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
L•••••• E•••••••• D•••••• B•••••• P•••••• P•••
Corporate pensionMelville, NY
Assets
$8.3M
Total assets, Dec 31, 2023 reported
Funded
132.4%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: L•••••• M••••••••• C••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 85.9%
- Non-interest-bearing cash 0.4%
- Pooled separate accounts 13.8%
Consultants and advisers
1 firms
- 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 the commitment tape
From the plan’s own commitment disclosures
- P••••••••• R••••••••• • A•••••• I••2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- N•••••••• B•••••plan years 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, 2023 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $3.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
16 readings
Plan assets
Funded ratio
Funding target
Discount rate
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 | 4,988 | n/a | n/a | n/a | $8.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,283 | $350M | $254M | 132.4% | $253M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••• W••••• Delaware Inc codes 11 $701,269 PY2023
- P••••••••• Retirement Insurance and codes 13 $83,161 PY2023
- Boris Benic and Associates codes 10 $48,244 PY2023
- Imoneynet Taxable Money Funds Sched. D P $1.1M PY2023
- T••••• W••••• Delaware Inc codes 11 $2.7M PY2022
- N•••••••• B••••• LLC codes 28 51 $1.3M PY2022
- P••••••••• Retirement Insurance and codes 13 $126,155 PY2022
- Pension B•••••• Information, LLC codes $20,185 PY2022
- Boris Benic and Associates codes 10 $16,709 PY2022
- Imoneynet Taxable Money Funds Sched. D P $3.6M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Manager relationship endedinferenceN•••••••• B••••• LLC no longer appears on L•••••• E•••••••• D•••••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N•••••••• B•••••askebsa.dol.gov
- Dec 31, 2023Assets changedL•••••• E•••••••• D•••••• B•••••• P•••••• P••• total assets $253M -> $8M (-96.7%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111001790-002
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.