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.
Taft-Hartley plan
Nysa-Ppgu Pension Fund & Plan
Taft-Hartley planBayonne, NJ
Assets
$52.7M
Total assets, Dec 31, 2024 reported
Funded
147.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
1 managers on Schedule C
Plan sponsor: Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.6%
- Other investments 22.5%
- Common/collective trusts 76.7%
Consultants and advisers
3 firms
- Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- MRG Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
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
- BNY Mellon20 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Ullico Investment Advisorsplan years 2024
- Principal Enhanced Property Fund,lpplan years 2022
- Boyd Watterson Gsa Fund, LPplan years 2022
Commitments
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bnym-M Db Sl Intl Sifcollective trust | BNY Mellon | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $12,486 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Sl Lc Value Sifcollective trust | BNY Mellon | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Db Sl Stock Index Fundcollective trust | BNY Mellon | Public equity | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Sl Lc Growth Sifcollective trust | BNY Mellon | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Sl Mc Sifcollective trust | BNY Mellon | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym Mellon Db Sl Stock Index Fundcollective trust | BNY Mellon | Public equity | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym-M Db Sl Lc Growth Sifcollective trust | BNY Mellon | Pooled vehicles | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym-M Db Sl Mc Sifcollective trust | BNY Mellon | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym Mellon Db Sl Emerging Marketscollective trust | BNY Mellon | Public equity | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym-M Db Sl Intl Sifcollective trust | BNY Mellon | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $11,482 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym-M Db Sl Lc Value Sifcollective trust | BNY Mellon | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym-M Db Sl Intl Sifcollective trust | BNY Mellon | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $10,911 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym-M Db Sl Lc Value Sifcollective trust | BNY Mellon | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym Mellon Db Sl Stock Index Fundcollective trust | BNY Mellon | Public equity | $8.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym-M Db Sl Lc Growth Sifcollective trust | BNY Mellon | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym-M Db Sl Mc Sifcollective trust | BNY Mellon | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym Mellon Db Sl Emerging Marketscollective trust | BNY Mellon | Public equity | $3.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
28 readings
Investment management fees
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 | 485 | n/a | n/a | n/a | $52.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 504 | n/a | n/a | n/a | $48.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 499 | n/a | n/a | n/a | $43.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fuiman Mogilla LLP codes 29 $66,000 PY2024
- The Lambos Firm, LLP codes 29 $66,000 PY2024
- Reynolds Consulting Services, LLC codes 27 $41,129 PY2024
- MRG Actuarial Services codes 11 $35,000 PY2024
- Bank of New York Mellon codes 21 $33,795 PY2024
- Mohamed Arbab codes 30 $22,000 PY2024
- Desena & Company CPAS codes 10 $18,120 PY2024
- Richard Rossiello codes 30 $12,000 PY2024
- Kathy Schiereck codes 10 $7,146 PY2024
- Boyd Watterson Gsa Fund, LP codes 52 PY2024
- Ullico Infrastructure Tax-Exempt Fd codes 52 PY2024
- Principal Enhanced Property Fd., LP codes 52 PY2024
- Bnym-M Db Sl Mc Sif Sched. D C $4.5M PY2024
- Bnym-M Db Sl Intl Sif Sched. D C $4.4M PY2024
- EB Temporary Investment Fund Sched. D C $12,486 PY2024
- Bnym-M Db Sl Lc Value Sif Sched. D C $5.2M PY2024
- Bnym-M Db Sl Sif Sched. D C $9.8M PY2024
- Bnym-M Db Sl Lc Growth Sif Sched. D C $7.0M PY2024
- MRG Actuarial Services, Inc codes 11 PY2024
- The Lambos Firm, LLP codes 29 $66,000 PY2023
- Mogila Law Group codes 29 $49,500 PY2023
- Reynolds Consulting Services, LLC codes 27 $38,656 PY2023
- MRG Actuarial Services codes 11 $28,000 PY2023
- Bank of New York Mellon codes 21 $25,536 PY2023
- Mohamed Arbab codes 30 $22,000 PY2023
- Desena & Company CPAS codes 10 $18,120 PY2023
- Fuiman Mogilla LLP codes 29 $16,500 PY2023
- Richard Rossiello codes 30 $12,000 PY2023
- Kathy Schiereck codes 10 $7,176 PY2023
- Boyd Watterson Gsa Fund, LP codes 52 PY2023
- Principal Enhanced Property Fd., LP codes 52 PY2023
- EB Dv Large Cap Value Sif Sched. D C $4.5M PY2023
- EB Dv Stock Index Fund Sched. D C $9.1M PY2023
- EB Dv Large Cap Growth Sif Sched. D C $6.3M PY2023
- EB Dv Mid Cap Sif Sched. D C $4.6M PY2023
- EB Dv Emerging Mkts Sif Sched. D C $3.3M PY2023
- EB Dv International Sif Sched. D C $4.3M PY2023
- EB Temporary Investment Fund Sched. D C $11,482 PY2023
- MRG Actuarial Services, Inc codes 11 PY2023
- The Lambos Firm, LLP codes 29 $66,000 PY2022
- Mogila Law Group codes 29 $66,000 PY2022
- June Lennon codes 30 $40,648 PY2022
- MRG Actuarial Services codes 11 $30,340 PY2022
- Reynolds Consulting Services, LLC codes 27 $27,250 PY2022
- Bank of New York Mellon codes 21 $26,168 PY2022
- Desena & Company CPAS codes 10 $22,387 PY2022
- Mohamed Arbab codes 30 $16,710 PY2022
- Richard Rossiello codes 30 $12,519 PY2022
- Raymond Gorski codes 30 $7,754 PY2022
- Kathy Schiereck codes 10 $7,236 PY2022
- Boyd Watterson Gsa Fund, LP codes 52 PY2022
- Principal Enhanced Property Fd., LP codes 52 PY2022
- EB Dv Emerging Mkts Sif Sched. D C $3.0M PY2022
- EB Dv International Sif Sched. D C $3.6M PY2022
- EB Temporary Investment Fund Sched. D C $10,911 PY2022
- EB Dv Large Cap Value Sif Sched. D C $4.1M PY2022
- EB Dv Stock Index Fund Sched. D C $8.0M PY2022
- EB Dv Large Cap Growth Sif Sched. D C $4.5M PY2022
- EB Dv Mid Cap Sif Sched. D C $3.9M PY2022
- MRG Actuarial Services, Inc codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding endedinferenceNysa-Ppgu Pension Fund & Plan no longer reports Bnym Mellon Db Sl Emerging Markets (BNY Mellon) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with BNY Mellonaskebsa.dol.gov
- Jan 1, 2024Funded status changedNysa-Ppgu Pension Fund & Plan funded ratio 141.6% -> 147.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNysa-Ppgu Pension Fund & Plan plan assets $43M -> $48M (+11.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedNysa-Ppgu Pension Fund & Plan total assets $43M -> $48M (+11.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedNysa-Ppgu Pension Fund & Plan plan assets $50M -> $43M (-14.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136188644-001
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.