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

First State Trust Company

unclassifiedDE
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
48 allocators
Schedule C rows
132 rows, $5.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Nuclear Energy Institute, Inc. Employees Pension Plan202418 50NONE$309,027
Pension Plan for Employees of Kopp Glass, Inc.202428 51N/A$126,354
Metro Ila Pension Fund202419 51CUSTODIAN - REL'D PLAN$100,463
America First Credit Union Pension Plan202421 50TRUSTEE$94,096
Sheet Metal Workers Local No. 20, Indianapolis Are202419 50NONE$87,222
Essentra USA Retirement Plan202421 50SERVICE PROVIDER$66,578
Cash Balance Retirement Plan for Employees of Credit Industriel Et Commercial202425 50 51 59 60 63 68 71 99TRUSTEE$64,848
Bethpage Federal Credit Union Pension Plan202421 50NONE$56,767
Wilentz, Goldman, & Spitzer, P.A. Pension Plan202427NONE$54,736
Sheet Metal Workers Local No.20 Gary Area Pension202419NONE$43,839
Grand View Hospital Retirement Income Plan202421 50NONE$43,113
Drummond Company, Inc. Revised Pension Plan202413 21$36,749
Wacker Salaried Pension Plan202421 50 62 63TRUSTEE$33,587
Uswa Drummond Company Pension Agreement202421 72$31,350
Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan202421 50TRUSTEE$30,750
Essentra Holdings Corp Pension Plan for Hourly Employees202421TRUSTEE$27,686
Riviana Foods Inc. Retirement Plan202421 59 60 63NONE$21,793
Infineon Retirement Plan202418 21 25 28 50CUSTODIAN$21,740
The Gonnella Pension Plan202425NONE$21,694
Retirement Plan for Designated Bargaining Employees of Crane Carrier Company202421NONE$20,118
Banco de la Nacion Argentina Retirement Plan202451NONE$19,369
American Lung Association Retirement Plan D202419 25 50NONE$18,495
Allen & Overy LLP Cash Balance Pension Plan202421NONE$17,845
Retirement Plan for Saint Peters University and St. Peters Prep School202421 50NONE$15,929
Nesn Retirement Plan202421 25 50NONE$14,899
Profusion Industries Marietta Plant Pension Plan202421N/A$14,217
Wacker Hourly Pension Plan202421 50 62 63TRUSTEE$13,392
Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan202419 21TRUSTEE$12,482
Retirement Plan for Employees of Fordyce Company202421 27NONE$11,746
Shaklee Corporation Pension Plan202412 21 50 62 63 72NONE$11,388
Ashtabula County Medical Center Retirement Plan202421 50NONE$11,066
Tidewater Barge Lines, Inc. Employee Retirement Plan202419 21NONE$10,798
National Integrated Group Pension Plan202428 50NONE$8,800
Sloan Valve Company Factory Employees' Amended Pension Plan202421 50NONE$7,818
Cabell Huntington Hospital, Inc. Employees' Retirement Plan202421 50TRUSTEE$7,454
Mercy Health & Rehabilitation Center Group Annuity Plan202421TRUST COMPANY$7,377
Pension Plan Basic American Foods202428 50NONE$6,983
Advancion Corporation Defined Benefit Plan202421 59 60 63TRUSTEE$5,707
Suburban Manufacturing Company Retirement Plan for Bargaining Employees202415 19 21 50 51 71TRUSTEE
Rockwell Automation Pension Plan202328 50 99NONE$247,212
Baystate Health, Inc. Retirement Program202321NONE$149,696
Cleco Corporate Holdings LLC Pension Plan202321FIDUCIARY$123,679
Pension Plan for Employees of Kopp Glass, Inc.202328 51N/A$118,697
America First Credit Union Pension Plan202321 50TRUSTEE$104,577
Metro Ila Pension Fund202319CUSTODIAN - REL'D PLAN$93,903
Sheet Metal Workers Local No. 20, Indianapolis Are202328INVESTMENT CUSTODIAN$70,780
Cash Balance Retirement Plan for Employees of Credit Industriel Et Commercial202325 50 51 59 60 63 68 71 99TRUSTEE$67,289
Essentra USA Retirement Plan202321 50SERVICE PROVIDER$66,434
Employee Benefits Plan of Goodwill Industries of Greater Detroit202321TRUSTEE$57,721
Bethpage Federal Credit Union Pension Plan202321 50NONE$54,342
Nationwide Children's Hospital Pension Plan202321 28 50NONE$39,563
Grand View Hospital Retirement Income Plan202321 50NONE$38,429
Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan202321 50TRUSTEE$37,880
Drummond Company, Inc. Revised Pension Plan202313 21$36,641
Wilentz, Goldman, & Spitzer, P.A. Pension Plan202327NONE$35,310
Wacker Salaried Pension Plan202321 50 62 63TRUSTEE$30,398
Essentra Holdings Corp Pension Plan for Hourly Employees202321TRUSTEE$28,523
Uswa Drummond Company Pension Agreement202321 72$28,004
Retirement Plan for Saint Peters University and St. Peters Prep School202321 50NONE$25,843
Riviana Foods Inc. Retirement Plan202321 59 60 63NONE$22,192
Infineon Retirement Plan202318 21 25 28 50NONE$21,630
The Gonnella Pension Plan202325NONE$21,323
Omega Protein Corporation Pension Plan202321NONE$20,633
Banco de la Nacion Argentina Retirement Plan202351NONE$18,285
American Lung Association Retirement Plan D202319 25 50NONE$17,284
