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Allocators
Wallingford, CT
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Longview Ultra Construction Loan in | n/a | Private credit | $9,894 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Longview Ultra Construction Loan in | n/a | Private credit | $6,868 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Longview Ultra Construction Loan in | n/a | Private credit | $3,524 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 11 | $6.2M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 3 | $1.5M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $734,598 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 3 | $1.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 0 | $6,868 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 81 | $47.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Solxsys Admin. Solutions, LLC | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Zenith American Solutions | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cbiz Ris | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cbiz Retirement Plan Advisory Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Segal Marco Advisors | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Hamilton Lane | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| GCM Grosvenor L.P. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |