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
Shaklee Corporation Pension Plan
Corporate pensionMiami, FL
Assets
$13.8M
Total assets, Dec 31, 2024 reported
Funded
73.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Shaklee Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.5%
- U.S. Government securities 5.5%
- Registered investment companies 87.7%
Consultants and advisers
4 firms
- Morgan Stanley Investment adviser (plan)through Dec 31, 2022 Form 5500
- Gallagher Fiduciary Advisors Actuarythrough Dec 31, 2022 Form 5500
- First State Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough 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
$54,116 (2023-12) · $44,029 (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 | 222 | $13.4M | $19.4M | 73.2% | $13.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 229 | $13.4M | $19.8M | 74.3% | $13.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 231 | $16.3M | $20.0M | 81.4% | $13.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Gallagher Benefit Services codes 11 $123,240 PY2024
- Morgan Stanley codes 27 $73,183 PY2024
- Withum Smith Brown, PC codes 10 $19,095 PY2024
- Moss Adams LLP codes 10 $15,300 PY2024
- First State Trust Compan codes 12 21 50 62 63 72 $11,388 PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Gallagher Benefit Services codes 11 $114,617 PY2023
- Morgan Stanley codes 27 $54,116 PY2023
- First State Trust Company codes 12 21 50 62 63 72 $11,590 PY2023
- Withum Smith Brown, PC codes 10 $5,680 PY2023
- Gallagher Benefit Services, Inc. codes 11 PY2023
- Gallagher Benefit Services codes 11 $90,747 PY2022
- Morgan Stanley codes 27 $44,029 PY2022
- Withum Smith Brown, PC codes 10 $14,560 PY2022
- First State Trust Company codes 12 21 50 62 63 72 $5,212 PY2022
- Gallagher Benefit Services, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedShaklee Corporation Pension Plan funded ratio 81.4% -> 74.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedShaklee Corporation Pension Plan plan assets $16M -> $13M (-17.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 943389365-002
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.