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 Chase Corporation
Corporate pensionWestwood, MA
Assets
$8.5M
Total assets, Dec 31, 2024 reported
Funded
94.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Chase Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
3 firms
- UBS Financial Services Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Futureplan by Ascensus Actuarythrough Dec 31, 2024 Form 5500
- Newport Group, 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
33 readings
Investment management fees
$7,288 (2023-12) · $10,459 (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 | 109 | $8.0M | $6.3M | 94.3% | $8.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 112 | $6.9M | $5.8M | 95.0% | $8.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 117 | $9.2M | $6.0M | 107.8% | $6.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- UBS Financial Services Inc. codes 27 72 $7,288 PY2024
- Futureplan by Ascensus codes 11 PY2024
- Newport Group, Inc. codes 11 50 $8,768 PY2023
- UBS Financial Services Inc. codes 27 72 $7,288 PY2023
- Newport Group, Inc. codes 11 PY2023
- Newport Group, Inc. codes 11 50 $24,459 PY2022
- UBS Financial Services Inc. codes 27 72 $7,288 PY2022
- Newport Group, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedPension Plan for Employees of Chase Corporation plan assets $7M -> $8M (+17.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPension Plan for Employees of Chase Corporation total assets $7M -> $8M (+17.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan for Employees of Chase Corporation funded ratio 107.8% -> 95.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Employees of Chase Corporation plan assets $9M -> $7M (-25.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111797126-001
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.