DFX Intelligence
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Allocators
Menomonee Falls, WI
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 |
|---|---|---|---|---|---|---|
| Aetna Life Insurance Company | Aetna Life Insurance Company | Pooled vehicle | $1.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Aetna Life Insurance Company | Aetna Life Insurance Company | Pooled vehicle | $1.1M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Aetna Life Insurance Company | Aetna Life Insurance Company | Pooled vehicle | $326,910 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 94 | $7.4M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 4 | $326,910 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Agilis Partners LLC | Pension consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Towers Watson Pennsylvania, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| BMO Harris Bank, N.A. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Madison | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Robert W. Baird | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |