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

United Way of Central Ia Retirement Plan

Corporate pensionDES Moines, IA
Assets
n/a
Total assets, Nov 30, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
3
none on the tape
Plan sponsor: United Way of Central Iowa
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Insurance company general account 1.6%
  • Pooled separate accounts 98.4%
Consultants and advisers
3 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
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$23.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$25.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$371,470 heldDisclosed holdingaskebsa.dol.gov
Size and funding
13 readings
Total assets
$0 Nov 30, 2023 reported Form 5500
$50.2M (2022-12)
Net assets
$0 Nov 30, 2023 reported Form 5500
$50.2M (2022-12)
Participants
370 Jan 1, 2023 reported Form 5500
714 (2022-01)
Contributions
$0 Nov 30, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$50.9M Nov 30, 2023 reported Form 5500
$3.4M (2022-12)
Net investment income
$-50.2M Nov 30, 2023 reported Form 5500
$-18.6M (2022-12)
Investment management fees
$79,347 Nov 30, 2023 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 2023370n/an/an/a$0n/an/an/a
2022 to Dec 31, 2022714n/an/an/a$50.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $58,404 PY2023
  • BCG Pension Risk codes 27 50 $56,250 PY2023
  • Faegre Drinker Biddle & codes 29 50 $41,940 PY2023
  • Principal Global Investors LLC codes 27 50 $19,898 PY2023
  • Bergan Kdv codes 10 50 $11,200 PY2023
  • CAP Financial Partners,l codes 27 50 99 $3,199 PY2023
  • Prin Ldi Ext Dur Sep Acct-R6 Sched. D P PY2023
  • Prin Liquid Assets Sep Acct-R6 Sched. D P PY2023
  • Prin Ldi Long Duration Sa-R6 Sched. D P PY2023
  • Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P PY2023
  • Principal Life Insurance Company codes 13 50 64 $266,232 PY2022
  • Faegre Drinker Biddle codes 29 50 $29,435 PY2022
  • Bergan Kdv codes 10 50 $20,510 PY2022
  • BCG Pension Risk Consult codes 13 50 $18,750 PY2022
  • Capfinancial Partners LLC codes 27 99 PY2022
  • Prin Ldi Long Duration Sa-R6 Sched. D P $23.3M PY2022
  • Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P $25.7M PY2022
  • Prin Ldi Ext Dur Sep Acct-R6 Sched. D P $371,470 PY2022
What changed
3 events
  • Dec 31, 2023Consultant changedinference
    BCG Pension Risk appears on United Way of Central Ia Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with HUB Internationalaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Principal Global Investors LLC appears on United Way of Central Ia Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Nov 30, 2023Assets changed
    United Way of Central Ia Retirement Plan total assets $50M -> $0 (-100.0%, 2022-12-31 to 2023-11-30)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420680425-333
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.