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
Pension Plan for Employees of Aegis Insurance Services, Inc.
Corporate pensionEast Rutherford, NJ
Assets
$6.5M
Total assets, Dec 31, 2023 reported
Funded
133.7%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Aegis Insurance Services, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Registered investment companies 93.4%
Consultants and advisers
3 firms
- Conrad Siegel Investment adviser (plan)through Dec 31, 2022 Form 5500
- Charles Schwab Trust Custodianthrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough 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
22 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 Dec 31, 2023 | 120 | $23.5M | $16.2M | 133.7% | $6.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 124 | $28.3M | $21.8M | 110.7% | $23.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Conrad Siegel codes 27 $56,940 PY2023
- Charles Schwab codes 18 19 21 50 $14,466 PY2023
- Buck Global,llc codes 11 PY2023
- Conrad Siegel codes 27 $42,593 PY2022
- Charles Schwab codes 18 19 21 50 $9,665 PY2022
- Buck Global,llc codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedPension Plan for Employees of Aegis Insurance Services, Inc. total assets $24M -> $6M (-72.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan for Employees of Aegis Insurance Services, Inc. funded ratio 110.7% -> 133.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Employees of Aegis Insurance Services, Inc. plan assets $28M -> $24M (-16.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222466904-001
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.