DFX Intelligence

This allocator's name, 4 more commitments and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in District of Columbia

Corporate pension· Washington, District of Columbia

Corporate pension, based in Washington, District of Columbia, reporting $129M in assets, for 583 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $129M
Funded ratio: 100.3%
Fund commitments: 4
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (4)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in District of Columbia

Funds committed to

Multi-Employer Property Trust3 commitments
Equity Group Trust2 commitments
Fixed Income Group Trust1 commitment

All 4

Managers

Segal Advisors, Inc.4 commitments
NEW Tower Trust Company3 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$129M

Total assets, Dec 31, 2024 reported

Funded

100.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.4%
Other investments 0.9%
Partnership/joint venture interests 18.1%
103-12 investment entities 68.2%
Common/collective trusts 5.0%
Registered investment companies 0.3%
Common stock 4.9%

Consultants and advisers

3 firms

Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
Cheiron Actuarythrough Dec 31, 2022 Form 5500
Truist Bank Custodianthrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Segal Advisors, Inc.4 rows, latest Dec 31, 2024
NEW Tower Trust Company3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

What changed

6 events

Dec 31, 2024Holding started
with Fixed Income Group Trust$29.0Maskebsa.dol.gov
Jan 1, 2024Funded status changed
9 pointsaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Fixed Income Group Trust$18.9Maskebsa.dol.gov
Dec 31, 2023Holding started
with Equity Group Trust$24.4Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 22 pointsaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

7 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Fixed Income Group Trust103 12 ie	Segal Advisors, Inc.	Fixed income	$29.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Equity Group Trust103 12 ie	Segal Advisors, Inc.	Public equity	$59.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$6.5M held	Disclosed holding	askebsa.dol.gov

+4 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$129M Dec 31, 2024 reported Form 5500

$125M (2023-12) · $121M (2022-12)

Plan assets

$125M Jan 1, 2024 reported Form 5500

$121M (2023-01) · $166M (2022-01)

Net assets

$129M Dec 31, 2024 reported Form 5500

$125M (2023-12) · $121M (2022-12)

Funded ratio

100.3% Jan 1, 2024 reported Form 5500

91.8% (2023-01) · 113.8% (2022-01)

Funding target

$125M Jan 1, 2024 reported Form 5500

$132M (2023-01) · $145M (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.21% (2023-01) · 5.38% (2022-01)

Participants

583 Jan 1, 2024 reported Form 5500

609 (2023-01) · 676 (2022-01)

Contributions

$3.0M Dec 31, 2024 reported Form 5500

$4.0M (2023-12) · $5.2M (2022-12)

Benefits paid

$11.0M Dec 31, 2024 reported Form 5500

$12.2M (2023-12) · $29.1M (2022-12)

Net investment income

$4.1M Dec 31, 2024 reported Form 5500

$3.9M (2023-12) · -$43.7M (2022-12)

Investment management fees

$218,310 Dec 31, 2024 reported Form 5500

$239,460 (2023-12) · $264,203 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	583	$125M	$125M	100.3%	$129M	$23.3M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	609	$121M	$132M	91.8%	$125M	$25.1M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	676	$166M	$145M	113.8%	$121M	$27.9M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Segal Marco Advisors, Inc. codes 27 $116,000 PY2024
Cheiron, Inc. codes 11 17 50 $73,488 PY2024
American Realty Advisors codes 28 51 $64,583 PY2024

+31 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2024-12-31source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+7 connections on the graph

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