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

Summit Actuarial Services

unclassified
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
Other roles
20 allocators
Schedule C rows
112 rows, $2.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Local 1430 I.B.E.W. Pension Fund202511NONE$10,000
Local 1430 I.B.E.W. Pension Fund202511enrolled actuary
Pension Fund Local 445202411 51NONE$89,400
Teamsters Local 641 Pension Fund202411 50NONE$62,750
Construction & General Laborers' Local 190 Pension Fund202411NONE$48,900
I.B.E.W. Local Union No. 90 Pension Fund202411 17 70NONE$47,500
Laborers' Local #157 Pension Fund202411NONE$40,000
Local 338 Retirement Fund202411 50NONE$40,000
Laborers' Local No. 17 Pension Fund202411NONE$36,175
Local 68 Engineers Union Pension Plan202411NONE$35,250
Local 351 Ibew Pension Plan202411NONE$30,100
Union Mutual Fund Pension Plan202411 50NONE$28,000
Local 305 Cio Pension Fund202411 50NONE$26,625
I.B.E.W. Local 456 Pension Plan202411 50NONE$26,125
Composition Roofers Local #4 Pension Plan202411 51NONE$24,168
Local 1922 Pension Fund202411 50NONE$20,000
Plumbers & Steamfitters Pension Fund Local Union 373202416 50NONE$15,750
Local 298 Pension Fund202411NONE$14,342
Graphic Arts Local 62b Industry Pension Plan202411NONE$13,500
Local 1783 I.B.E.W. Pension Fund202411 50NONE$13,000
Local 1430 I.B.E.W. Pension Fund202411 50NONE$7,500
Local 2066 Pension Fund202411NONE$7,000
Teamsters Local 641 Pension Fund202411enrolled actuary
Union Mutual Fund Pension Plan202411enrolled actuary
Graphic Arts Local 62b Industry Pension Plan202411enrolled actuary
Local 2066 Pension Fund202411enrolled actuary
Local 298 Pension Fund202411enrolled actuary
Joint Pension Fund Local Union Ibew202411enrolled actuary
Local 338 Retirement Fund202411enrolled actuary
I.B.E.W. Local Union No. 90 Pension Fund202411enrolled actuary
Construction & General Laborers' Local 190 Pension Fund202411enrolled actuary
Local 68 Engineers Union Pension Plan202411enrolled actuary
Local 1430 I.B.E.W. Pension Fund202411enrolled actuary
Local 1922 Pension Fund202411enrolled actuary
Laborers' Local #157 Pension Fund202411enrolled actuary
Composition Roofers Local #4 Pension Plan202411enrolled actuary
Pension Fund Local 445202411enrolled actuary
Laborers' Local No. 17 Pension Fund202411enrolled actuary
Local 305 Cio Pension Fund202411enrolled actuary
I.B.E.W. Local 456 Pension Plan202411enrolled actuary
Pension Fund Local 445202311 51NONE$89,400
Joint Pension Fund Local Union Ibew202311 50NONE$70,000
Teamsters Local 641 Pension Fund202311 50NONE$49,000
Construction & General Laborers' Local 190 Pension Fund202311NONE$48,900
I.B.E.W. Local Union No. 90 Pension Fund202311 17 70NONE$47,500
Laborers' Local No. 17 Pension Fund202311NONE$40,250
Local 338 Retirement Fund202311 50NONE$40,000
Laborers' Local #157 Pension Fund202311NONE$40,000
Local 68 Engineers Union Pension Plan202311NONE$35,250
Local 305 Cio Pension Fund202311 50NONE$34,883
Local 351 Ibew Pension Plan202311NONE$30,100
Union Mutual Fund Pension Plan202311ACTUARY-REL'D ERISA PLAN$28,000
I.B.E.W. Local 456 Pension Plan202311 50NONE$26,000
Composition Roofers Local #4 Pension Plan202311 51NONE$22,000
