Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.
Corporate pension, based in NEW York, New York, reporting $123M in assets, for 496 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Blackrock Institutional Trust Co. appears on Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023).
2 more managers and 42 more commitments
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- International Alpha Tilts Fund3 commitments
- Emerging Markets Alpha Tilts Fund3 commitments
- High Yield Bond Fund3 commitments
- Blackrock Institutional Trust Company, N.A.24 commitments
- AXA Equitable Life Ins Co6 commitments
- Blackrock6 commitments
Relationship network
41 connected entities45 observed commitments20 repeat counterparties36 dated commitments shown here, 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 basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.7%
- Common/collective trusts 95.4%
- Pooled separate accounts 2.5%
Consultants and advisers
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.24 rows, latest Dec 31, 2024
- AXA Equitable Life Ins Co6 rows, latest Dec 31, 2024
- Blackrock6 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Co,naplan years 2023
+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 startedBlackrock Institutional Trust Co. appears on Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. funded ratio 85.3% -> 89.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. funded ratio 115.7% -> 85.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. plan assets $157M -> $111M (-29.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | International Alpha Tilts Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Emerging Markets Alpha Tilts Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | High Yield Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $4.4M held | Disclosed holding | askebsa.dol.gov |
+42 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 496 | $118M | $106M | 89.4% | $123M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 509 | $111M | $107M | 85.3% | $121M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 526 | $157M | $103M | 115.7% | $115M | Not disclosed | Not disclosed | Not disclosed |
- Blackrock Institutional Trust Co. codes 28 50 51 $374,848 PY2024
- Milliman, Inc. codes 11 15 50 $137,192 PY2024
- Demarche Associates codes 28 50 51 $50,000 PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship started2024-12-31source 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
+7 connections on the graph
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