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
The Martin-Brower Company Consolidated Pension Plan
Corporate pensionRosemont, IL
Assets
$65,888
Total assets, Dec 31, 2024 reported
Funded
110.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Martin Brower Company, L.L.C.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Registered investment companies 99.5%
Consultants and advisers
4 firms
- Evercore Group Investment adviser (plan)through Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Capital Strategies Group, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- John Hancock 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
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
29 readings
Investment management fees
$15,710 (2023-12) · $415,448 (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 | 2,209 | n/a | n/a | n/a | $65,888 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,337 | $88.6M | $87.1M | 110.4% | $89.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,097 | $93.1M | $75.6M | 111.6% | $88.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Winston & Strawn LLP codes 29 $179,682 PY2024
- John Hancock Retirement Srvcs codes 15 62 64 $77,532 PY2024
- Baker Tilly codes 10 $26,800 PY2024
- Capital Strategies Group, Inc. codes 27 $18,566 PY2024
- Evercore Group codes 27 PY2024
- Willis Towers codes 27 PY2024
- John Hancock Retirement Srvcs codes 15 62 64 $705,453 PY2023
- Winston & Strawn LLP codes 29 $172,705 PY2023
- Evercore Group codes 27 $42,476 PY2023
- Capital Strategies Group, Inc. codes 27 $36,050 PY2023
- Baker Tilly codes 10 $15,710 PY2023
- Willis Towers codes 27 $11,529 PY2023
- Prudential Core Cons Bond Sched. D C PY2023
- Loomis Sayles Investment Grade Bond Sched. D C PY2023
- Wtc-Ctf Mid-Cap Opportunities Sched. D C PY2023
- John Hancock codes 11 PY2023
- John Hancock Retirement Srvcs codes 15 62 64 $181,712 PY2022
- Winston & Strawn LLP codes 29 $50,542 PY2022
- Capital Strategies Group, Inc. codes 27 $39,375 PY2022
- Prudential Core Cons Bond Sched. D C PY2022
- Loomis Sayles Investment Grade Bond Sched. D C PY2022
- Wtc-Ctf Mid-Cap Opportunities Sched. D C PY2022
- John Hancock codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedThe Martin-Brower Company Consolidated Pension Plan total assets $89M -> $65,888 (-99.9%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceEvercore Group appears on The Martin-Brower Company Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Evercore Groupaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceWillis Towers appears on The Martin-Brower Company Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Willis Towers Watson US LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 364221605-003
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.