Island Federal Credit Union Retirement Income Plan and Trust
Corporate pension, based in Hauppauge, New York, reporting $38.6M in assets, for 164 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Island Federal Credit Union Retirement Income Plan and Trust funded ratio 228.9% -> 250.2% (2023-01-01 to 2024-01-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Acadian Collective Investment Trust1 commitment
- Wtc-Cif II Small Cap Opp Portfolio1 commitment
- Acadian1 commitment
- Wellington Trust Company, Na1 commitment
Relationship network
10 connected entities2 observed commitmentscommitments 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 1.6%
- Non-interest-bearing cash 0.1%
- Common/collective trusts 10.9%
- Registered investment companies 87.4%
Consultants and advisers
- 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
Manager roster
- Acadian1 row, latest Dec 31, 2024
- Wellington Trust Company, Na1 row, latest Dec 31, 2024
- Acadianplan years
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Acadian Collective Investment Trustcollective trust | Acadian | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Small Cap Opp Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $1.7M held | Disclosed holding | askebsa.dol.gov |
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 | 164 | $39.2M | $15.7M | 250.2% | $38.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 172 | $34.3M | $15.0M | 228.9% | $39.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 176 | $42.4M | $15.2M | 279.5% | $34.3M | Not disclosed | Not disclosed | Not disclosed |
- 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
+5 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.