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
A••••••• S••••• R•••• C•••••• S••••••• E••••••••• R••••••••• P•••
Corporate pensionShelton, CT
Assets
$46.4M
Total assets, Dec 31, 2024 reported
Funded
95.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: E••••••• P••••••• C••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.3%
Consultants and advisers
2 firms
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• 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
33 readings
Investment management fees
$10,067 (2023-12) · $38,858 (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 | 610 | $50.8M | $58.6M | 95.3% | $46.4M | n/a | $46.1M | n/a |
| 2023 to Dec 31, 2023 | 626 | $52.1M | $61.8M | 92.6% | $50.9M | n/a | $49.7M | n/a |
| 2022 to Dec 31, 2022 | 647 | $77.8M | $63.1M | 115.0% | $52.1M | n/a | $52.1M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• Human Resource Consulting codes 11 17 27 50 $61,794 PY2024
- Morneau Shepell/lifeworks codes 13 50 $59,996 PY2024
- N••••••• Trust Company codes 21 50 62 99 $21,458 PY2024
- Rubinbrown LLP codes 10 50 $19,500 PY2024
- EPC Co Ret P•••s Master Trust Sched. D M $46.1M PY2024
- M••••• codes 11 PY2024
- Morneau Shepell/lifeworks codes 13 50 $58,517 PY2023
- M••••• Human Resource Consulting codes 11 17 27 50 $53,292 PY2023
- Rubinbrown LLP codes 10 50 $19,000 PY2023
- N••••••• Trust Company codes 21 50 62 99 $10,067 PY2023
- EPC Co Ret P•••s Master Trust Sched. D M $49.7M PY2023
- M••••• codes 11 PY2023
- M••••• Human Resource Consulting codes 11 17 27 50 $63,098 PY2022
- Morneau Shepell Limited codes 13 50 $57,472 PY2022
- N••••••• Trust Company codes 21 50 62 99 $37,058 PY2022
- Rubinbrown LLP codes 10 50 $18,500 PY2022
- EPC Co Ret P•••s Master Trust Sched. D M $52.1M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedA••••••• S••••• R•••• C•••••• S••••••• E••••••••• R••••••••• P••• funded ratio 92.6% -> 95.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedA••••••• S••••• R•••• C•••••• S••••••• E••••••••• R••••••••• P••• funded ratio 115.1% -> 92.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••••• S••••• R•••• C•••••• S••••••• E••••••••• R••••••••• P••• plan assets $78M -> $52M (-33.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431863181-005
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.