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

Employee Retirement Income Plan - Hourly East

Corporate pensionSeattle, WA
Assets
$1.4B
Total assets, Dec 31, 2024 reported
Funded
106.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Boeing Co. and Consolidated Subsidiaries
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
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)
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
Total assets
$1.4B Dec 31, 2024 reported Form 5500
$1.5B (2023-12) · $1.5B (2022-12)
Plan assets
$1.5B Jan 1, 2024 reported Form 5500
$1.5B (2023-01) · $2.0B (2022-01)
Net assets
$1.4B Dec 31, 2024 reported Form 5500
$1.5B (2023-12) · $1.5B (2022-12)
Funded ratio
106.6% Jan 1, 2024 reported Form 5500
103.2% (2023-01) · 119.3% (2022-01)
Funding target
$1.4B Jan 1, 2024 reported Form 5500
$1.4B (2023-01) · $1.5B (2022-01)
Discount rate
5.05% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.34% (2022-01)
Participants
12,587 Jan 1, 2024 reported Form 5500
12,925 (2023-01) · 13,611 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$118M Dec 31, 2024 reported Form 5500
$120M (2023-12) · $120M (2022-12)
Net investment income
$-89.2M Dec 31, 2024 reported Form 5500
$-5.7M (2023-12) · $-505M (2022-12)
Investment management fees
$113,096 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202412,587$1.5B$1.4B106.6%$1.4Bn/a$1.4Bn/a
2023 to Dec 31, 202312,925$1.5B$1.4B103.2%$1.5Bn/a$1.5Bn/a
2022 to Dec 31, 202213,611$2.0B$1.5B119.3%$1.5Bn/a$1.5Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Fidelity Inv Inst'l Op Co, LLC codes 13 15 49 61 $537,212 PY2024
  • Willis Towers Watson US LLC codes 11 16 17 70 $189,783 PY2024
  • The Boeing Co and Consolidated Subs codes 10 14 28 $173,167 PY2024
  • Deloitte & Touche LLP codes 10 $41,488 PY2024
  • Foley & Lardner LLP codes 29 $15,797 PY2024
  • Conduent Hr Services, LLC codes 15 $13,752 PY2024
  • Herronpalmer codes 16 $6,866 PY2024
  • Tbcerp Master Trust Sched. D M $1.4B PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Fidelity Inv Inst'l Op Co, LLC codes 15 16 17 50 $535,044 PY2023
  • The Boeing Co and Consolidated Subs codes 10 14 28 $154,843 PY2023
  • Willis Towers Watson US LLC codes 11 17 $147,439 PY2023
  • Deloitte & Touche LLP codes 10 $40,650 PY2023
  • Foley & Lardner LLP codes 29 $36,869 PY2023
  • Conduent Hr Services, LLC codes 99 $13,992 PY2023
  • Herronpalmer codes 16 $8,727 PY2023
  • State Street Bank and Trust codes 49 $6,587 PY2023
  • Tbcerp Master Trust Sched. D M $1.5B PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • Conduent Hr Services, LLC codes 15 16 38 64 70 $640,603 PY2022
  • Fidelity Inv Inst'l Op Co, LLC codes 15 16 17 50 $253,337 PY2022
  • The Boeing Co and Consolidated Subs codes 10 14 28 $140,938 PY2022
  • Willis Towers Watson US LLC codes 11 16 17 50 70 $140,496 PY2022
  • Herronpalmer codes 16 $59,826 PY2022
  • Deloitte & Touche LLP codes 10 $37,058 PY2022
  • Foley & Lardner LLP codes 29 $34,711 PY2022
  • State Street Bank and Trust codes 13 15 49 62 $27,359 PY2022
  • Tbcerp Master Trust Sched. D M $1.5B PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    Fidelity Inv Inst'l Op Co, LLC no longer appears on Employee Retirement Income Plan - Hourly East's Schedule C as general consultant (plan year 2024 vs 2023)
    with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Employee Retirement Income Plan - Hourly East funded ratio 103.2% -> 106.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Conduent Hr Services, LLC no longer appears on Employee Retirement Income Plan - Hourly East's Schedule C as general consultant (plan year 2023 vs 2022)
    with Conduent Hr Services LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Employee Retirement Income Plan - Hourly East funded ratio 119.3% -> 103.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Employee Retirement Income Plan - Hourly East plan assets $2.0B -> $1.5B (-25.7%, 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 910425694-103
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.