Plumbers & Steamfitters Pension Fund Local Union 373202316 50NONE$19,800
Graphic Arts Local 62b Industry Pension Plan202311NONE$13,500
Local 1922 Pension Fund202311NONE$10,000
Local 2066 Pension Fund202311NONE$8,000
Local 2066 Pension Fund202311enrolled actuary
Union Mutual Fund Pension Plan202311enrolled actuary
I.B.E.W. Local 456 Pension Plan202311enrolled actuary
Local 351 Ibew Pension Plan202311enrolled actuary
Teamsters Local 641 Pension Fund202311enrolled actuary
Local 305 Cio Pension Fund202311enrolled actuary
Joint Pension Fund Local Union Ibew202311enrolled actuary
I.B.E.W. Local Union No. 90 Pension Fund202311enrolled actuary
Local 338 Retirement Fund202311enrolled actuary
Pension Fund Local 445202311enrolled actuary
Laborers' Local No. 17 Pension Fund202311enrolled actuary
Graphic Arts Local 62b Industry Pension Plan202311enrolled actuary
Construction & General Laborers' Local 190 Pension Fund202311enrolled actuary
Local 1922 Pension Fund202311enrolled actuary
Laborers' Local #157 Pension Fund202311enrolled actuary
Local 68 Engineers Union Pension Plan202311enrolled actuary
Composition Roofers Local #4 Pension Plan202311enrolled actuary
Pension Fund Local 445202211 51NONE$89,400
Joint Pension Fund Local Union Ibew202211 50NONE$70,000
Teamsters Local 641 Pension Fund202211 50NONE$49,450
Construction & General Laborers' Local 190 Pension Fund202211NONE$47,500
I.B.E.W. Local Union No. 90 Pension Fund202211 17 70NONE$47,500
Local 305 Cio Pension Fund202211 50NONE$45,376
Local 68 Engineers Union Pension Plan202211NONE$43,875
Local 338 Retirement Fund202211 50NONE$40,000
Laborers' Local #157 Pension Fund202211NONE$39,000
I.B.E.W. Local 456 Pension Plan202211NONE$38,500
Local 351 Ibew Pension Plan202211NONE$34,625
Composition Roofers Local #4 Pension Plan202211 51NONE$28,125
Union Mutual Fund Pension Plan202211ACTUARY-REL'D ERISA PLAN$28,000
Laborers' Local No. 17 Pension Fund202211NONE$22,500
Local 1922 Pension Fund202211NONE$20,000
Plumbers & Steamfitters Pension Fund Local Union 373202216 50NONE$19,800
Graphic Arts Local 62b Industry Pension Plan202211NONE$13,500
Local 1783 I.B.E.W. Pension Fund202211NONE$13,000
Local 2066 Pension Fund202211NONE$12,000
Local 1430 I.B.E.W. Pension Fund202211NONE$10,000
Local 1922 Pension Fund202211enrolled actuary
Local 1430 I.B.E.W. Pension Fund202211enrolled actuary
Local 351 Ibew Pension Plan202211enrolled actuary
Laborers' Local #157 Pension Fund202211enrolled actuary
Local 68 Engineers Union Pension Plan202211enrolled actuary
Laborers' Local No. 17 Pension Fund202211enrolled actuary
I.B.E.W. Local 456 Pension Plan202211enrolled actuary
Joint Pension Fund Local Union Ibew202211enrolled actuary
Local 338 Retirement Fund202211enrolled actuary
Construction & General Laborers' Local 190 Pension Fund202211enrolled actuary
Union Mutual Fund Pension Plan202211enrolled actuary
I.B.E.W. Local Union No. 90 Pension Fund202211enrolled actuary
Composition Roofers Local #4 Pension Plan202211enrolled actuary
Graphic Arts Local 62b Industry Pension Plan202211enrolled actuary
Teamsters Local 641 Pension Fund202211enrolled actuary
Pension Fund Local 445202211enrolled actuary
Local 305 Cio Pension Fund202211enrolled actuary
What changed
No dated events.