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
K••••••••• L•• E•••••••• D•••••• B•••••• P•••••• P••• a•• T••••
Corporate pensionJacksonville, FL
Assets
$18.4M
Total assets, Mar 31, 2025 reported
Funded
113.2%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: A••••• S•••• a•• M•••••••• C••••••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.0%
- Registered investment companies 92.0%
Consultants and advisers
1 firms
- D•••••• B••••• • Z•••• I••• Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- T•• N•••••• G••••plan years 2025
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
31 readings
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 Mar 31, 2025 | 609 | $19.1M | $15.0M | 113.2% | $18.4M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 619 | $18.5M | $15.3M | 117.8% | $19.0M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 634 | $20.9M | $15.8M | 108.9% | $18.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AMI B•••••• P••• Administrators, in codes 13 15 38 $217,319 PY2024
- Ellis Pellum & Associates, P.A. codes 10 $25,625 PY2024
- T•• N•••••• G•••• codes 28 51 $19,900 PY2024
- D•••••, B••••• & Z•••, Inc codes 11 50 $10,500 PY2024
- D•••••• B••••• • Z•••• I••• codes 11 PY2024
- AMI B•••••• P••• Administrators, in codes 13 15 38 $53,495 PY2023
- D•••••, B••••• & Z•••, Inc codes 11 50 $29,697 PY2023
- D•••••• B••••• • Z•••• I••• codes 11 PY2023
- AMI B•••••• P••• Administrators, in codes 13 15 38 $47,165 PY2022
- D•••••• B••••• • Z•••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedT•• N•••••• G•••• appears on K••••••••• L•• E•••••••• D•••••• B•••••• P•••••• P••• a•• T••••'s Schedule C as investment manager (plan year 2024 vs 2023)with T•• N•••••• G••••askebsa.dol.gov
- Apr 1, 2024Funded status changedK••••••••• L•• E•••••••• D•••••• B•••••• P•••••• P••• a•• T•••• funded ratio 117.8% -> 113.2% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedK••••••••• L•• E•••••••• D•••••• B•••••• P•••••• P••• a•• T•••• funded ratio 108.9% -> 117.8% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedK••••••••• L•• E•••••••• D•••••• B•••••• P•••••• P••• a•• T•••• plan assets $21M -> $18M (-11.6%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 593522052-001
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.