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
I••••••••• S••••••••• C••••••••• R••••••••• P•••
Corporate pensionFT Lauderdale, FL
Assets
n/a
Total assets, Jul 7, 2025 reported
Funded
66.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: I••••••••• S••••••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Corporate debt instruments (other) 59.6%
- U.S. Government securities 30.8%
- Other investments 4.1%
- Pooled separate accounts 1.5%
Consultants and advisers
4 firms
- A••••••••• F••••••••• I•• Investment adviser (plan)through Jul 7, 2025 Form 5500
- C••••••• P••••••• Investment adviser (plan)through Jul 7, 2025 Form 5500
- S•••• S••••• G••••• A••••••• Custodianthrough Dec 31, 2022 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••••••3 rows, latest Dec 31, 2024
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 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $404,984 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $573,938 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $361,314 held | Disclosed holding | askebsa.dol.gov |
Size and funding
37 readings
Benefits paid
$2.0M (2024-12) · $2.1M (2023-12) · $2.1M (2022-12)
Net investment income
$-2.2M (2024-12) · $762,461 (2023-12) · $-7.6M (2022-12)
Investment management fees
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Jul 7, 2025 | 321 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 326 | $29.6M | $27.7M | 66.6% | $27.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 339 | $28.8M | $28.8M | 69.4% | $29.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 345 | $36.5M | $29.0M | 78.6% | $28.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $95,252 PY2025
- Columbia Management codes 27 50 $39,735 PY2025
- C••••••• P••••••• codes 27 50 $35,000 PY2025
- C••••••• P•••••••, Inc codes 29 50 $6,450 PY2025
- P••• L••••• A••••• S•• A••••• Sched. D P PY2025
- P•••••••• Life Insurance Company codes 13 50 64 $14,710 PY2024
- State S••••• codes 19 50 $6,030 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $404,984 PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- State S••••• codes 19 50 $39,025 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $573,938 PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- State S••••• codes 19 50 $32,291 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $361,314 PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
6 events
- Dec 31, 2025Consultant changedinferenceC••••••• P••••••• appears on I••••••••• S••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with C••••••• P•••••••askebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceColumbia Management appears on I••••••••• S••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with A••••••••• F••••••••• I••askebsa.dol.gov
- Jul 7, 2025Assets changedI••••••••• S••••••••• C••••••••• R••••••••• P••• total assets $27M -> $0 (-100.0%, 2024-12-31 to 2025-07-07)
- Jan 1, 2024Funded status changedI••••••••• S••••••••• C••••••••• R••••••••• P••• funded ratio 69.4% -> 66.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedI••••••••• S••••••••• C••••••••• R••••••••• P••• funded ratio 78.6% -> 69.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••••••••• S••••••••• C••••••••• R••••••••• P••• plan assets $36M -> $29M (-21.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362989662-001
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.