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
Segal Select Insurance Services
unclassifiedMI
Advisory clients on the tape
2
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
2 allocators
- Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan General consultantthrough May 31, 2024 Form 5500
- BAY Area Painters & Tapers Pension Trust Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
5 allocators
- Carpenters' Pension Trust Fund - Detroit and Vicinity Actuarythrough Apr 30, 2024
- Minneapolis Retail Meat Cutters and Food Handlers Pension Fund Custodianthrough Feb 28, 2023
- Massachusetts Service Employees' Pension Fund Actuarythrough Dec 31, 2022
- 32bj Connecticut Pension Fund Actuarythrough Dec 31, 2022
- 32bj North Pension Fund Actuarythrough Dec 31, 2022
Schedule C rows
11 rows, $908,599 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Carpenters' Pension Trust Fund - Detroit and Vicinity | 2024 | 11 19 27 28 31 33 50 51 | NONE | $312,666 |
| Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan | 2024 | 16 22 53 | NONE | $64,177 |
| Metal Trades Branch Local 638 Pension Fund | 2024 | 23 51 | NONE | $29,245 |
| Iuoe Stationary Engineers Local 39 Pension Plan | 2024 | 52 | NONE | |
| Carpenters' Pension Trust Fund - Detroit and Vicinity | 2023 | 11 19 27 28 31 33 50 51 | NONE | $360,281 |
| Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan | 2023 | 16 22 53 | NONE | $65,730 |
| Minneapolis Retail Meat Cutters and Food Handlers Pension Fund | 2022 | 19 53 | NONE | $76,500 |
| 32bj Connecticut Pension Fund | 2022 | 11 50 | NONE | |
| BAY Area Painters & Tapers Pension Trust | 2022 | 17 53 | NONE | |
| 32bj North Pension Fund | 2022 | 11 50 | NONE | |
| Massachusetts Service Employees' Pension Fund | 2022 | 11 50 | NONE |
What changed
- Segal Select Insurance Services no longer appears on BAY Area Painters & Tapers Pension Trust's Schedule C as pension consultant (plan year 2023 vs 2022)with Segal Select Insurance Servicesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePlumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension PlanSegal Select Insurance Services Inc appears on Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Segal Select Insurance Servicesaskebsa.dol.gov
- Segal Select Insurance Services appears on Carpenters' Pension Trust Fund - Detroit and Vicinity's Schedule C as investment manager (plan year 2023 vs 2022)with Segal Select Insurance Servicesaskebsa.dol.gov