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

Superior Refining Company Defined Benefit Pension Plan

Corporate pensionLima, OH
Assets
$20.5M
Total assets, Dec 31, 2024 reported
Funded
105.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
27
none on the tape
Plan sponsor: Superior Refining Company LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Other investments 2.4%
  • Common/collective trusts 96.9%
Consultants and advisers
1 firms
  • Mercer 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
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer Emerging Markets Equity Portcollective trustMercerPublic equity$196,832 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Passive Long Credit Fixed incollective trustMercerPrivate credit$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Passive Long Government Fixecollective trustMercerPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercerPublic equity$441,860 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Opportunistic Fixed Incomecollective trustMercerHedge / diversifiers$213,476 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Large Cap Core Passive Eqcollective trustMercerPublic equity$983,672 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Small/mid Cap Equity Portcollective trustMercerPublic equity$155,458 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Global Low Volatility Equitycollective trustMercerPublic equity$76,984 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Active Intermediate Credit Fcollective trustMercerPrivate credit$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Emerging Markets Equity Portcollective trustMercerPublic equity$433,830 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Passive Long Credit Fixed incollective trustMercerPrivate credit$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Passive Long Government Fixecollective trustMercerPooled vehicles$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Non-Us Core Equity Portfoliocollective trustMercerPublic equity$807,987 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Opportunistic Fixed Incomecollective trustMercerHedge / diversifiers$324,949 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Large Cap Core Passive Eqcollective trustMercerPublic equity$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer US Small/mid Cap Equity Portcollective trustMercerPublic equity$298,291 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Global Low Volatility Equitycollective trustMercerPublic equity$363,300 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mercer Active Intermediate Credit Fcollective trustMercerPrivate credit$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Emerging Markets Equity Portcollective trustMercerPublic equity$954,906 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Passive Long Credit Fixed incollective trustMercerPrivate credit$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Passive Long Government Fixecollective trustMercerPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Non-Us Core Equity Portfoliocollective trustMercerPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Opportunistic Fixed Incomecollective trustMercerHedge / diversifiers$767,440 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Large Cap Core Passive Eqcollective trustMercerPublic equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer US Small/mid Cap Equity Portcollective trustMercerPublic equity$656,634 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Global Low Volatility Equitycollective trustMercerPublic equity$838,273 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mercer Active Intermediate Credit Fcollective trustMercerPrivate credit$1.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$20.5M Dec 31, 2024 reported Form 5500
$21.8M (2023-12) · $21.0M (2022-12)
Plan assets
$21.8M Jan 1, 2024 reported Form 5500
$20.9M (2023-01) · $25.3M (2022-01)
Net assets
$20.5M Dec 31, 2024 reported Form 5500
$21.8M (2023-12) · $21.0M (2022-12)
Funded ratio
105.8% Jan 1, 2024 reported Form 5500
98.8% (2023-01) · 114.8% (2022-01)
Funding target
$20.6M Jan 1, 2024 reported Form 5500
$21.2M (2023-01) · $21.0M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 5.37% (2022-01)
Participants
201 Jan 1, 2024 reported Form 5500
201 (2023-01) · 204 (2022-01)
Contributions
$23,204 Dec 31, 2024 reported Form 5500
$24,800 (2023-12) · $2.6M (2022-12)
Benefits paid
$1.5M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.5M (2022-12)
Net investment income
$-1.3M Dec 31, 2024 reported Form 5500
$818,970 (2023-12) · $-4.3M (2022-12)
Investment management fees
$32 Dec 31, 2024 reported Form 5500
$0 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024201$21.8M$20.6M105.8%$20.5Mn/an/an/a
2023 to Dec 31, 2023201$20.9M$21.2M98.8%$21.8Mn/an/an/a
2022 to Dec 31, 2022204$25.3M$21.0M114.8%$21.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer Active Inter Cr Fixed Income Sched. D C $7.5M PY2024
  • Mercer Emrg Markets Equity Sched. D C $196,832 PY2024
  • Mercer Lng Dur Inv Grd Crdt Sched. D C $5.5M PY2024
  • Mercer Lng Dur Pass Fxd Inc Sched. D C $4.9M PY2024
  • Mercer Non-Us Core Equity Sched. D C $441,860 PY2024
  • Mercer Opp Fixed Income Sched. D C $213,476 PY2024
  • Mercer US Large Cap Pass Eq Sched. D C $983,672 PY2024
  • Mercer US Small/mid Cap Equity Sched. D C $155,458 PY2024
  • Mercer Global Low Vol Eq Sched. D C $76,984 PY2024
  • Mercer codes 11 PY2024
  • Mercer Opp Fixed Income Sched. D C $324,949 PY2023
  • Mercer Emrg Markets Equity Sched. D C $433,830 PY2023
  • Mercer Lng Dur Inv Grd Crdt Sched. D C $5.8M PY2023
  • Mercer Lng Dur Pass Fxd Inc Sched. D C $5.6M PY2023
  • Mercer Non-Us Core Equity Sched. D C $807,987 PY2023
  • Mercer US Large Cap Pass Eq Sched. D C $1.0M PY2023
  • Mercer US Small/mid Cap Equity Sched. D C $298,291 PY2023
  • Mercer Global Low Vol Eq Sched. D C $363,300 PY2023
  • Mercer Active Inter Cr Fixed Income Sched. D C $7.0M PY2023
  • Mercer codes 11 PY2023
  • Mercer Emrg Markets Equity Sched. D C $954,906 PY2022
  • Mercer Lng Dur Inv Grd Crdt Sched. D C $7.6M PY2022
  • Mercer Lng Dur Pass Fxd Inc Sched. D C $2.1M PY2022
  • Mercer Non-Us Core Equity Sched. D C $1.6M PY2022
  • Mercer Opp Fixed Income Sched. D C $767,440 PY2022
  • Mercer Global Low Vol Eq Sched. D C $838,273 PY2022
  • Mercer Active Inter Cr Fixed Income Sched. D C $1.2M PY2022
  • Mercer US Large Cap Pass Eq Sched. D C $2.6M PY2022
  • Mercer US Small/mid Cap Equity Sched. D C $656,634 PY2022
  • Mercer codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    Superior Refining Company Defined Benefit Pension Plan funded ratio 98.8% -> 105.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Superior Refining Company Defined Benefit Pension Plan funded ratio 114.8% -> 98.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Superior Refining Company Defined Benefit Pension Plan plan assets $25M -> $21M (-17.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 800744653-300
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.