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AllocatorsPlancorporate pension<100m

Employees' Pension Plan of Florida Public Utilities Company

Allocators

Dover, DE

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Search this name across graphsid dfx:al:850cfb1b-891a-440c-817c-00a15339f1f5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 10
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: $49.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 97%
Participants: 419
Commitments: 4with an amount; holdings are counted apart
Managers: 1
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Large Cap Growth/jennison	Prudential Retirement & Annuity Ins	Public equity	$2.9M	Dec 31, 2022	Separate account	Dol form 5500 pension
Eagle M Cap Growth (isp)	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Small Cap Value/victory Fund	Prudential Retirement & Annuity Ins	Public equity	$722,736	Dec 31, 2022	Separate account	Dol form 5500 pension
Eagle M Cap Growth (isp)	Prudential Retirement & Annuity Ins	Pooled vehicle	$11,222	Dec 31, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 8 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	2	$1.2M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	98	$47.9M	Dec 31, 2024	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
Empower	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Chesapeake Utilities Corporation	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Fiducient Advisors LLC	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
PNC Bank, National Association	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Bank of America, N.A, NY	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Capfinancial Partners, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Florida Public Utilities CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ EmpowerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (5)

← Capfinancial Partners, LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Bank of America, N.A, NYManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Chesapeake Utilities CorporationManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← Fiducient Advisors LLCInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← PNC Bank, National AssociationInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Bank of America N.A., NY no longer appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)
Bank of America, N.A, NY Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Chesapeake Utilities Corporation appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)
Chesapeake Utilities Corporation Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Capfinancial Partners LLC no longer appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)
Capfinancial Partners, LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Fiducient Advisors LLC appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)
Fiducient Advisors LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
PNC Bank, National Association appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)
PNC Bank, National Association Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Bank of America N.A., NY appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2023 vs 2022)
Bank of America, N.A, NY Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Employees' Pension Plan of Florida Public Utilities Company no longer reports Large Cap Growth/jennison (Prudential Retirement & Annuity Ins) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$2.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Employees' Pension Plan of Florida Public Utilities Company no longer reports Small Cap Value/victory Fund (Prudential Retirement & Annuity Ins) (last held $722,736 at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$722,736

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Employees' Pension Plan of Florida Public Utilities Company plan assets $59M -> $46M (-21.3%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Employees' Pension Plan of Florida Public Utilities Company funded ratio 105.3% -> 95.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:850cfb1b-891a-440c-817c-00a15339f1f5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Employees' Pension Plan of Florida Public Utilities Company

Allocators

Dover, DE

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:850cfb1b-891a-440c-817c-00a15339f1f5

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Large Cap Growth/jennison

Prudential Retirement & Annuity Ins

Public equity

$2.9M

Dec 31, 2022

Separate account

Dol form 5500 pension

Eagle M Cap Growth (isp)

Prudential Retirement & Annuity Ins

Pooled vehicle

$1.3M

Dec 31, 2022

Separate account

Dol form 5500 pension

Small Cap Value/victory Fund

Prudential Retirement & Annuity Ins

Public equity

$722,736

Dec 31, 2022

Separate account

Dol form 5500 pension

Eagle M Cap Growth (isp)

Prudential Retirement & Annuity Ins

Pooled vehicle

$11,222

Dec 31, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Insurance company general account

n/a

$1.2M

Dec 31, 2024

Derived

Registered investment companies

n/a

$47.9M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Empower

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Chesapeake Utilities Corporation

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Fiducient Advisors LLC

Investment management

Jan 1, 2024

Dec 31, 2024

fact

PNC Bank, National Association

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Bank of America, N.A, NY

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Capfinancial Partners, LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact