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
Newtown Savings Bank Defined Benefit Pension Plan
Corporate pensionNewtown, CT
Assets
$10.9M
Total assets, Sep 30, 2025 reported
Funded
83.5%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Newtown Savings Bank
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- Corporate debt instruments (other) 37.0%
- Corporate debt instruments (preferred) 46.0%
- U.S. Government securities 12.6%
Consultants and advisers
3 firms
- Bank of America Trusteethrough Sep 30, 2023 Form 5500
- Hooker & Holcombe Inc Actuarythrough Sep 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Sep 30, 2023 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
31 readings
Net investment income
$-425,709 (2024-09) · $-454,081 (2023-09)
Investment management fees
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 Sep 30, 2025 | 150 | $11.6M | $9.3M | 83.5% | $10.9M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 155 | $12.0M | $10.5M | 97.5% | $11.6M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 158 | $12.4M | $10.3M | 105.7% | $12.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bank of America codes 21 $44,413 PY2024
- USI Consulting Group, Inc codes 11 $24,225 PY2024
- Wolf & Company, P.C. codes 10 $16,750 PY2024
- USI Consulting Group codes 11 PY2024
- Bank of America codes 21 $45,220 PY2023
- USI Consulting Group, Inc codes 11 $20,800 PY2023
- USI Consulting Group codes 11 PY2023
- Bank of America codes 21 $52,293 PY2022
- Hooker & Holcombe, Inc. codes 11 $14,885 PY2022
- USI Consulting Group codes 11 PY2022
What changed
2 events
- Oct 1, 2024Funded status changedNewtown Savings Bank Defined Benefit Pension Plan funded ratio 97.5% -> 83.5% (2023-10-01 to 2024-10-01)
- Oct 1, 2023Funded status changedNewtown Savings Bank Defined Benefit Pension Plan funded ratio 105.7% -> 97.5% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060472240-001
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.