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
H••••••• A••••••••• U••• I••• A•••••• a•• R••••••• P•••••• P•••
Corporate pensionBrattleboro, VT
Assets
$13.0M
Total assets, Dec 31, 2024 reported
Funded
85.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: H••••••• A••••••••• U••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Registered investment companies 97.1%
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 Schedule C
From Schedule C (investment management, code 28)
- S•• I••••••••• C••••••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
33 readings
Investment management fees
$37,418 (2023-12) · $43,609 (2022-12)
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 | 218 | $12.3M | $14.7M | 85.5% | $13.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 224 | $12.0M | $15.8M | 82.8% | $12.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 232 | $15.5M | $15.5M | 94.2% | $12.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 $56,251 PY2024
- S•• I••••••••• C•••••• codes 28 $40,006 PY2024
- ADP, Inc. codes 15 $15,081 PY2024
- Gallagher, Flynn & Company, LLP codes 10 $7,800 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 $69,001 PY2023
- S•• I••••••••• C•••••• codes 28 $37,418 PY2023
- ADP, Inc. codes 15 $17,730 PY2023
- Gallagher, Flynn & Company, LLP codes 10 $7,600 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 $58,550 PY2022
- S•• I••••••••• C•••••• codes 28 $43,609 PY2022
- ADP, Inc. codes 15 $14,352 PY2022
- Gallagher, Flynn & Company, LLP codes 10 $7,400 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedH••••••• A••••••••• U••• I••• A•••••• a•• R••••••• P•••••• P••• funded ratio 82.8% -> 85.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedH••••••• A••••••••• U••• I••• A•••••• a•• R••••••• P•••••• P••• funded ratio 94.2% -> 82.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH••••••• A••••••••• U••• I••• A•••••• a•• R••••••• P•••••• P••• plan assets $16M -> $12M (-22.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030130760-001
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.