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 Gerstenslager Company Bargaining Unit Employees' Pension Plan
Corporate pensionWooster, OH
Assets
$808
Total assets, Mar 31, 2024 reported
Funded
106.6%
Apr 1, 2023
Private markets target
n/a
policy Mar 31, 2024
Commitments
0
none on the tape
Plan sponsor: Gerco Holdings, Inc
Allocation policy
Form 5500, as of Mar 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 98.9%
- Non-interest-bearing cash 0.1%
Consultants and advisers
2 firms
- USI Consulting Group Actuarythrough Mar 31, 2023 Form 5500
- Fifth Third Bank Trusteethrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barney, LLCplan years 2023
- SLC Managementplan years 2023
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Mar 31, 2024 | 330 | $18.0M | $18.5M | 106.6% | $808 | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 560 | $31.2M | $27.6M | 112.8% | $18.0M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 50 $123,744 PY2023
- Morgan Stanley Global Banking Op codes 28 51 $31,914 PY2023
- SLC Management codes 28 51 $26,902 PY2023
- Fifth Third Bank codes 21 50 $11,052 PY2023
- Meaden and Moore codes 10 50 $9,500 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 50 $52,419 PY2022
- Morgan Stanley Global Banking Op codes 28 51 $40,653 PY2022
- SLC Management codes 28 51 $30,308 PY2022
- Fifth Third Bank codes 21 50 $15,520 PY2022
- Meaden and Moore codes 10 50 $8,000 PY2022
- USI Consulting Group codes 11 PY2022
What changed
3 events
- Mar 31, 2024Assets changedThe Gerstenslager Company Bargaining Unit Employees' Pension Plan total assets $18M -> $808 (-100.0%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Funded status changedThe Gerstenslager Company Bargaining Unit Employees' Pension Plan funded ratio 112.8% -> 106.6% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedThe Gerstenslager Company Bargaining Unit Employees' Pension Plan plan assets $31M -> $18M (-42.3%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341890417-001
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.