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
Intertape Polymer Corp. Menasha Retirement Plan
Corporate pensionSarasota, FL
Assets
$2.0M
Total assets, Sep 30, 2024 reported
Funded
80.0%
Oct 1, 2023
Private markets target
n/a
policy Sep 30, 2024
Commitments
3
none on the tape
Plan sponsor: Intertape Polymer Corp.
Allocation policy
Form 5500, as of Sep 30, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 63.4%
- Registered investment companies 36.6%
Consultants and advisers
1 firms
- Principal Financial Group Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal3 rows, latest Sep 30, 2024
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $534,504 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $718,549 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 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 Sep 30, 2024 | 156 | $6.6M | $6.1M | 80.0% | $2.0M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 162 | $7.3M | $6.8M | 80.0% | $6.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $61,950 PY2023
- O3 Annuity Services LLC codes 13 50 $18,772 PY2023
- Frazier & Deeter, LLC codes 10 50 $13,500 PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P $718,549 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $534,504 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $55,200 PY2022
- Frazier & Deeter,llc codes 10 50 $15,500 PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $1.3M PY2022
- Principal Financial Group codes 11 PY2022
What changed
2 events
- Sep 30, 2024Holding startedIntertape Polymer Corp. Menasha Retirement Plan first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $534,504 at 2024-09-30with Principalaskebsa.dol.gov
- Sep 30, 2024Assets changedIntertape Polymer Corp. Menasha Retirement Plan total assets $7M -> $2M (-70.1%, 2023-09-30 to 2024-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 571088158-008
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.