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
Island Federal Credit Union Retirement Income Plan and Trust
Corporate pensionHauppauge, NY
Assets
$38.6M
Total assets, Dec 31, 2024 reported
Funded
250.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Island Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.1%
- Common/collective trusts 10.9%
- Registered investment companies 87.4%
Consultants and advisers
3 firms
- Gallagher Fiduciary Advisors ActuaryInvestment adviser (plan)through Dec 31, 2024 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2023 Form 5500
- Sentinel Group Actuarythrough Dec 31, 2022 Form 5500
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
- Wellington Fd1 rows, latest Dec 31, 2024
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Acadian Collective Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Small Cap Opp Portfoliocollective trust | Wellington Fd | Public equity | $1.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 164 | $39.2M | $15.7M | 250.2% | $38.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 172 | $34.3M | $15.0M | 228.9% | $39.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 176 | $42.4M | $15.2M | 279.5% | $34.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Gallagher Fiduciary Advisors, LLC codes 27 50 $48,000 PY2024
- Gallagher Benefit Services, Inc. codes 11 50 $37,500 PY2024
- Wtc-Cif II Small Cap Opp. Portfolio Sched. D C $1.7M PY2024
- Acadian Collective Investment Trust Sched. D C $2.5M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Gallagher Fiduciary Advisors, LLC codes 27 $36,000 PY2023
- Gallagher Benefit Services, Inc. codes 11 PY2023
- Sentinel Group codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedIsland Federal Credit Union Retirement Income Plan and Trust funded ratio 228.9% -> 250.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedIsland Federal Credit Union Retirement Income Plan and Trust plan assets $34M -> $39M (+14.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedIsland Federal Credit Union Retirement Income Plan and Trust total assets $34M -> $39M (+14.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedIsland Federal Credit Union Retirement Income Plan and Trust funded ratio 279.5% -> 228.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIsland Federal Credit Union Retirement Income Plan and Trust plan assets $42M -> $34M (-19.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111814791-001
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.