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.

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Corporate pension

T•• P•••••• P••• o• C•••••••• A••••• O••••••••• o• E••• C•••••• I•••

Corporate pensionBuffalo, NY
Assets
$5.5M
Total assets, Dec 31, 2024 reported
Funded
84.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: C•••••••• A••••• O••••••••• o• W•••••• N•• Y•••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 2.1%
  • Pooled separate accounts 95.6%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024P••• G••• E•••• M•••••• S•••separate accountP••••••••Pooled vehicles$310,745 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• L••• S•• 5•• I•••• S•••separate accountP••••••••Pooled vehicles$92,530 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• S•••• S•• 6•• I•••• S•••separate accountP••••••••Pooled vehicles$419,665 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• L•• L••• D••••••• S•••separate accountP••••••••Fixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• I••• E••••• I•••• S•••separate accountP••••••••Public equity$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• L•• S•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$185,588 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• L•• I•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$555,440 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• L•• E•• D•• S•• A•••••separate accountP••••••••Pooled vehicles$91,017 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• G••• E•••• M•••••• S•••separate accountP••••••••Pooled vehicles$288,386 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L••• S•• 5•• I•••• S•••separate accountP••••••••Pooled vehicles$420,558 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• S•••• S•• 6•• I•••• S•••separate accountP••••••••Pooled vehicles$380,040 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L•• L••• D••••••• S•••separate accountP••••••••Fixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• I••• E••••• I•••• S•••separate accountP••••••••Public equity$998,336 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L•• S•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$175,841 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L•• I•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$544,570 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L•• E•• D•• S•• A•••••separate accountP••••••••Pooled vehicles$104,013 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• G••• E•••• M•••••• S•••separate accountP••••••••Pooled vehicles$257,456 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L••• S•• 5•• I•••• S•••separate accountP••••••••Pooled vehicles$700,896 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• S•••• S•• 6•• I•••• S•••separate accountP••••••••Pooled vehicles$329,839 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L•• L••• D••••••• S•••separate accountP••••••••Fixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• I••• E••••• I•••• S•••separate accountP••••••••Public equity$851,274 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L•• S•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$166,521 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L•• I•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$518,827 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L•• E•• D•• S•• A•••••separate accountP••••••••Pooled vehicles$102,993 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$5.5M Dec 31, 2024 reported Form 5500
$5.9M (2023-12) · $5.6M (2022-12)
Plan assets
$5.7M Jan 1, 2024 reported Form 5500
$5.4M (2023-01) · $7.5M (2022-01)
Net assets
$5.4M Dec 31, 2024 reported Form 5500
$5.7M (2023-12) · $5.4M (2022-12)
Funded ratio
84.3% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 106.7% (2022-01)
Funding target
$6.8M Jan 1, 2024 reported Form 5500
$6.8M (2023-01) · $6.8M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.38% (2022-01)
Participants
158 Jan 1, 2024 reported Form 5500
163 (2023-01) · 173 (2022-01)
Contributions
$128,000 Dec 31, 2024 reported Form 5500
$147,000 (2023-12) · $0 (2022-12)
Benefits paid
$417,862 Dec 31, 2024 reported Form 5500
$382,829 (2023-12) · $350,522 (2022-12)
Net investment income
$-314,935 Dec 31, 2024 reported Form 5500
$304,950 (2023-12) · $-2.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024158$5.7M$6.8M84.3%$5.5Mn/an/an/a
2023 to Dec 31, 2023163$5.4M$6.8M80.0%$5.9Mn/an/an/a
2022 to Dec 31, 2022173$7.5M$6.8M106.7%$5.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • P•••••••• Life Insurance Company codes 13 50 64 $10,200 PY2024
  • P••• G••• E•••• M•••••• Sa-R3 Sched. D P $310,745 PY2024
  • P••• Lgcap S&p 500 I•••• Sa-R3 Sched. D P $92,530 PY2024
  • P••• S•••• S&p 600 I•••• Sched. D P $419,665 PY2024
  • P••• Ldi L••• D••••••• Sa-R3 Sched. D P $2.6M PY2024
  • P••• Ldi I•••• Dursep Acct-R3 Sched. D P $555,440 PY2024
  • P••• Ldi Ext Dursep Acct-R3 Sched. D P $91,017 PY2024
  • P••• I••• Equity I•••• Sa-R3 Sched. D P $1.0M PY2024
  • P••• Ldi S•••• Dur Sep Acct-R3 Sched. D P $185,588 PY2024
  • U•• C••••••••• G•••• codes 11 PY2024
  • P•••••••• Life Insurance Company codes 13 50 64 $10,350 PY2023
  • P••• Ldi L••• D••••••• Sa-R3 Sched. D P $2.7M PY2023
  • P••• Blbl E•••• M•••••• Sa-R3 Sched. D P $288,386 PY2023
  • P••• Lgcap S&p 500 I•••• Sa-R3 Sched. D P $420,558 PY2023
  • P••• S•••• S&p 600 I•••• Sa-R3 Sched. D P $380,040 PY2023
  • P••• I••• Equity I•••• Sa-R3 Sched. D P $998,336 PY2023
  • P••• Ldi S•••• Dur Sep Acct-R3 Sched. D P $175,841 PY2023
  • P••• Ldi I•••• Dur Sep Acct-R3 Sched. D P $544,570 PY2023
  • P••• Ldi Ext Dur Sep Acct-R3 Sched. D P $104,013 PY2023
  • B•••• G•••• • U•• C••••••••• G•••• codes 11 PY2023
  • P•••••••• Life Insurance Company codes 13 50 64 $10,250 PY2022
  • P••• Lgcap S&p 500 I•••• Sa-R3 Sched. D P $700,896 PY2022
  • P••• S•••• S&p 600 I•••• Sa-R3 Sched. D P $329,839 PY2022
  • P••• Ldi L••• D••••••• Sa-R3 Sched. D P $2.5M PY2022
  • P••• Ldi I•••• Dur Sep Acct-R3 Sched. D P $518,827 PY2022
  • P••• G••• E•••• M•••••• Sa-R3 Sched. D P $257,456 PY2022
  • P••• Ldi Ext Dur Sep Acct-R3 Sched. D P $102,993 PY2022
  • P••• I••• Equity I•••• Sa-R3 Sched. D P $851,274 PY2022
  • P••• Ldi S•••• Dur Sep Acct-R3 Sched. D P $166,521 PY2022
  • B•••• G•••• codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    T•• P•••••• P••• o• C•••••••• A••••• O••••••••• o• E••• C•••••• I••• funded ratio 80.0% -> 84.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    T•• P•••••• P••• o• C•••••••• A••••• O••••••••• o• E••• C•••••• I••• funded ratio 106.7% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    T•• P•••••• P••• o• C•••••••• A••••• O••••••••• o• E••• C•••••• I••• plan assets $7M -> $5M (-27.4%, 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 160911473-001
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.