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
KEY Bank
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
7 allocators
- I.B.E.W. Local 38 Pension Plan Custodianthrough Apr 30, 2024
- Ibew Local No. 236 Pension Plan Custodianthrough Jun 30, 2023
- Retirement Income Plan for Grandview Hospital and Medical Center Trusteethrough Dec 31, 2022
- Little Falls Hospital Employee Retirement Plan Custodianthrough Dec 31, 2022
- Park Ohio Industries and Subsidiaries Pension Plan Custodianthrough Dec 31, 2022
- Tribal Casino Gaming Enterprise Retirement Plan Custodianthrough Dec 31, 2022
- Alaska Electrical Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
12 rows, $645,221 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Little Falls Hospital Employee Retirement Plan | 2024 | 19 20 | NONE | $65,256 |
| Tribal Casino Gaming Enterprise Retirement Plan | 2024 | 13 19 21 99 | NONE | $27,847 |
| Ibew Local No. 236 Pension Plan | 2023 | 19 59 | NONE | $173,614 |
| Little Falls Hospital Employee Retirement Plan | 2023 | 19 20 | NONE | $62,288 |
| Tribal Casino Gaming Enterprise Retirement Plan | 2023 | 13 19 21 99 | NONE | $24,274 |
| I.B.E.W. Local 38 Pension Plan | 2023 | 19 28 | INVESTMENT CUSTODIAN | $9,362 |
| Ibew Local No. 236 Pension Plan | 2022 | 19 59 | NONE | $154,558 |
| Little Falls Hospital Employee Retirement Plan | 2022 | 19 20 | NONE | $68,944 |
| Tribal Casino Gaming Enterprise Retirement Plan | 2022 | 13 19 21 99 | NONE | $24,385 |
| Retirement Income Plan for Grandview Hospital and Medical Center | 2022 | 13 21 99 | TRUSTEE | $18,479 |
| Alaska Electrical Pension Plan | 2022 | 21 50 | NONE | $16,214 |
| Park Ohio Industries and Subsidiaries Pension Plan | 2022 | 10 13 19 21 99 | ADMINISTRATOR |
What changed
- KEY Bank no longer appears on I.B.E.W. Local 38 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with KEY Bankaskebsa.dol.gov
- KEY Bank appears on I.B.E.W. Local 38 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with KEY Bankaskebsa.dol.gov