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

Colonial Pipeline Company Retirement Plan

Corporate pensionAlpharetta, GA
Assets
$78.8M
Total assets, Dec 31, 2024 reported
Funded
87.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Colonial Pipeline Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Common/collective trusts 95.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective All Country World Invcollective trustNorthern Trust Collective Eafe IndePooled vehicles$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$2,636 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Coll Long Term Gov Bnd Idx Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$19.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Term Credit Bond Index Fundcollective trustNorthern Trust Collective Eafe IndePrivate credit$47.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Coll Long Term Gov Bnd Idx Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Term Credit Bond Index Fundcollective trustNorthern Trust Collective Eafe IndePrivate credit$47.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective All Country World Invcollective trustNorthern Trust Collective Eafe IndePooled vehicles$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$10,148 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Coll Long Term Gov Bnd Idx Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Term Credit Bond Index Fundcollective trustNorthern Trust Collective Eafe IndePrivate credit$42.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective All Country World Invcollective trustNorthern Trust Collective Eafe IndePooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$6,804 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$78.8M Dec 31, 2024 reported Form 5500
$78.5M (2023-12) · $72.0M (2022-12)
Plan assets
$78.4M Jan 1, 2024 reported Form 5500
$71.9M (2023-01) · $121M (2022-01)
Net assets
$78.8M Dec 31, 2024 reported Form 5500
$78.5M (2023-12) · $72.0M (2022-12)
Funded ratio
87.8% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 95.9% (2022-01)
Funding target
$68.3M Jan 1, 2024 reported Form 5500
$65.4M (2023-01) · $75.8M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.36% (2022-01)
Participants
452 Jan 1, 2024 reported Form 5500
468 (2023-01) · 525 (2022-01)
Contributions
$4.4M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $4.4M (2022-12)
Benefits paid
$3.0M Dec 31, 2024 reported Form 5500
$3.8M (2023-12) · $26.2M (2022-12)
Net investment income
$303,309 Dec 31, 2024 reported Form 5500
$6.5M (2023-12) · $-49.5M (2022-12)
Investment management fees
$95,086 Dec 31, 2024 reported Form 5500
$118,081 (2023-12) · $53,172 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024452$78.4M$68.3M87.8%$78.8Mn/an/an/a
2023 to Dec 31, 2023468$71.9M$65.4M80.0%$78.5Mn/an/an/a
2022 to Dec 31, 2022525$121M$75.8M95.9%$72.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    Colonial Pipeline Company Retirement Plan funded ratio 80.0% -> 87.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Colonial Pipeline Company Retirement Plan funded ratio 95.9% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Colonial Pipeline Company Retirement Plan plan assets $121M -> $72M (-40.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580863362-001
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.