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
Adler Planetarium Retirement Income Plan
Corporate pensionChicago, IL
Assets
$3,149
Total assets, Dec 31, 2023 reported
Funded
93.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: The Adler Planetarium
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
3 firms
- Gallagher Fiduciary Advisors Actuarythrough Dec 31, 2022 Form 5500
- Fifth Third Bancorp Custodianthrough Dec 31, 2022 Form 5500
- Gallagher Benefit Services, Inc. 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 | $10.8M | $12.7M | 93.2% | $3,149 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 122 | $13.7M | $12.6M | 100.8% | $10.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Gallagher Benefit Services, Inc. codes 11 15 27 50 $61,307 PY2023
- Fifth- Third codes 13 19 50 64 $8,261 PY2023
- Gallagher Benefit Services codes 11 PY2023
- Gallagher Benefit Services, Inc. codes 11 15 27 50 $64,000 PY2022
- Fifth- Third codes 13 19 50 64 $8,792 PY2022
- Gallagher Benefit Services codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedAdler Planetarium Retirement Income Plan total assets $11M -> $3,149 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAdler Planetarium Retirement Income Plan funded ratio 100.8% -> 93.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAdler Planetarium Retirement Income Plan plan assets $14M -> $11M (-21.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366210902-001
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.