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AllocatorsPlancorporate pension<100m

Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust

Allocators

West Springfield, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:6b3d92e3-6b2a-410f-9cd9-895b53e6955e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $0latest reading; see basis
Assets as of: Jan 31, 2024
Assets basis: REPORTED
Funded ratio: 79%
Participants: 229
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 14, 2023
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$9,294	Mar 14, 2023	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$7,315	Mar 14, 2023	Derived
U.S. Government securities	n/a	n/a	n/a	3	$495,349	Mar 14, 2023	Derived
Registered investment companies	n/a	n/a	n/a	95	$18.3M	Mar 14, 2023	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
LPL Financial	trustee	Mar 15, 2022	Mar 14, 2023	no	fact	Dol form 5500 pension
The Angell Pension Group, Inc.	actuary	Mar 15, 2022	Mar 14, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Sullivan Paper Company, Inc.Plan sponsorPlan sponsor
Mar 15, 2022 to presentfactForm 5500

Advised by (2)

→ LPL FinancialInvestment consultanttrustee
Mar 15, 2022 to Mar 14, 2023factForm 5500
→ The Angell Pension Group, Inc.Investment consultantactuary
Mar 15, 2022 to Mar 14, 2023factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

Occurred
Jan 31, 2024
Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust total assets $19M -> $0 (-100.0%, 2023-03-14 to 2024-01-31)
Occurred
Mar 15, 2023
Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust plan assets $23M -> $19M (-18.2%, 2022-03-15 to 2023-03-15)
Occurred
Mar 15, 2023
Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust funded ratio 90.1% -> 79.1% (2022-03-15 to 2023-03-15)

Provenance

Graph: Allocators
Canonical id: dfx:al:6b3d92e3-6b2a-410f-9cd9-895b53e6955e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust

Allocators

West Springfield, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:6b3d92e3-6b2a-410f-9cd9-895b53e6955e

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$9,294

Mar 14, 2023

Derived

Non-interest-bearing cash

n/a

$7,315

Mar 14, 2023

Derived

U.S. Government securities

n/a

$495,349

Mar 14, 2023

Derived

Registered investment companies

n/a

$18.3M

Mar 14, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

LPL Financial

trustee

Mar 15, 2022

Mar 14, 2023

fact

Dol form 5500 pension

The Angell Pension Group, Inc.

actuary

Mar 15, 2022

Mar 14, 2023

fact

Dol form 5500 pension