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•• B•••• R••••••••• H••••••• R••••••••• P•••

Corporate pensionWhite Plains, NY
Assets
$68.5M
Total assets, Dec 31, 2024 reported
Funded
76.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: B•••• R••••••••• H•••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Partnership/joint venture interests 11.1%
  • Common/collective trusts 84.3%
  • Pooled separate accounts 1.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
14 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••• L••••• A••••• S•• A•••••separate accountP••••••••Pooled vehicles$853,889 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• G••••• R••• E•••••collective trustA•• H••••• I••••••••• C••••••••• I•Real estate$40,226 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• G••••• E••••• F•••collective trustA•• T•••• C•••••• L••Public equity$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20242•• Y• U• S• T•••• S•••••collective trustA•• T•••• C•••••• L••Pooled vehicles$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• L••••• A••••• S•• A•••••separate accountP••••••••Pooled vehicles$819,251 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• G••••• R••• E•••••collective trustA•• H••••• I••••••••• C••••••••• I•Real estate$38,705 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• G••••• E••••• F•••collective trustA•• T•••• C•••••• L••Public equity$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20232•• Y• U• S• T•••• S•••••collective trustA•• T•••• C•••••• L••Pooled vehicles$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• E••••••• L•••••••• D••••• I••••collective trustA•• T•••• C•••••• L••Pooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L••••• A••••• S•• A•••••separate accountP••••••••Pooled vehicles$810,362 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• G••••• R••• E•••••collective trustA•• H••••• I••••••••• C••••••••• I•Real estate$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• G••••• E••••• F•••collective trustA•• T•••• C•••••• L••Public equity$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20222•• Y• U• S• T•••• S•••••collective trustA•• T•••• C•••••• L••Pooled vehicles$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• E••••••• L•••••••• D••••• I••••collective trustA•• T•••• C•••••• L••Pooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$68.5M Dec 31, 2024 reported Form 5500
$69.2M (2023-12) · $78.0M (2022-12)
Plan assets
$69.3M Jan 1, 2024 reported Form 5500
$78.5M (2023-01) · $100M (2022-01)
Net assets
$68.4M Dec 31, 2024 reported Form 5500
$69.2M (2023-12) · $78.0M (2022-12)
Funded ratio
76.1% Jan 1, 2024 reported Form 5500
78.3% (2023-01) · 89.0% (2022-01)
Funding target
$98.8M Jan 1, 2024 reported Form 5500
$108M (2023-01) · $106M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.45% (2022-01)
Participants
891 Jan 1, 2024 reported Form 5500
911 (2023-01) · 1,181 (2022-01)
Contributions
$3.7M Dec 31, 2024 reported Form 5500
$2.4M (2023-12) · $1.3M (2022-12)
Benefits paid
$5.8M Dec 31, 2024 reported Form 5500
$16.1M (2023-12) · $5.9M (2022-12)
Net investment income
$-882,909 Dec 31, 2024 reported Form 5500
$-8.8M (2023-12) · $-23.8M (2022-12)
Investment management fees
$2,500 Dec 31, 2024 reported Form 5500
$65,000 (2023-12) · $81,833 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024891$69.3M$98.8M76.1%$68.5M$7.6Mn/an/a
2023 to Dec 31, 2023911$78.5M$108M78.3%$69.2M$4.5Mn/an/a
2022 to Dec 31, 20221,181$100M$106M89.0%$78.0M$5.5Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $217,090 PY2024
  • Seyfarth Shaw LLP codes 29 50 $127,118 PY2024
  • BNY Mellon codes 19 50 $26,858 PY2024
  • AON Hewitt Investment codes 27 50 $2,500 PY2024
  • AON Large Cap Equity Index Sched. D C $8.8M PY2024
  • AON Multi Asset Credit Fund Sched. D C $4.0M PY2024
  • AON Non US Equity Index Sched. D C $5.9M PY2024
