Pension Plan for Employees of Phipps Houses and Affiliates
Corporate pension, based in NEW York, New York, reporting $53.2M in assets, for 311 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Eagle Capital Mgmt LLC no longer appears on Pension Plan for Employees of Phipps Houses and Affiliates's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser
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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Relationship network
11 connected entities
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
- 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 basesCorporate pensionShowHide
Allocation policy
- Other investments 1.9%
- Partnership/joint venture interests 21.9%
- Registered investment companies 68.8%
- Common stock 7.5%
Consultants and advisers
- Buck Global, LLC Investment adviser (plan)Actuarythrough Dec 31, 2024 Form 5500
- Harper Danesh LLC ActuaryPension consultantthrough Dec 31, 2023 Form 5500
- Crewcial Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Eagle Capital Management, LLCplan years 2022
- WGI Emerging Markets Fund LLCplan years 2022
- Cove Street Capital LLCplan 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, 2024Manager relationship endedinferenceEagle Capital Mgmt LLC no longer appears on Pension Plan for Employees of Phipps Houses and Affiliates's Schedule C as investment manager (plan year 2024 vs 2023)with Eagle Capital Management, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedPension Plan for Employees of Phipps Houses and Affiliates funded ratio 97.0% -> 102.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedPension Plan for Employees of Phipps Houses and Affiliates funded ratio 111.6% -> 97.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Employees of Phipps Houses and Affiliates plan assets $65M -> $50M (-23.5%, 2022-01-01 to 2023-01-01)
Commitments
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 | 311 | $51.7M | $48.9M | 102.5% | $53.2M | $11.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 368 | $49.8M | $52.2M | 97.0% | $51.7M | $13.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 452 | $65.1M | $54.3M | 111.6% | $50.0M | $13.1M | Not disclosed | Not disclosed |
- Crewcial Partners codes 27 50 $108,707 PY2024
- Buck Global LLC codes 11 50 $68,618 PY2024
- Harper Danesh LLC codes 11 17 50 $60,700 PY2024
+25 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change 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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