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
Savings Bank of Danbury Trusteed Pension Plan
Corporate pensionDanbury, CT
Assets
$36.0M
Total assets, Dec 31, 2024 reported
Funded
127.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Ives Bank
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
2 firms
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2024 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
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Allspringplan years 2022
- Massachusetts Mutual Life Insurance Companyplan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massachusetts Mutual Life Insurance Company | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual US Govt Mny Mkt R5separate account | Massachusetts Mutual Life Insurance Company | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual US Govt Mny Mkt R5separate account | Massachusetts Mutual Life Insurance Company | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 149 | $33.5M | $22.6M | 127.3% | $36.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 150 | $29.9M | $22.6M | 114.2% | $33.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 152 | $37.4M | $21.8M | 148.5% | $29.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fiducient Advisors LLC codes 27 $11,250 PY2024
- Empower Annuity Insurance Company codes 64 PY2024
- Massmutual Blue Chip Growth Adm Sched. D P $3.1M PY2024
- Massmutual Diversified Value Adm Sched. D P $3.0M PY2024
- Massmutual Small Cap Gr Eq Adm Sched. D P $1.5M PY2024
- Massmutual Overseas Adm Sched. D P $2.4M PY2024
- Wells Fargo Special Mid Cap Value a Sched. D P $1.5M PY2024
- Massmutual Short Duration Bd Adm Sched. D P $4.8M PY2024
- Massmutual Disciplined Value Svc Sched. D P $3.0M PY2024
- Massmutual Mid Cap Growth Adm Sched. D P $1.5M PY2024
- Massmutual Small Company Val Adm Sched. D P $1.5M PY2024
- Massmutual Core Bond Adm Sched. D P $10.8M PY2024
- Milliman, Inc. codes 11 PY2024
- Empower Annuity Insurance Company codes 64 PY2023
- Massmutual Blue Chip Growth Adm Sched. D P $2.8M PY2023
- Wells Fargo Special Mid Cap Value a Sched. D P $1.3M PY2023
- Massmutual Growth Opps Adm Sched. D P $2.8M PY2023
- Massmutual Fundamental Value Adm Sched. D P $2.8M PY2023
- Massmutual Small Cap Gr Eq Adm Sched. D P $1.3M PY2023
- Massmutual Overseas Adm Sched. D P $2.3M PY2023
- Massmutual Mid Cap Growth Adm Sched. D P $1.3M PY2023
- Massmutual Small Company Val Adm Sched. D P $1.4M PY2023
- Massmutual Core Bond Adm Sched. D P $10.2M PY2023
- Massmutual Short Duration Bd Adm Sched. D P $4.5M PY2023
- Massmutual Disciplined Value Svc Sched. D P $2.7M PY2023
- Milliman, Inc. codes 11 PY2023
- Empower Annuity Insurance Company codes 52 60 62 68 72 PY2022
- MML Investors Services Inc codes 53 PY2022
- Allspring codes 52 PY2022
- Massmutual Small Cap Gr Eq Adm Sched. D P $1.3M PY2022
- Massmutual Overseas Adm Sched. D P $2.3M PY2022
- Massmutual Mid Cap Growth Adm Sched. D P $1.2M PY2022
- Massmutual Small Company Val Adm Sched. D P $1.3M PY2022
- Massmutual Core Bond Adm Sched. D P $8.8M PY2022
- Massmutual Short Duration Bd Adm Sched. D P $4.0M PY2022
- Massmutual Disciplined Value Svc Sched. D P $2.6M PY2022
- Massmutual Blue Chip Growth Adm Sched. D P $2.3M PY2022
- Wells Fargo Special Mid Cap Value a Sched. D P $1.3M PY2022
- Massmutual Growth Opps Adm Sched. D P $2.2M PY2022
- Massmutual Fundamental Value Adm Sched. D P $2.6M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceFiducient Advisors LLC appears on Savings Bank of Danbury Trusteed Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Fiducient Advisors LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedSavings Bank of Danbury Trusteed Pension Plan funded ratio 114.2% -> 127.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSavings Bank of Danbury Trusteed Pension Plan plan assets $30M -> $33M (+11.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSavings Bank of Danbury Trusteed Pension Plan total assets $30M -> $33M (+11.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSavings Bank of Danbury Trusteed Pension Plan funded ratio 148.5% -> 114.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSavings Bank of Danbury Trusteed Pension Plan plan assets $37M -> $30M (-19.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 863388610-001
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.