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
Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities
Corporate pensionTucson, AZ
Assets
$29.7M
Total assets, Dec 31, 2024 reported
Funded
116.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Commission on Accreditation of Rehabilitation Facilities
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 20.5%
- Registered investment companies 79.5%
Consultants and advisers
3 firms
- Global Retirement Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wealthplan Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
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
- Principal9 rows, latest Dec 31, 2024
Commitments
9 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 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $179,488 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Diversified Intl Sa-Zseparate account | Principal | Hedge / diversifiers | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $155,051 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Diversified Intl Sa-Zseparate account | Principal | Hedge / diversifiers | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $143,761 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Diversified Intl Sa-Zseparate account | Principal | Hedge / diversifiers | $3.5M 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 | 154 | $26.7M | $17.3M | 116.8% | $29.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 141 | $23.4M | $15.5M | 113.6% | $26.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 136 | $28.4M | $14.4M | 149.9% | $23.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $95,892 PY2024
- Global Retirement Partners LLC codes 27 99 PY2024
- Principal U.S. Property Sa-Z Sched. D P $1.5M PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $179,488 PY2024
- Prin Diversified Intl Sa-Z Sched. D P $4.4M PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $88,542 PY2023
- Global Retirement Partners LLC codes 27 99 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $155,051 PY2023
- Principal U.S. Property Sa-Z Sched. D P $1.3M PY2023
- Prin Diversified Intl Sa-Z Sched. D P $4.1M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $88,692 PY2022
- Global Retirement Partners LLC codes 27 99 PY2022
- Wealthplan Advisors LLC codes 27 99 PY2022
- Prin Diversified Intl Sa-Z Sched. D P $3.5M PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $143,761 PY2022
- Principal U.S. Property Sa-Z Sched. D P $1.2M PY2022
- Principal Financial Group codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedEmployee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities total assets $27M -> $30M (+11.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedEmployee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities funded ratio 113.6% -> 116.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedEmployee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities plan assets $23M -> $27M (+14.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceWealthplan Advisors LLC no longer appears on Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wealthplan Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedEmployee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities total assets $23M -> $27M (+14.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEmployee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities funded ratio 149.9% -> 113.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities plan assets $28M -> $23M (-17.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366149979-001
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.