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
B. Braun Medical, Inc. Pension Plan
Corporate pensionBethlehem, PA
Assets
$102M
Total assets, Dec 31, 2024 reported
Funded
81.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: B. Braun Medical, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 2.6%
- Registered investment companies 97.4%
Consultants and advisers
2 firms
- Bank of New York Mellon CustodianDirected trusteethrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 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
- BNY Mellon3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Milliman, Inc.plan years 2024
- Fiducient Advisors LLCplan years 2022
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 Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$76,500 (2023-12) · $76,500 (2022-12)
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 | 3,347 | $106M | $112M | 81.6% | $102M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,538 | $102M | $109M | 82.7% | $106M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,762 | $123M | $94.8M | 105.5% | $102M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting Inc. codes 14 50 65 $319,104 PY2024
- Milliman Inc codes 28 51 $76,500 PY2024
- Willis Towers Watson US LLC codes 11 50 $69,665 PY2024
- The Bank of New York Mellon codes 18 25 28 50 52 $52,299 PY2024
- Pricewaterhousecoopers LLP codes 10 $35,860 PY2024
- EB Temporary Investment Sched. D C $2.6M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- AON Consulting Inc. codes 14 50 65 $399,811 PY2023
- Towers Watson Deleware, Inc. codes 11 50 $84,051 PY2023
- Fiducient Advisor LLC codes 28 51 $76,500 PY2023
- The Bank of New York Mellon codes 25 28 50 52 $50,035 PY2023
- EB Temporary Investment Sched. D C $5.1M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- AON Consulting Inc. codes 14 50 65 $417,170 PY2022
- Towers Watson Deleware, Inc. codes 11 50 $87,591 PY2022
- Fiducient Advisor LLC codes 28 51 $76,500 PY2022
- The Bank of New York Mellon codes 25 28 50 52 $50,895 PY2022
- Pricewaterhousecoopers LLP codes 10 $30,500 PY2022
- EB Temporary Investment Sched. D C $4.3M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedMilliman Inc appears on B. Braun Medical, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFiducient Advisor LLC no longer appears on B. Braun Medical, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Fiducient Advisors LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedB. Braun Medical, Inc. Pension Plan funded ratio 105.5% -> 82.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB. Braun Medical, Inc. Pension Plan plan assets $123M -> $102M (-17.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232116774-002
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.