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.
unclassified
The Philadelphia Trust Co.
unclassifiedPA
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- Local 837 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
15 rows, $863,965 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Plumbers Local 9 Pension Plan | 2024 | 28 | NONE | $33,407 |
| Steamfitters Local #449 Pension Plan | 2024 | 28 | NONE | $29,431 |
| Local 837 Pension Plan | 2024 | 27 51 | NONE | $17,022 |
| Iron Workers Pension Plan | 2024 | 28 51 | NONE | $15,029 |
| Plumbers Local 9 Pension Plan | 2023 | 28 | NONE | $148,226 |
| Pension Plan of Independence Blue Cross | 2023 | 28 50 51 | NONE | $94,159 |
| Steamfitters Local #449 Pension Plan | 2023 | 28 | NONE | $30,236 |
| Iron Workers Pension Plan | 2023 | 28 51 | NONE | $15,233 |
| Local 837 Pension Plan | 2023 | 27 51 | NONE | $14,823 |
| Pension Plan of Independence Blue Cross | 2022 | 28 50 51 | NONE | $221,201 |
| Plumbers Local 9 Pension Plan | 2022 | 28 | NONE | $123,607 |
| Steamfitters Local Union No. 420 Pension Plan | 2022 | 28 | NONE | $57,434 |
| Steamfitters Local #449 Pension Plan | 2022 | 28 | NONE | $27,350 |
| Iron Workers Pension Plan | 2022 | 28 51 | NONE | $20,236 |
| Local 837 Pension Plan | 2022 | 27 51 | NONE | $16,571 |
What changed
- Philadelphia Trust Company no longer appears on Pension Plan of Independence Blue Cross's Schedule C as investment manager (plan year 2024 vs 2023)with The Philadelphia Trust Co.askebsa.dol.gov
- The Philadelphia Trust Company no longer appears on Steamfitters Local Union No. 420 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with The Philadelphia Trust Co.askebsa.dol.gov