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
BI Technologies Corporation Retirement Plan
Corporate pensionFullerton, CA
Assets
$4.0M
Total assets, Dec 31, 2023 reported
Funded
94.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: BI Technologies Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.6%
- Registered investment companies 39.2%
Consultants and advisers
3 firms
- Wealthspire Retirement Advisory Investment adviser (plan)through Dec 31, 2023 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Principal Spectrum Asset Management 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
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 | 210 | $9.1M | $10.5M | 94.6% | $4.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 218 | $10.7M | $10.4M | 101.1% | $9.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 17 50 $129,360 PY2023
- Frost Brown Todd LLP codes 29 50 $45,213 PY2023
- Baker Tilly US LLP codes 10 13 50 $27,825 PY2023
- NFP Retirement Inc codes 27 28 51 $17,009 PY2023
- Principal Financial Group, Inc codes 15 21 50 $7,441 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 17 50 $97,679 PY2022
- Principal Financial Group, Inc codes 15 21 50 $10,234 PY2022
- Baker Tilly US LLP codes 10 13 50 $8,925 PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Dec 31, 2023Manager relationship startedNFP Retirement Inc appears on BI Technologies Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wealthspire Retirement Advisoryaskebsa.dol.gov
- Dec 31, 2023Assets changedBI Technologies Corporation Retirement Plan total assets $9M -> $4M (-56.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBI Technologies Corporation Retirement Plan funded ratio 101.1% -> 94.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBI Technologies Corporation Retirement Plan plan assets $11M -> $9M (-15.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431318149-001
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.