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
Suez Water Environmental Services Inc. Pension Plan
Corporate pensionParamus, NJ
Assets
$28.3M
Total assets, Dec 31, 2024 reported
Funded
101.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Veolia Water Contract Operations USA, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Master trust investment accounts 99.3%
Consultants and advisers
5 firms
- Willis Towers Watson US LLC Pension consultantActuarythrough Dec 31, 2023 Form 5500
- Creative Planning Actuarythrough Dec 31, 2023 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Lockton Companies Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank 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
32 readings
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 | 543 | $28.8M | $29.1M | 101.0% | $28.3M | n/a | $28.1M | n/a |
| 2023 to Dec 31, 2023 | 521 | $27.1M | $29.5M | 96.2% | $28.8M | n/a | $28.3M | n/a |
| 2022 to Dec 31, 2022 | 541 | $37.6M | $29.1M | 116.3% | $27.1M | n/a | $27.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson Delaware, Inc. codes 11 17 50 $135,687 PY2024
- Principal Trust Company codes 21 50 $44,407 PY2024
- Forvis Mazars, LLP codes 10 50 $33,075 PY2024
- Creative Planning codes 11 17 50 $13,636 PY2024
- Novak Birks PC codes 10 50 $900 PY2024
- Seyfarth Shaw LLP codes 29 50 PY2024
- Suez Water Resurces Master Trust Sched. D M $28.1M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Mazars USA LLP codes 10 50 $31,200 PY2023
- Principal Trust Company codes 21 50 $30,332 PY2023
- Creative Planning codes 11 17 50 $19,318 PY2023
- Towers Watson Delaware, Inc. codes 10 17 50 $167 PY2023
- Wells Fargo codes PY2023
- Lockton Companies, LLC codes PY2023
- Seyfarth Shaw LLP codes PY2023
- Suez Water Resurces Master Trust Sched. D M $28.3M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Towers Watson Delaware, Inc. codes 11 17 50 $127,177 PY2022
- Wells Fargo codes 21 50 $43,223 PY2022
- Mazars USA LLP codes 10 50 $29,500 PY2022
- Lockton Companies, LLC codes 11 17 50 $6,818 PY2022
- Seyfarth Shaw LLP codes 29 50 $5,402 PY2022
- Suez Water Resurces Master Trust Sched. D M $27.0M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedSuez Water Environmental Services Inc. Pension Plan funded ratio 96.2% -> 101.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceCreative Planning appears on Suez Water Environmental Services Inc. Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Creative Planningaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceLockton Companies, LLC no longer appears on Suez Water Environmental Services Inc. Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Lockton Companiesaskebsa.dol.gov
- Jan 1, 2023Funded status changedSuez Water Environmental Services Inc. Pension Plan funded ratio 116.3% -> 96.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSuez Water Environmental Services Inc. Pension Plan plan assets $38M -> $27M (-27.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 271076486-001
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.