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
Union Center National Bank Pension Trust
Corporate pensionUnion, NJ
Assets
$15.7M
Total assets, Dec 31, 2024 reported
Funded
166.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Connectone Bank
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Employer securities 1.8%
- Registered investment companies 95.7%
Consultants and advisers
2 firms
- Voya Retirement Ins & Annuity Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 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 | MAP Contract - Separate Account Dseparate account | Voya Retirement Insurance and Annuity Company | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | MAP Contract - Separate Account Dseparate account | Voya Retirement Insurance and Annuity Company | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | MAP Contract - Separate Account Dseparate account | Voya Retirement Insurance and Annuity Company | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$95,891 (2023-12) · $103,327 (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 | 170 | $14.6M | $8.8M | 166.6% | $15.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 171 | $13.3M | $8.9M | 148.5% | $14.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 175 | $17.6M | $9.2M | 191.9% | $13.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Voya Retirement Ins & Annuity Co codes 27 64 $44,834 PY2024
- Bpas Actuarial and Pension Services codes 11 $10,500 PY2024
- Saiph Capital codes 99 $6,084 PY2024
- MAP Contract Separate Account D Sched. D P $2.5M PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Voya Retirement Ins & Annuity Co codes 27 64 $30,204 PY2023
- Bpas Actuarial and Pension Services codes 11 $9,750 PY2023
- Saiph Capital codes 99 $7,066 PY2023
- MAP Contract Separate Account D Sched. D P $3.4M PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- Saiph Capital codes 99 $94,414 PY2022
- Voya Retirement Ins & Annuity Co codes 27 64 $19,563 PY2022
- MAP Contract Separate Account D Sched. D P $3.7M PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedUnion Center National Bank Pension Trust funded ratio 148.5% -> 166.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedUnion Center National Bank Pension Trust plan assets $13M -> $15M (+10.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedUnion Center National Bank Pension Trust total assets $13M -> $15M (+10.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedUnion Center National Bank Pension Trust funded ratio 191.9% -> 148.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUnion Center National Bank Pension Trust plan assets $18M -> $13M (-24.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 201172127-002
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.