  • AON Small Cap Equity Index Sched. D C $1.5M PY2024
  • AON US Intermediate Govt Sched. D C $45,305 PY2024
  • AON US Long Govt Index Sched. D C $653,414 PY2024
  • Core Real Estate Sched. D C $7.3M PY2024
  • Long Cr Bd Sched. D C $4.6M PY2024
  • MID Duration Long Cr Bd Sched. D C $40,226 PY2024
  • AON Global Equity Cl I Sched. D C $8.9M PY2024
  • 20 Plus Year US Treasury Strips Sched. D C $15.4M PY2024
  • AON Enhanced Liability Driven Inv Sched. D C PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $853,889 PY2024
  • AON Global Real Estate Sched. D C $404,575 PY2024
  • AON High Yield Plus Sched. D C $120,051 PY2024
  • Principal Financial Group codes 11 PY2024
  • AON Hewitt Investment codes 27 50 $442,972 PY2023
  • BNY Mellon codes 19 50 $27,035 PY2023
  • Seyfarth Shaw LLP codes 29 50 $13,493 PY2023
  • Principal Life Insurance Company codes 13 50 64 $1,408 PY2023
  • AON Enhanced Liability Driven Inv Sched. D C $2.6M PY2023
  • Prin Liquid Assets Sep Acct-Z Sched. D P $819,251 PY2023
  • AON Global Real Estate Sched. D C $92,062 PY2023
  • AON High Yield Plus Sched. D C $109,949 PY2023
  • AON Large Cap Equity Index Sched. D C $8.6M PY2023
  • AON Multi Asset Credit Fund Sched. D C $3.7M PY2023
  • AON Non US Equity Index Sched. D C $5.6M PY2023
  • AON Small Cap Equity Index Sched. D C $1.3M PY2023
  • AON US Intermediate Govt Sched. D C $44,225 PY2023
  • AON US Long Govt Index Sched. D C $1.0M PY2023
  • Core Real Estate Sched. D C $7.4M PY2023
  • Long Cr Bd Sched. D C $3.9M PY2023
  • Mid Duration Long Cr Bd Sched. D C $38,705 PY2023
  • AON Global Equity Cl I Sched. D C $8.9M PY2023
  • 20 Plus Year US Treasury Strips Sched. D C $17.7M PY2023
  • Principal Financial Group codes 11 PY2023
  • BNY Mellon codes 19 50 $322,103 PY2022
  • AON Hewitt Investment codes 27 50 $163,021 PY2022
  • Seyfarth Shaw LLP codes 29 50 $42,786 PY2022
  • Long Cr Bd Sched. D C $6.5M PY2022
  • Mid Duration Long Cr Bd Sched. D C $34,795 PY2022
  • AON Global Equity Cl I Sched. D C $10.1M PY2022
  • AON Global Real Estate Sched. D C $132,914 PY2022
  • AON High Yield Plus Sched. D C $196,860 PY2022
  • AON Large Cap Equity Index Sched. D C $9.9M PY2022
  • AON Multi Asset Credit Fund Sched. D C $4.0M PY2022
  • AON Non US Equity Index Sched. D C $7.1M PY2022
  • AON Small Cap Equity Index Sched. D C $1.5M PY2022
  • AON US Intermediate Govt Sched. D C $82,395 PY2022
  • AON US Long Govt Index Sched. D C $81,517 PY2022
  • Core Real Estate Sched. D C $11.4M PY2022
  • 20 Plus Year US Treasury Strips Sched. D C $16.6M PY2022
  • AON Enhanced Liability Driven Inv Sched. D C $3.1M PY2022
  • Prin Liquid Assets Sep Acct-Z Sched. D P $810,362 PY2022
  • 20 Plus Year US Treasury Strips Sched. D P PY2022
  • Principal Financial Group codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Holding endedinference
    The Burke Rehabilitation Hospital Retirement Plan no longer reports AON Enhanced Liability Driven Inves (AON Trust Company LLC) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
    with A•• T•••• C•••••• L••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    The Burke Rehabilitation Hospital Retirement Plan funded ratio 78.3% -> 76.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    The Burke Rehabilitation Hospital Retirement Plan plan assets $79M -> $69M (-11.7%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    The Burke Rehabilitation Hospital Retirement Plan total assets $78M -> $69M (-11.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Burke Rehabilitation Hospital Retirement Plan funded ratio 89.0% -> 78.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Burke Rehabilitation Hospital Retirement Plan plan assets $100M -> $79M (-21.8%, 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 131739937-001
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.