DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Quincy, MA
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 |
|---|---|---|---|---|---|---|
| Voya Retirement Ins & Annuity | Voya Retirement Ins & Annuity | Pooled vehicle | $8.9M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Voya Retirement Ins & Annuity | Voya Retirement Ins & Annuity | Pooled vehicle | $7.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Voya Retirement Ins & Annuity | Voya Retirement Ins & Annuity | Pooled vehicle | $7.6M | Dec 31, 2023 | 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 | 0 | $96,362 | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 49 | $11.4M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 2 | $510,005 | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 38 | $8.9M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $1.2M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 5 | $1.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| The Angell Pension Group, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| LPL Financial | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Voya Retirement Ins & Annuity | n/a | Dec 31, 2023 | n/a | yes | fact |
| LPL Financial | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Voya Retirement Ins & Annuity | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |