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.

Corporate pension

Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees

Corporate pensionNEW York, NY
Assets
$2.9M
Total assets, Dec 31, 2024 reported
Funded
111.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: BCI Brands, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$151,062 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$29,806 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Capital Appr Sa-R3separate accountPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl I Separate Acct-R6separate accountPrincipalPooled vehicles$226,859 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$240,027 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$339,254 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Blue Chip Sa-Zseparate accountPrincipalPooled vehicles$705,546 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$218,508 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$60,491 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Capital Appr Sa-R3separate accountPrincipalPooled vehicles$999,839 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl I Separate Acct-R6separate accountPrincipalPooled vehicles$219,459 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$230,374 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$306,233 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Blue Chip Sa-Zseparate accountPrincipalPooled vehicles$604,502 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$274,587 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$74,658 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Capital Appr Sa-R3separate accountPrincipalPooled vehicles$854,772 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl I Separate Acct-R6separate accountPrincipalPooled vehicles$202,899 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$213,261 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$295,496 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Blue Chip Sa-Zseparate accountPrincipalPooled vehicles$463,096 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$2.9M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $2.4M (2022-12)
Plan assets
$2.6M Jan 1, 2024 reported Form 5500
$2.4M (2023-01) · $3.1M (2022-01)
Net assets
$2.9M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $2.4M (2022-12)
Funded ratio
111.2% Jan 1, 2024 reported Form 5500
105.6% (2023-01) · 110.9% (2022-01)
Funding target
$2.4M Jan 1, 2024 reported Form 5500
$2.5M (2023-01) · $2.5M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.13% (2023-01) · 5.30% (2022-01)
Participants
147 Jan 1, 2024 reported Form 5500
147 (2023-01) · 149 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$186,592 Dec 31, 2024 reported Form 5500
$224,289 (2023-12) · $151,100 (2022-12)
Net investment income
$264,029 Dec 31, 2024 reported Form 5500
$260,737 (2023-12) · $-719,798 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024147$2.6M$2.4M111.2%$2.9Mn/an/an/a
2023 to Dec 31, 2023147$2.4M$2.5M105.6%$2.6Mn/an/an/a
2022 to Dec 31, 2022149$3.1M$2.5M110.9%$2.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $3,141 PY2024
  • Prin Govt & Hq Bond Sa-R3 Sched. D P $151,062 PY2024
  • Prin Liquid Assets Sep Acct-R3 Sched. D P $29,806 PY2024
  • Prin Capital Appr Sa-R3 Sched. D P $1.2M PY2024
  • Prin Intl I Separate Acct-R3 Sched. D P $226,859 PY2024
  • Prin Equity Income Sa-R3 Sched. D P $339,254 PY2024
  • Prin Blue Chip Sa-R3 Sched. D P $705,546 PY2024
  • Prin Smcap S&p 600 Index Sa-R3 Sched. D P $240,027 PY2024
  • Buck Global, LLC codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $2,658 PY2023
  • Prin Capital Appr Sa-R3 Sched. D P $999,839 PY2023
  • Prin Govt & Hq Bond Sa-R3 Sched. D P $218,508 PY2023
  • Prin Liquid Assets Sep Acct-R3 Sched. D P $60,491 PY2023
  • Prin Intl I Separate Acct-R3 Sched. D P $219,459 PY2023
  • Prin Smcap S&p 600 Index Sa-R3 Sched. D P $230,374 PY2023
  • Prin Equity Income Sa-R3 Sched. D P $306,233 PY2023
  • Prin Blue Chip Sa-R3 Sched. D P $604,502 PY2023
  • Buck Global, LLC codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $2,900 PY2022
  • Prin Liquid Assets Sep Acct-R3 Sched. D P $74,658 PY2022
  • Prin Capital Appr Sa-R3 Sched. D P $854,772 PY2022
  • Prin Equity Income Sa-R3 Sched. D P $295,496 PY2022
  • Prin Govt & Hq Bond Sa-R3 Sched. D P $274,587 PY2022
  • Prin Blue Chip Sa-R3 Sched. D P $463,096 PY2022
  • Prin Intl I Separate Acct-R3 Sched. D P $202,899 PY2022
  • Prin Smcap S&p 600 Index Sa-R3 Sched. D P $213,261 PY2022
  • Buck Global, LLC codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Assets changed
    Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees total assets $3M -> $3M (+10.0%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees funded ratio 105.6% -> 111.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees plan assets $2M -> $3M (+11.0%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees total assets $2M -> $3M (+11.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees funded ratio 110.9% -> 105.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees plan assets $3M -> $2M (-23.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 872015233-002
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.