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

Pacific Resources Benefit

unclassified
Advisory clients on the tape
21
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
21 allocators
Schedule C rows
35 rows, $2.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute202416NONE$169,742
Sutter Health Retirement Plan202417 50NONE$82,490
The Boeing Company Employee Retirement Plan202416SERVICE PROVIDER$64,551
The Pension Value Plan for Employees of the Boeing Company202416SERVICE PROVIDER$64,509
Target Corporation Pension Plan202416 50CONSULTANT$47,600
Avient Merged Pension Plan202416NONE$44,646
Cummins Pension Plan202416 50NONE KNOWN$25,766
Boeing North American Retirement Plan202416SERVICE PROVIDER$15,956
Employee Retirement Income Plan - Hourly West202416SERVICE PROVIDER$10,495
Employee Retirement Income Plan - Hourly East202416SERVICE PROVIDER$6,866
Saint-Gobain Retirement Income Plan202316 50NONE KNOWN$251,788
Cummins Pension Plan202316 50NONE KNOWN$105,524
The Boeing Company Employee Retirement Plan202316SERVICE PROVIDER$81,309
The Pension Value Plan for Employees of the Boeing Company202316SERVICE PROVIDER$80,332
Kpmg Pension Plan202317 50NONE$58,237
Boeing North American Retirement Plan202316SERVICE PROVIDER$22,414
Exelon Corporation Retirement Program202316 70CONSULTANT$18,633
Employee Retirement Income Plan - Hourly West202316SERVICE PROVIDER$13,624
Kpmg Partner Pension Plan202317 50NONE$9,992
Employee Retirement Income Plan - Hourly East202316SERVICE PROVIDER$8,727
Pepco Holdings LLC Retirement Plan202316 70CONSULTANT$7,898
Saint-Gobain Retirement Income Plan202216 50NONE KNOWN$370,000
The Pension Value Plan for Employees of the Boeing Company202216SERVICE PROVIDER$299,018
Kpmg Pension Plan202217 50NONE$210,734
BSS Retirement Plan for Bargained Employees202216SERVICE PROVIDER$162,376
The Boeing Company Employee Retirement Plan202216SERVICE PROVIDER$104,488
Non-Contributory Retirement Plan202216SERVICE PROVIDER$75,458
Boeing North American Retirement Plan202216SERVICE PROVIDER$68,864
Continental Graphics Employee Pension Plan202216SERVICE PROVIDER$65,150
BSS Retirement Plan202216SERVICE PROVIDER$65,028
Employee Retirement Income Plan - Hourly East202216SERVICE PROVIDER$59,826
Cummins Pension Plan202216 50NONE KNOWN$50,640
Sprint Retirement Pension Plan202217 50NONE$33,258
Kpmg Partner Pension Plan202217 50NONE$13,352
Advocate Aurora Health Pension Plan202217 50NONE$7,252
What changed
  • Dec 31, 2024Consultant changedinferencePension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute
    Strategic Non-Medical Solutions appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as general consultant (plan year 2024 vs 2023)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceTarget Corporation Pension Plan
    Herron Palmer appears on Target Corporation Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferencePepco Holdings LLC Retirement Plan
    Pacific Resources Benefits Advisors no longer appears on Pepco Holdings LLC Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceExelon Corporation Retirement Program
    Pacific Resources Benefits Advisors no longer appears on Exelon Corporation Retirement Program's Schedule C as general consultant (plan year 2024 vs 2023)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceSutter Health Retirement Plan
    Herronpalmer appears on Sutter Health Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceKpmg Pension Plan
    Herron Palmer no longer appears on Kpmg Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceKpmg Partner Pension Plan
    Herron Palmer no longer appears on Kpmg Partner Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceSprint Retirement Pension Plan
    Herronpalmer LLC no longer appears on Sprint Retirement Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferencePepco Holdings LLC Retirement Plan
    Pacific Resources Benefits Advisors appears on Pepco Holdings LLC Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceBSS Retirement Plan for Bargained Employees
    Herronpalmer no longer appears on BSS Retirement Plan for Bargained Employees's Schedule C as general consultant (plan year 2023 vs 2022)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceAdvocate Aurora Health Pension Plan
    Herronpalmer LLC no longer appears on Advocate Aurora Health Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceExelon Corporation Retirement Program
    Pacific Resources Benefits Advisors appears on Exelon Corporation Retirement Program's Schedule C as general consultant (plan year 2023 vs 2022)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceEmployee Retirement Income Plan - Hourly West
    Herronpalmer appears on Employee Retirement Income Plan - Hourly West's Schedule C as general consultant (plan year 2023 vs 2022)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceNon-Contributory Retirement Plan
    Herronpalmer no longer appears on Non-Contributory Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceBSS Retirement Plan
    Herronpalmer no longer appears on BSS Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceContinental Graphics Employee Pension Plan
    Herronpalmer no longer appears on Continental Graphics Employee Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Pacific Resources Benefitaskebsa.dol.gov