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
Ziply Fiber Pension Plan
Corporate pensionKirkland, WA
Assets
$126M
Total assets, Dec 31, 2024 reported
Funded
98.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Ziply Fiber
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.9%
- Registered investment companies 93.0%
Consultants and advisers
3 firms
- Mondress Monaco Parr Lockwood PLLC General consultantthrough Dec 31, 2024 Form 5500
- Charles Schwab Trust Bank Custodianthrough Dec 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- USI Advisors, Incplan years 2022
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
32 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 Dec 31, 2024 | 621 | $120M | $116M | 98.2% | $126M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 666 | $119M | $122M | 92.2% | $121M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 691 | $150M | $140M | 99.6% | $119M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman, Inc. codes 11 49 50 $199,273 PY2024
- USI Advisors, Inc codes 28 50 $84,000 PY2024
- Mondress Monaco Parr Lockwood PLLC codes 16 50 $5,130 PY2024
- Charles Schwab Trust Bank codes 18 19 25 50 52 59 62 $4,910 PY2024
- Charles Schwab & Co., Inc. codes 59 PY2024
- Milliman Inc. codes 11 PY2024
- Milliman, Inc. codes 11 49 50 $197,711 PY2023
- USI Advisors, Inc codes 28 50 $84,000 PY2023
- Charles Schwab Trust Bank codes 18 19 25 50 52 59 62 $5,016 PY2023
- Charles Schwab & Co., Inc. codes 59 PY2023
- Milliman Inc. codes 11 PY2023
- Milliman, Inc. codes 11 49 50 $194,273 PY2022
- USI Advisors, Inc codes 28 50 $84,000 PY2022
- Mondress Monaco Parr Lockwood PLLC codes 29 50 $36,770 PY2022
- Milliman Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceMondress Monaco Parr Lockwood PLLC appears on Ziply Fiber Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Mondress Monaco Parr Lockwood PLLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedZiply Fiber Pension Plan funded ratio 92.2% -> 98.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedZiply Fiber Pension Plan funded ratio 99.6% -> 92.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedZiply Fiber Pension Plan plan assets $150M -> $119M (-20.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 845103010-001
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.