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

Retirement Income Plan of Central Hudson Gas & Electric Corp.

Corporate pensionPoughkeepsie, NY
Assets
$780M
Total assets, Dec 31, 2024 reported
Funded
125.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: Central Hudson Gas & Electric Corp
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 22.4%
  • U.S. Government securities 6.2%
  • Common/collective trusts 68.4%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Ssga Russell 3000 Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$320M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$92.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$78.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Term Govt Bond Indexcollective trustBlackrock Institutional Trust Company NaFixed income$18.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company NaPooled vehicles$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Company NaFixed income$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Russell 3000 Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$303M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$98.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$73.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Term Govt Bond Indexcollective trustBlackrock Institutional Trust Company NaFixed income$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company NaPooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Company NaFixed income$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$91.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$67.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Term Govt Bond Indexcollective trustBlackrock Institutional Trust Company NaFixed income$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company NaPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Company NaFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Russell 3000 Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$263M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$780M Dec 31, 2024 reported Form 5500
$753M (2023-12) · $686M (2022-12)
Plan assets
$724M Jan 1, 2024 reported Form 5500
$656M (2023-01) · $876M (2022-01)
Net assets
$777M Dec 31, 2024 reported Form 5500
$751M (2023-12) · $680M (2022-12)
Funded ratio
125.0% Jan 1, 2024 reported Form 5500
121.2% (2023-01) · 138.4% (2022-01)
Funding target
$543M Jan 1, 2024 reported Form 5500
$543M (2023-01) · $531M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.42% (2022-01)
Participants
1,444 Jan 1, 2024 reported Form 5500
1,476 (2023-01) · 1,508 (2022-01)
Contributions
$126,194 Dec 31, 2024 reported Form 5500
$628,686 (2023-12) · $22,250 (2022-12)
Benefits paid
$39.6M Dec 31, 2024 reported Form 5500
$38.8M (2023-12) · $38.9M (2022-12)
Net investment income
$26.1M Dec 31, 2024 reported Form 5500
$70.9M (2023-12) · $-230M (2022-12)
Investment management fees
$1.1M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $811,868 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,444$724M$543M125.0%$780Mn/an/an/a
2023 to Dec 31, 20231,476$656M$543M121.2%$753Mn/an/an/a
2022 to Dec 31, 20221,508$876M$531M138.4%$686Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Jan 1, 2024Funded status changed
    Retirement Income Plan of Central Hudson Gas & Electric Corp. funded ratio 121.2% -> 125.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Retirement Income Plan of Central Hudson Gas & Electric Corp. plan assets $656M -> $724M (+10.4%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Income Plan of Central Hudson Gas & Electric Corp. funded ratio 138.4% -> 121.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Income Plan of Central Hudson Gas & Electric Corp. plan assets $876M -> $656M (-25.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 140555980-001
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.