Nysa-Ila Pension Trust Fund & Plan
Taft-Hartley plan, based in Jersey City, New Jersey, reporting $1.4B in assets, for 9,180 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Nysa-Ila Pension Trust Fund & Plan total assets $1.2B -> $1.4B (+10.0%, 2023-12-31 to 2024-12-31).
2 more advisers and 9 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- Amalgamated Long View Midcap 400 in3 commitments
- RBC Gam International Fund3 commitments
- Loomis Sayles World Bond Trust3 commitments
- Amalgamated Bank of New York6 commitments
- State Street Bank & Trust Company3 commitments
- Loomis Sayles Trust Company3 commitments
Relationship network
45 connected entities12 observed commitments8 repeat counterpartiescommitments 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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.8%
- Other investments 17.1%
- Common/collective trusts 81.6%
Consultants and advisers
- Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- State Street Bank & Trust Company3 rows, latest Dec 31, 2024
- Loomis Sayles Trust Company3 rows, latest Dec 31, 2024
- State Street Bank & Trust Companyplan years
- Ullico Investment Advisorsplan years 2023
- Prudential Retirement & Annuity Insplan years 2022
+5 more Schedule C managers
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, 2024Assets changedNysa-Ila Pension Trust Fund & Plan total assets $1.2B -> $1.4B (+10.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedNysa-Ila Pension Trust Fund & Plan funded ratio 113.4% -> 116.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedNysa-Ila Pension Trust Fund & Plan funded ratio 105.0% -> 113.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNysa-Ila Pension Trust Fund & Plan plan assets $1.3B -> $1.1B (-11.0%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Amalgamated Long View Midcap 400 incollective trust | Amalgamated Bank of New York | Pooled vehicles | $123M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | RBC Gam International Fundcollective trust | State Street Bank & Trust Company | Pooled vehicles | $59.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles World Bond Trustcollective trust | Loomis Sayles Trust Company | Fixed income | $185M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 9,180 | Not disclosed | Not disclosed | n/a | $1.4B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,127 | Not disclosed | Not disclosed | n/a | $1.2B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,059 | Not disclosed | Not disclosed | n/a | $1.1B | Not disclosed | Not disclosed | Not disclosed |
- Hancock S-Reit Jcity Corp codes 99 $999,910 PY2024
- Ullico Infrastructure codes 51 $897,001 PY2024
- Boyd Watterson Asset Mgmt LLC codes 52 $851,894 PY2024
+103 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Nysa-Ila Pension Trust Fund & Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2024-12-31source 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
+14 connections on the graph
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