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Allocators
Bedford, NH
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 |
|---|---|---|---|---|---|---|
| Agilis Long Credit Fund | n/a | Private credit | $32.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Prudential Short-Term | Prudential Retirement & Annuity Ins | cash | $11.0M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 30 | $20.0M | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 0 | $220,753 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 48 | $32.1M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 17 | $11.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Principal Trust Co. | trustee | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Agilis Partners LLC | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Prudential Retirement & Annuity Ins | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Gallagher Benefit Services, Inc. | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |