DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Evansville, IN
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 |
|---|---|---|---|---|---|---|
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $28.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $2.9M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 100 | $36.4M | Dec 31, 2022 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| H•• I••••••••• | Investment adviser | Jan 1, 2023 | Nov 14, 2023 | no | fact | Dol form 5500 pension |
| P•••••••• F•••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2022 |
| Separate account |
| Dol form 5500 pension |
| P•••••••• U••• P••••••• S••• | P•••••••• | Real estate | $2.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• B••• M••••• I•••• S••• | P•••••••• | Fixed income | $2.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |