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
Amalgamated Pension-Disability Plan
Corporate pensionJacksonville, FL
Assets
$75.6M
Total assets, Dec 31, 2024 reported
Funded
92.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: JAX Transit Management Corp.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.8%
- U.S. Government securities 3.7%
- Other investments 16.4%
- Registered investment companies 47.3%
- Common stock 26.7%
Consultants and advisers
3 firms
- Raymond James & Associates, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Capital Benefit Consultants, LLC Actuarythrough Dec 31, 2022 Form 5500
- Reliance Trust Company 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
33 readings
Investment management fees
$144,661 (2023-12) · $147,820 (2022-12)
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 | 835 | $63.2M | $68.1M | 92.4% | $75.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 803 | $55.9M | $64.9M | 85.9% | $63.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 763 | $61.8M | $60.4M | 101.9% | $56.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Capital Benefit Consultants, LLC codes 11 14 $180,138 PY2024
- Raymond James codes 16 19 27 50 51 $157,109 PY2024
- Gray Robinson codes 29 $52,301 PY2024
- Reliance Trust Company codes 21 25 58 62 $31,136 PY2024
- Capital Benefit Consultants, LLC codes 11 PY2024
- Capital Benefit Consultants, LLC codes 11 14 $238,958 PY2023
- Raymond James codes 16 19 27 50 51 $144,611 PY2023
- Gray Robinson codes 29 $80,986 PY2023
- Reliance Trust Company codes 21 25 58 62 $27,484 PY2023
- Capital Benefit Consultants, LLC codes 11 PY2023
- Capital Benefit Consultants codes 11 14 $207,028 PY2022
- Raymond James codes 16 19 27 50 51 $147,820 PY2022
- Gray Robinson codes 29 $105,946 PY2022
- Reliance Trust Company codes 21 25 58 62 $35,785 PY2022
- Capital Benefit Consultants, LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedAmalgamated Pension-Disability Plan total assets $63M -> $76M (+19.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAmalgamated Pension-Disability Plan funded ratio 85.9% -> 92.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAmalgamated Pension-Disability Plan plan assets $56M -> $63M (+13.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedAmalgamated Pension-Disability Plan total assets $56M -> $63M (+12.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAmalgamated Pension-Disability Plan funded ratio 101.9% -> 85.9% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 593041602-004
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.