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
P•••••• P••• o• E• A• I••••• A•••••••• L•••
Corporate pensionMargate, FL
Assets
n/a
Total assets, Jul 31, 2024 reported
Funded
101.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: E• A• I••••• A•••••••• L•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 80.0%
Consultants and advisers
2 firms
- R•••••• J•••• • A••••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- T•• A••••• P•••••• G••••• I••• Actuarythrough Dec 31, 2022 Form 5500
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
- P••••••••2 rows, latest Dec 31, 2023
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $19.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $550,985 held | Disclosed holding | askebsa.dol.gov |
Size and funding
28 readings
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 Jul 31, 2024 | 257 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 477 | $38.2M | $41.0M | 101.3% | $24.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 488 | $53.1M | $40.4M | 133.1% | $38.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $49,145 PY2024
- T•• A••••• P•••••• G••••• I••• codes 11 50 $46,813 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $86,946 PY2023
- R•••••• J•••• and Assoc codes 27 50 $75,000 PY2023
- Hoberman & Lesser CPAS, LLP codes 10 50 $28,500 PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 50 $22,263 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $19.9M PY2023
- T•• A••••• P•••••• G••••• I••• codes 11 PY2023
- R•••••• J•••• and Assoc codes 27 50 $100,000 PY2022
- P•••••••• Life Insurance Company codes 13 50 64 $64,807 PY2022
- T•• A••••• P•••••• G••••• I••• codes 11 50 $37,721 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $550,985 PY2022
- T•• A••••• P•••••• G••••• I••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceR•••••• J•••• and Assoc no longer appears on P•••••• P••• o• E• A• I••••• A•••••••• L•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with R•••••• J•••• • A••••••••• I•••askebsa.dol.gov
- Jul 31, 2024Assets changedP•••••• P••• o• E• A• I••••• A•••••••• L••• total assets $25M -> $0 (-100.0%, 2023-12-31 to 2024-07-31)
- Dec 31, 2023Assets changedP•••••• P••• o• E• A• I••••• A•••••••• L••• total assets $38M -> $25M (-34.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedP•••••• P••• o• E• A• I••••• A•••••••• L••• funded ratio 133.1% -> 101.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• o• E• A• I••••• A•••••••• L••• plan assets $53M -> $38M (-28.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131626747-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.