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
Altec Industries, Inc. Associates' Pension Plan
Corporate pensionBirmingham, AL
Assets
$57.1M
Total assets, Dec 31, 2024 reported
Funded
104.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Altec Industries, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Registered investment companies 97.6%
Consultants and advisers
2 firms
- Regions Bank Directed trusteethrough Dec 31, 2022 Form 5500
- Milliman, 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
30 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 | 999 | $63.6M | $62.4M | 104.7% | $57.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,057 | $66.0M | $66.1M | 107.9% | $63.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,105 | $86.7M | $67.1M | 128.0% | $63.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 15 17 $97,167 PY2024
- Regions Bank codes 25 28 50 $12,327 PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman codes 11 15 17 $80,719 PY2023
- Regions Bank codes 25 28 50 $12,472 PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman codes 11 15 17 $92,137 PY2022
- Regions Bank codes 25 28 50 $14,463 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedAltec Industries, Inc. Associates' Pension Plan total assets $64M -> $57M (-10.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAltec Industries, Inc. Associates' Pension Plan funded ratio 107.9% -> 104.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAltec Industries, Inc. Associates' Pension Plan funded ratio 128.0% -> 107.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAltec Industries, Inc. Associates' Pension Plan plan assets $87M -> $66M (-23.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 630362926-001
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.