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

Florida Crystals Corporation Pension Plan

Corporate pensionWest Palm Beach, FL
Assets
$83.2M
Total assets, Mar 31, 2025 reported
Funded
98.1%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Florida Crystals Corporation
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 95.4%
Consultants and advisers
2 firms
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
32 readings
Total assets
$83.2M Mar 31, 2025 reported Form 5500
$82.7M (2024-03) · $78.0M (2023-03)
Plan assets
$82.6M Apr 1, 2024 reported Form 5500
$77.8M (2023-04) · $93.5M (2022-04)
Net assets
$83.2M Mar 31, 2025 reported Form 5500
$82.7M (2024-03) · $78.0M (2023-03)
Funded ratio
98.1% Apr 1, 2024 reported Form 5500
100.0% (2023-04) · 109.7% (2022-04)
Funding target
$87.5M Apr 1, 2024 reported Form 5500
$85.6M (2023-04) · $83.7M (2022-04)
Discount rate
5.11% Apr 1, 2024 reported Form 5500
5.25% (2023-04) · 5.42% (2022-04)
Participants
899 Apr 1, 2024 reported Form 5500
941 (2023-04) · 983 (2022-04)
Contributions
$3.9M Mar 31, 2025 reported Form 5500
$3.9M (2024-03) · $4.8M (2023-03)
Benefits paid
$5.7M Mar 31, 2025 reported Form 5500
$5.5M (2024-03) · $8.7M (2023-03)
Net investment income
$512,359 Mar 31, 2025 reported Form 5500
$4.7M (2024-03) · $-15.4M (2023-03)
Investment management fees
$22,126 Mar 31, 2024 reported Form 5500
$4,437 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025899$82.6M$87.5M98.1%$83.2Mn/a$79.4Mn/a
2023 to Mar 31, 2024941$77.8M$85.6M100.0%$82.7Mn/a$78.9Mn/a
2022 to Mar 31, 2023983$93.5M$83.7M109.7%$78.0Mn/a$73.2Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Consultant changedinference
    USI Consulting Group, Inc. no longer appears on Florida Crystals Corporation Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with USI Consulting Groupaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    USI Consulting Group, Inc. appears on Florida Crystals Corporation Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with USI Consulting Groupaskebsa.dol.gov
  • Apr 1, 2023Funded status changed
    Florida Crystals Corporation Pension Plan funded ratio 109.7% -> 100.0% (2022-04-01 to 2023-04-01)
  • Apr 1, 2023Assets changed
    Florida Crystals Corporation Pension Plan plan assets $93M -> $78M (-16.7%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 650773338-001
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.