Cabell Huntington Hospital, Inc. Employees' Retirement Plan202321 50TRUSTEE$16,666
Profusion Industries Marietta Plant Pension Plan202321N/A$14,174
Allen & Overy LLP Cash Balance Pension Plan202321NONE$14,125
Ashtabula County Medical Center Retirement Plan202321 50NONE$13,963
Retirement Plan for Employees of Fordyce Company202321 27NONE$13,676
Nesn Retirement Plan202321 25 50NONE$13,591
Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan202319 21TRUSTEE$13,017
Wacker Hourly Pension Plan202321 50 62 63TRUSTEE$12,551
Shaklee Corporation Pension Plan202312 21 50 62 63 72NONE$11,590
Tidewater Barge Lines, Inc. Employee Retirement Plan202319 21NONE$10,412
Pension Plan Basic American Foods202328 50NONE$9,439
Phoebe Home, Inc. Union Employees' Pension Plan202321 50 51NONE$9,090
National Integrated Group Pension Plan202328 50NONE$8,800
Mercy Health & Rehabilitation Center Group Annuity Plan202321TRUST COMPANY$7,864
Advancion Corporation Defined Benefit Plan202321 59 60 63TRUSTEE$5,707
Sloan Valve Company Factory Employees' Amended Pension Plan202321 50NONE$5,530
Retirement Plan for Employees of the Rochester Friendly Home202321NONE$3,396
Suburban Manufacturing Company Retirement Plan for Bargaining Employees202315 19 21 50 51 71TRUSTEE
Rockwell Automation Pension Plan202228 50NONE$469,742
Cleco Corporate Holdings LLC Pension Plan202221FIDUCIARY$153,758
Factory Mutual Insurance Company Pension Plan202218 49 62 99NONE$129,988
America First Credit Union Pension Plan202221 50TRUSTEE$122,541
Baystate Health, Inc. Retirement Program202221NONE$108,233
Pension Plan for Employees of Kopp Glass, Inc.202228 51N/A$101,689
Metro Ila Pension Fund202219CUSTODIAN - REL'D PLAN$96,852
Essentra USA Retirement Plan202221 50SERVICE PROVIDER$73,319
Sheet Metal Workers Local No. 20, Indianapolis Are202228INVESTMENT CUSTODIAN$72,019
Bethpage Federal Credit Union Pension Plan202221 50NONE$56,171
Cash Balance Retirement Plan for Employees of Credit Industriel Et Commercial202225 50 51 59 60 63 68 71 99TRUSTEE$48,828
Grand View Hospital Retirement Income Plan202221 50NONE$39,247
Employee Benefits Plan of Goodwill Industries of Greater Detroit202221TRUSTEE$37,886
Nationwide Children's Hospital Pension Plan202221 28 50NONE$36,729
Drummond Company, Inc. Revised Pension Plan202213 21$36,228
Essentra Holdings Corp Pension Plan for Hourly Employees202221TRUSTEE$32,515
Wacker Salaried Pension Plan202221 50 62 63TRUSTEE$32,389
Wilentz, Goldman, & Spitzer, P.A. Pension Plan202228 72NONE$29,411
Uswa Drummond Company Pension Agreement202221 72$27,135
Infineon Retirement Plan202218 21 25 28 50NONE$24,465
The Gonnella Pension Plan202225NONE$23,322
Riviana Foods Inc. Retirement Plan202221 59 60 63NONE$22,770
Omega Protein Corporation Pension Plan202221NONE$21,327
Banco de la Nacion Argentina Retirement Plan202251NONE$19,094
Wsgr Cash Balance Retirement Plan202221 25 50 59 60 63NONE$17,995
American Lung Association Retirement Plan D202219 25 50NONE$17,483
Pension Plan for Employees of Holley Performance Products, Inc.202221 50NONE$16,286
Retirement Plan for Saint Peters University and St. Peters Prep School202221 50NONE$15,149
Nesn Retirement Plan202221 25 50NONE$14,300
Profusion Industries Marietta Plant Pension Plan202221N/A$14,219
Wacker Hourly Pension Plan202221 50 62 63TRUSTEE$13,656
Phoebe Home, Inc. Union Employees' Pension Plan202221 50 51NONE$12,881
Allen & Overy LLP Cash Balance Pension Plan202221NONE$11,887
Baker Botts L.L.P. Partner Retirement Plan - Plan B202219 21 59 60 63TRUSTEE/CUSTODIAN$11,693
Baker Botts L.L.P. Partner Retirement Plan - Plan a202219 21 59 60 63TRUSTEE/CUSTODIAN$11,693
Tidewater Barge Lines, Inc. Employee Retirement Plan202219 21NONE$11,001
Pension Plan Basic American Foods202228 50NONE$10,893
Retirement Plan for Employees of Fordyce Company202221 27NONE$10,616
Sloan Valve Company Factory Employees' Amended Pension Plan202221 50NONE$10,547
Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan202221 50TRUSTEE$9,433
National Integrated Group Pension Plan202228 50NONE$8,800
Ashtabula County Medical Center Retirement Plan202221 50NONE$8,623
Advancion Corporation Defined Benefit Plan202221 59 60 63TRUSTEE$6,891
Mercy Health & Rehabilitation Center Group Annuity Plan202221TRUST COMPANY$6,660
Sloan Valve Company Employees' Pension Plan202221 50NONE$5,343
Shaklee Corporation Pension Plan202212 21 50 62 63 72NONE$5,212
Retirement Plan for Employees of the Rochester Friendly Home202221NONE$3,909
Boyd Coffee Company Pension Plan202218 19NONE$2,274
Suburban Manufacturing Company Retirement Plan for Bargaining Employees202215 19 21 50 51 71TRUSTEE
What changed