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
Tropical Financial Credit Union Employees' Pension Plan
Corporate pensionMiramar, FL
Assets
$7.7M
Total assets, Sep 30, 2025 reported
Funded
163.5%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Tropical Financial Credit Union
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 12.2%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 36.2%
- Registered investment companies 51.5%
Consultants and advisers
3 firms
- Triad Hybrid Solutions, LLC Investment adviser (plan)through Sep 30, 2024 Form 5500
- United Capital Financial Advisers, Investment adviser (plan)through Sep 30, 2023 Form 5500
- John Hancock Actuarythrough Sep 30, 2023 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
33 readings
Net investment income
$420,936 (2024-09) · $291,839 (2023-09)
Investment management fees
$17,411 (2024-09) · $17,027 (2023-09)
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 Sep 30, 2025 | 135 | $7.5M | $4.1M | 163.5% | $7.7M | $0 | n/a | $0 |
| 2023 to Sep 30, 2024 | 150 | $7.0M | $4.9M | 148.6% | $7.5M | $465,280 | n/a | $409,672 |
| 2022 to Sep 30, 2023 | 160 | $6.7M | $4.9M | 150.6% | $7.0M | $411,928 | n/a | $416,731 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Triad Hybrid Solutions, LLC codes 27 $13,045 PY2024
- John Hancock codes 11 PY2024
- Triad Hybrid Solutions, LLC codes 27 $13,045 PY2023
- John Hancock codes 11 PY2023
- United Capital Financial Advisers, codes 27 $17,027 PY2022
- John Hancock codes 11 PY2022
What changed
3 events
- Oct 1, 2024Funded status changedTropical Financial Credit Union Employees' Pension Plan funded ratio 148.6% -> 163.5% (2023-10-01 to 2024-10-01)
- Dec 31, 2023Consultant changedinferenceUnited Capital Financial Advisers, no longer appears on Tropical Financial Credit Union Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with United Capital Financial Advisers,askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceTriad Hybrid Solutions, LLC appears on Tropical Financial Credit Union Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Triad Hybrid Solutions, LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590637653-001
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.