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
Otter Tail Corporation Pension Plan
Corporate pensionFergus Falls, MN
Assets
$329M
Total assets, Dec 31, 2024 reported
Funded
89.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Otter Tail Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- U.S. Government securities 7.3%
- Common/collective trusts 0.3%
- Registered investment companies 91.7%
Consultants and advisers
2 firms
- SEI Investment Company Actuarythrough Dec 31, 2022 Form 5500
- Mercer 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
3 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, 2024 | SEI Energy Debt Collective Investmecollective trust | SEI Trust Company | Private credit | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Energy Debt Collective Investmecollective trust | SEI Trust Company | Private credit | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Energy Debt Collective Investmecollective trust | SEI Trust Company | Private credit | $3.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Contributions
Investment management fees
$814,639 (2023-12) · $560,203 (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 | 1,266 | $330M | $297M | 89.5% | $329M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,284 | $314M | $289M | 89.1% | $332M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,302 | $407M | $279M | 102.5% | $315M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments Company codes 11 15 25 27 28 33 49 51 $343,124 PY2024
- Mercer codes 11 64 $294,482 PY2024
- SEI Energy Debt Sched. D C $1.1M PY2024
- Mercer codes 11 PY2024
- SEI Investments Company codes 11 15 25 27 28 33 49 51 $814,639 PY2023
- Mercer codes 11 64 $267,131 PY2023
- SEI Energy Debt Sched. D C $1.5M PY2023
- Mercer codes 11 PY2023
- SEI Investments Company codes 11 15 19 21 25 27 28 33 49 51 $560,203 PY2022
- Mercer codes 11 64 $269,922 PY2022
- Pension Benefit Guaranty Corp codes 22 $114,576 PY2022
- SEI Energy Debt Sched. D C $3.7M PY2022
- Mercer codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedOtter Tail Corporation Pension Plan funded ratio 102.5% -> 89.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOtter Tail Corporation Pension Plan plan assets $407M -> $314M (-22.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 270383995-006
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.