DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Corporate pension
P••••• J••••• I•••••••• f•• H••••• C••• • R•••• D•••••• B•••••• P•••••• P•••
Corporate pensionNEW Hyde Park, NY
Assets
$24.3M
Total assets, Dec 31, 2024 reported
Funded
84.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P••••• J••••• I•••••••• f•• H••••• C••• a•• R•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 12.8%
- Other investments 0.2%
- Partnership/joint venture interests 27.2%
- Registered investment companies 36.4%
- Common stock 17.1%
Consultants and advisers
1 firms
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- M••••• S•••••• S•••• B•••••• L••plan years 2022
- P••••• J••••• I•••••••• f•• H••••• C••• a•• R•••••••••plan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$133,756 (2023-12) · $149,846 (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 | 439 | $27.4M | $32.9M | 84.0% | $24.3M | $6.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 451 | $27.0M | $32.8M | 88.8% | $27.5M | $5.4M | n/a | n/a |
| 2022 to Dec 31, 2022 | 458 | $31.3M | $33.6M | 89.6% | $27.1M | $5.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• S•••••• S•••• B•••••• L•• codes 28 $119,652 PY2024
- U•• C••••••••• G•••• Inc codes 11 27 50 $79,503 PY2024
- First State Trust Company codes 13 50 64 $18,215 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- M••••• S•••••• S•••• B•••••• L•• codes 28 $130,890 PY2023
- U•• C••••••••• G•••• Inc codes 11 27 50 $50,239 PY2023
- First State Trust Company codes 13 50 64 $21,343 PY2023
- Buchbinder Tunick & Co., LLP codes 10 $13,650 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- M••••• S•••••• S•••• B•••••• L•• codes 28 $138,738 PY2022
- U•• C••••••••• G•••• Inc codes 11 27 50 $58,296 PY2022
- First State Trust Company codes 13 50 64 $22,828 PY2022
- Buchbinder Tunick and Company, LLP codes 10 $13,000 PY2022
- SEG Partners codes 28 $10,000 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedP••••• J••••• I•••••••• f•• H••••• C••• • R•••• D•••••• B•••••• P•••••• P••• total assets $27M -> $24M (-11.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedP••••• J••••• I•••••••• f•• H••••• C••• • R•••• D•••••• B•••••• P•••••• P••• funded ratio 88.8% -> 84.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceSEG Partners no longer appears on P••••• J••••• I•••••••• f•• H••••• C••• • R•••• D•••••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P••••• J••••• I•••••••• f•• H••••• C••• a•• R•••••••••askebsa.dol.gov
- Jan 1, 2023Assets changedP••••• J••••• I•••••••• f•• H••••• C••• • R•••• D•••••• B•••••• P•••••• P••• plan assets $31M -> $27M (-13.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132631069-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.