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
Life Status 360 LLC
unclassified
Advisory clients on the tape
4
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
4 allocators
- Sheet Metal Workers' National Pension Fund Pension consultantthrough Dec 31, 2024 Form 5500
- United Mine Workers of America 1974 Pension Plan General consultantthrough Jun 30, 2024 Form 5500
- Operating Engineers Pension Trust General consultantthrough Jun 30, 2023 Form 5500
- Teamsters Pension Trust Fund of Philadelphia & Vic Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
5 rows, $37,179 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers' National Pension Fund | 2024 | 17 | NONE | $12,848 |
| Teamsters Pension Trust Fund of Philadelphia & Vic | 2023 | 17 50 | NONE | $5,499 |
| United Mine Workers of America 1974 Pension Plan | 2023 | 16 50 | NONE | $5,418 |
| Teamsters Pension Trust Fund of Philadelphia & Vic | 2022 | 17 50 | NONE | $7,008 |
| Operating Engineers Pension Trust | 2022 | 16 | NONE | $6,406 |
What changed
- Life Status 360, LLC no longer appears on Teamsters Pension Trust Fund of Philadelphia & Vic's Schedule C as pension consultant (plan year 2024 vs 2023)with Life Status 360 LLCaskebsa.dol.gov
- Life Status 360 LLC appears on Sheet Metal Workers' National Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Life Status 360 LLCaskebsa.dol.gov
- Life Status 360 LLC no longer appears on Operating Engineers Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Life Status 360 LLCaskebsa.dol.gov