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
C••• B•••••• R••••••••• P••• f•• R••••••••• N••••• o• B••••• M••••••• H•••••••
Corporate pensionB•••••, PA
Assets
$37.6M
Total assets, Dec 31, 2024 reported
Funded
95.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B••••• H••••••••• P••••••••
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) 47.4%
- U.S. Government securities 6.3%
- Other investments 8.4%
- R••••••••• investment companies 34.1%
Consultants and advisers
4 firms
- P•• B••• Trusteethrough Dec 31, 2024 Form 5500
- S•• Trusteethrough Dec 31, 2022 Form 5500
- B••• A•••••••• a•• P•••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
- T•• P•• F•••••••• S••••••• G••••• I••• Trusteethrough 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
Contributions
Investment management fees
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 | 816 | $37.5M | $37.3M | 95.2% | $37.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 797 | $36.3M | $34.1M | 109.2% | $37.5M | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 786 | $43.3M | $28.6M | 135.2% | $36.1M | n/a | $630,321 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• A•••••••• & Pension Services codes 11 $91,285 PY2024
- P•• B••• codes 21 28 $75,324 PY2024
- Baker Tilly US LLP codes 10 $12,573 PY2024
- B••• A•••••••• & Pension Services codes 11 PY2024
- P•• B••• codes 21 28 $212,273 PY2023
- Master Tr for Emps Pens P••• of Bmh Sched. D M PY2023
- B••• A•••••••• & Pension Services codes 11 PY2023
- SEI Private Trust codes 21 28 $87,817 PY2022
- B••• A•••••••• & Pension Services codes 11 $52,426 PY2022
- P•• B••• codes 21 28 $34,267 PY2022
- Forvis, LLP codes 10 $5,823 PY2022
- Master Tr for Emps Pens P••• of Bmh Sched. D M $630,321 PY2022
- B••• A•••••••• & Pension Services codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedC••• B•••••• R••••••••• P••• f•• R••••••••• N••••• o• B••••• M••••••• H••••••• funded ratio 109.2% -> 95.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceSEI Private Trust no longer appears on C••• B•••••• R••••••••• P••• f•• R••••••••• N••••• o• B••••• M••••••• H•••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with S••askebsa.dol.gov
- Jan 1, 2023Funded status changedC••• B•••••• R••••••••• P••• f•• R••••••••• N••••• o• B••••• M••••••• H••••••• funded ratio 135.2% -> 109.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••• B•••••• R••••••••• P••• f•• R••••••••• N••••• o• B••••• M••••••• H••••••• plan assets $43M -> $36M (-16.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 250965274-002
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.