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Allocators
Gloucester, 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 |
|---|---|---|---|---|---|---|
| Agilis Long Credit Fund | n/a | Private credit | $41.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Agilis Long Credit Fund | n/a | Private credit | $38.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Agilis Long Credit Fund | n/a | Private credit | $37.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 25 | $13.4M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 71 | $38.7M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 4 | $2.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Agilis Partners LLC | actuary | 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 |
| Agilis Partners LLC | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Agilis Partners LLC | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |