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
M••••••••• E••••••••• R••••••••• P••• o• B••••• C••••••
Corporate pensionAlpena, MI
Assets
n/a
Total assets, May 25, 2023 reported
Funded
118.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: B••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- I•••••••• company general account 70.6%
- Pooled separate accounts 29.4%
Consultants and advisers
1 firms
- M••••••• a•• K••••• I••• 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
- A••••••• U••••• L••• I•••••••• C••1 rows, latest Dec 31, 2022
Commitments
1 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, 2022 | S••••••• A•••••• I•separate account | A••••••• U••••• L••• I•••••••• C•• | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
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 May 25, 2023 | 228 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 234 | $26.4M | $21.3M | 118.8% | $20.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• and K•••• Inc codes 11 $102,707 PY2023
- Global Retirement Partners LLC codes 15 50 64 $11,850 PY2023
- American United L••• I•••••••• Co codes 15 38 64 66 67 PY2023
- S••••••• A•••••• I• Sched. D P PY2023
- Global Retirement Partners LLC codes 15 50 64 $18,250 PY2022
- American United L••• I•••••••• Co codes 15 38 64 66 67 PY2022
- S••••••• A•••••• I• Sched. D P $1.3M PY2022
- M••••••• and K•••• codes 11 PY2022
What changed
1 events
- May 25, 2023Assets changedM••••••••• E••••••••• R••••••••• P••• o• B••••• C•••••• total assets $21M -> $0 (-100.0%, 2022-12-31 to 2023-05-25)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 380346640-001
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.