecollective trustMercer Trust Company LLCPooled vehicles$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Large Cap Core Passive Eqcollective trustMercer Trust Company LLCPublic equity$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Small/mid Cap Equity Portcollective trustMercer Trust Company LLCPublic equity$1.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
29 readings
Total assets
$2.6M Dec 31, 2024 reported Form 5500
$58.8M (2023-12) · $50.8M (2022-12)
Plan assets
$50.7M Jan 1, 2023 reported Form 5500
$68.9M (2022-01)
Net assets
$2.3M Dec 31, 2024 reported Form 5500
$58.6M (2023-12) · $50.8M (2022-12)
Funded ratio
91.6% Jan 1, 2023 reported Form 5500
107.2% (2022-01)
Funding target
$59.2M Jan 1, 2023 reported Form 5500
$59.1M (2022-01)
Discount rate
5.07% Jan 1, 2023 reported Form 5500
5.30% (2022-01)
Participants
984 Jan 1, 2024 reported Form 5500
988 (2023-01) · 992 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$8.5M (2023-12) · $0 (2022-12)
Benefits paid
$57.0M Dec 31, 2024 reported Form 5500
$4.8M (2023-12) · $4.9M (2022-12)
Net investment income
$-56.3M Dec 31, 2024 reported Form 5500
$7.8M (2023-12) · $-18.4M (2022-12)
Investment management fees
$119,117 Dec 31, 2024 reported Form 5500
$148,888 (2023-12) · $59,202 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024984n/an/an/a$2.6Mn/an/an/a
2023 to Dec 31, 2023988$50.7M$59.2M91.6%$58.8Mn/an/an/a
2022 to Dec 31, 2022992$68.9M$59.1M107.2%$50.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer codes 11 14 16 $805,930 PY2024
  • Mercer Investments LLC codes 51 52 $119,117 PY2024
  • Holland & Knight LLP codes 29 $24,249 PY2024
  • Principal codes 25 $12,408 PY2024
  • Warren Averett, LLC codes 10 $10,000 PY2024
  • Ssga Interm US Gov Index Sched. D C PY2024
  • Mercer Ultra Long Duration Sched. D C PY2024
  • Mercer Active Intermediate Crdt Fi Sched. D C PY2024
  • Mercer Active Long Corporate Fi Sched. D C PY2024
  • Mercer Erisa Hedge Fund Initial Ct Sched. D C PY2024
  • Mercer Passive Long Government Fi Sched. D C PY2024
  • Mercer codes 11 14 16 $453,678 PY2023
  • Mercer Investments LLC codes 51 52 $148,888 PY2023
  • Holland & Knight LLP codes 29 $48,569 PY2023
  • Principal codes 25 $25,238 PY2023
  • Warren Averett, LLC codes 10 $16,580 PY2023
  • Mercer Erisa Hedge Fund Initial Ct Sched. D C $99,094 PY2023
  • Mercer Active Intermediate Crdt Fi Sched. D C $17.8M PY2023
  • Mercer Active Long Corporate Fi Sched. D C $8.5M PY2023
  • Mercer Emerging Markets Equity Sched. D C PY2023
  • Mercer Global Low Volatility Equity Sched. D C PY2023
  • Mercer Long Strips Fixed Income Sched. D C PY2023
  • Mercer Non-Us Core Equity Portfolio Sched. D C PY2023
  • Mercer Passive Long Government Fi Sched. D C $5.3M PY2023
  • Mercer US Large Cap Core Passive Eq Sched. D C PY2023
  • Mercer US Small/mid Cap Equity Sched. D C PY2023
  • Mercer Ultra Long Duration Sched. D C $1.7M PY2023
  • Ssga Interm US Gov Index Sched. D C $2.9M PY2023
  • Mercer codes 11 PY2023
  • Mercer codes 11 16 $197,117 PY2022
  • Legal and General codes 51 $42,215 PY2022
  • Wells Fargo Bank codes 25 $25,155 PY2022
  • Captrust codes 27 $18,108 PY2022
  • Warren Averett, LLC codes 10 $16,000 PY2022
  • Haynes and Boone, LLP codes 29 $10,379 PY2022
  • The Kiltearn Global Equity Fund codes 51 $8,931 PY2022
  • Mercer Investments LLC codes 51 52 PY2022
  • The Kiltearn Global Equity Fund Sched. D E PY2022
  • L&g Long Liability Corp Cit Fund Sched. D C PY2022
  • L&g Liability Treasury Cit Fund Sched. D C PY2022
  • L&g Liability Corp Cit Fund Sched. D C PY2022
  • Mercer Active Long Corporate Fi Sched. D C $13.3M PY2022
  • Mercer Emerging Markets Equity Sched. D C $3.0M PY2022
  • Mercer Erisa Hedge Fund Initial Ct Sched. D C $2.8M PY2022
  • Mercer Global Low Volatility Equity Sched. D C $3.0M PY2022
  • Mercer Long Strips Fixed Income Sched. D C $1.5M PY2022
  • Mercer Non-Us Core Equity Portfolio Sched. D C $4.7M PY2022
  • Mercer Passive Long Government Fi Sched. D C $9.8M PY2022
  • Mercer US Large Cap Core Passive Eq Sched. D C $7.0M PY2022
  • Mercer US Small/mid Cap Equity Sched. D C $1.8M PY2022
  • Mercer codes 11 PY2022
What changed
14 events
  • Dec 31, 2024Assets changed
    LAW Companies Group, Inc. Pension Plan total assets $59M -> $3M (-95.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    LAW Companies Group, Inc. Pension Plan first reports an interest in Mercer Ultra Long Duration Portfoli: $2M at 2023-12-31
    with Mercer Ultra Long Duration Portfoliaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    LAW Companies Group, Inc. Pension Plan no longer reports Mercer Non-Us Core Equity Portfolio (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer Non-Us Core Equity Portfolioaskebsa.dol.gov
  • Dec 31, 2023Holding started
    LAW Companies Group, Inc. Pension Plan first reports an interest in CF Ssga Intermediate US Govt Bond I (State Street Global Advisors Trust): $3M at 2023-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    LAW Companies Group, Inc. Pension Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer US Large Cap Core Passive Eqaskebsa.dol.gov
  • Dec 31, 2023Holding started
    LAW Companies Group, Inc. Pension Plan first reports an interest in Mercer Active Intermediate Credit F: $18M at 2023-12-31
    with Mercer Active Intermediate Credit Faskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    LAW Companies Group, Inc. Pension Plan no longer reports Mercer Emerging Markets Equity Port (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer Emerging Markets Equity Portaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    LAW Companies Group, Inc. Pension Plan no longer reports Mercer Global Low Volatility Equity (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer Global Low Volatility Equityaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    LAW Companies Group, Inc. Pension Plan no longer reports Mercer US Small/mid Cap Equity Port (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer US Small/mid Cap Equity Portaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    LAW Companies Group, Inc. Pension Plan no longer reports Mercer Long Strips Fixed Income (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Captrust no longer appears on LAW Companies Group, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Capfinancial Partners, LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    LAW Companies Group, Inc. Pension Plan total assets $51M -> $59M (+15.7%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    LAW Companies Group, Inc. Pension Plan funded ratio 107.2% -> 91.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    LAW Companies Group, Inc. Pension Plan plan assets $69M -> $51M (-26.5%, 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 911641772-006
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.