Metro Ila Pension Fund
Taft-Hartley plan, based in Rutherford, New Jersey, reporting $366M in assets, for 2,514 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Medicus IT LLC appears on Metro Ila Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
3 more advisers, 3 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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Capital path
who backs this record, through what, into what; each name opens its own path- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- NT Collective Eafe Index Fund2 commitments
- CTF Eafe Index Fund1 commitment
- BNY Mellon3 commitments
- Northern Trust Investments, Inc.2 commitments
- Blackrock Investments, LLC1 commitment
Relationship network
33 connected entities6 observed commitments4 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.0%
- Corporate debt instruments (other) 14.6%
- U.S. Government securities 18.5%
- Common/collective trusts 17.0%
- Registered investment companies 26.5%
- Common stock 20.7%
Consultants and advisers
- Medicus IT LLC General consultantthrough Dec 31, 2024 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2024 Form 5500
- Savasta and Company Actuarythrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- BNY Mellon3 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.2 rows, latest Dec 31, 2023
- Blackrock Investments, LLC1 row, latest Dec 31, 2024
- Blackrock Investments, LLCplan years
- Sage Advisory Services Ltd. Co.plan years 2022
- Barksdale Investment Managerplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedMetro Ila Pension Fund first reports an interest in CTF Eafe Index Fund: $23M at 2024-12-31with CTF Eafe Index Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceMetro Ila Pension Fund no longer reports NT Collective Eafe Index Fund (Northern Trust Collective Eafe Inde) (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMedicus IT LLC appears on Metro Ila Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Medicus IT LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedMetro Ila Pension Fund funded ratio 87.1% -> 94.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMetro Ila Pension Fund funded ratio 103.2% -> 87.1% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $39.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CTF Eafe Index Fundcollective trust | Blackrock Investments, LLC | Pooled vehicles | $22.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $31.8M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,514 | Not disclosed | Not disclosed | n/a | $366M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,509 | Not disclosed | Not disclosed | n/a | $344M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,475 | Not disclosed | Not disclosed | n/a | $314M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley Global Bank codes 19 27 33 51 63 71 72 $518,728 PY2024
- Blackrock Investment Manager codes 28 51 $349,810 PY2024
- Sage Advisory Service codes 28 51 $166,540 PY2024
+52 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Metro Ila Pension Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 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 $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+3 more changes on this record's ledger
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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
+11 connections on the graph
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