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
The Gonnella Pension Plan
Corporate pensionSchaumburg, IL
Assets
n/a
Total assets, Nov 30, 2024 reported
Funded
97.7%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Gonnella Baking Company
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 52.9%
- U.S. Government securities 20.0%
- Registered investment companies 25.1%
- Common stock 0.0%
Consultants and advisers
3 firms
- Deloitte Consulting LLP General consultantActuarythrough Nov 30, 2024 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500
- First State Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barneyplan years 2022
- SLC Managementplan 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
29 readings
Investment management fees
$222,148 (2023-12) · $237,951 (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 Nov 30, 2024 | 342 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 353 | $57.4M | $51.7M | 97.7% | $59.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 354 | $75.2M | $50.3M | 119.0% | $57.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting LLC codes 11 $206,712 PY2024
- SLC Management codes 28 $56,058 PY2024
- Morgan Stanley Smith Barney codes 28 $47,500 PY2024
- Deloitte Consulting LLP codes 10 16 $24,780 PY2024
- First State Trust Company codes 25 $21,694 PY2024
- BMO Harris Bank N.A. codes 29 $14,633 PY2024
- SLC Management codes 28 $114,099 PY2023
- Morgan Stanley Smith Barney codes 28 $108,049 PY2023
- October Three Consulting LLC codes 11 $40,994 PY2023
- First State Trust Co codes 25 $21,323 PY2023
- Deloitte Consulting LLP codes 11 PY2023
- SLC Management codes 28 $120,042 PY2022
- Morgan Stanley Smith Barney codes 28 $117,909 PY2022
- October Three Consulting LLC codes 11 $29,989 PY2022
- First State Trust Co codes 25 $23,322 PY2022
- Deloitte Consulting LLP codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceDeloitte Consulting LLP appears on The Gonnella Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Deloitte Consulting LLPaskebsa.dol.gov
- Nov 30, 2024Assets changedThe Gonnella Pension Plan total assets $59M -> $0 (-100.0%, 2023-12-31 to 2024-11-30)
- Jan 1, 2023Funded status changedThe Gonnella Pension Plan funded ratio 119.0% -> 97.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Gonnella Pension Plan plan assets $75M -> $57M (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361143800-001
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.