DFX Intelligence

33 more other clients, 87 more Schedule C rows and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Standard Insurance Company

unclassified

33 more other clients, 87 more Schedule C rows and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

No advisory client relationship on the tape.

36 allocators

+33 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

90 rows, $298,615 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Standard Retirement Plan - Home Office Personnel	2024	10 11 12 13 15 17 18 50	SAME	$136,675
Bryce Corporation Pension Plan	2024	11	NONE	$58,850
Chemtrade Chemicals Corporation Consolidated Pension Plan	2024	11 13 15 28 38 65	NONE	$38,436

+87 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2024Holding endedinferenceStandard Retirement Plan - Home Office Personnel
Standard Retirement Plan - Home Office Personnel no longer reports Separate Account a (Standard Retirement Services) (last held $305M at 2023-12-31; absent from the 2024-12-31 filing)
with Standard Insurance Companyaskebsa.dol.gov
Dec 31, 2024Holding startedUtah Valley Pediatrics, PLLC Cash Balance Pension Plan
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan first reports an interest in Separate Account a (Standard Retirement Services): $7M at 2024-12-31
with Standard Insurance Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship startedRichardson Oilseed Products (US) Limited Pension Plan
Standard Retirement Services appears on Richardson Oilseed Products (US) Limited Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Standard Insurance Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship startedChemtrade Chemicals Corporation Consolidated Pension Plan
Standard Retirement Services appears on Chemtrade Chemicals Corporation Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Standard Insurance Companyaskebsa.dol.gov
Dec 31, 2023Manager relationship startedCatholic United Financial Defined Benefit Retirement Plan
The Standard Insurance Company appears on Catholic United Financial Defined Benefit Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Standard Insurance Companyaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.