Suburban Wholesalers Association Pension Plan
Taft-Hartley plan, based in Westbury, New York, reporting $22.3M in assets, for 1,038 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, First Actuarial Consulting Inc. no longer appears on Suburban Wholesalers Association Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser and 12 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Midcap 400 Index Fund3 commitments
- Principal U.S. Property Sa-Z3 commitments
- Longview Core Bond Fund3 commitments
- Amalgamated Bank of New York9 commitments
- Blackrock3 commitments
- Principal3 commitments
Relationship network
24 connected entities15 observed commitments9 repeat counterpartiescommitments 2023 to 2025
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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 7.9%
- Non-interest-bearing cash 1.9%
- Corporate debt instruments (preferred) 1.4%
- U.S. Government securities 0.2%
- Other investments 24.3%
- Partnership/joint venture interests 8.2%
- Common/collective trusts 49.9%
- Pooled separate accounts 2.7%
- Registered investment companies 0.4%
- Common stock 2.9%
Consultants and advisers
- First Actuarial Consulting, LLC ActuaryPension consultantthrough Mar 31, 2025 Form 5500
- Reynolds Consulting Services, LLC Investment adviser (plan)through Mar 31, 2023 Form 5500
- Bank of America Custodianthrough Mar 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Amalgamated Bank of New York9 rows, latest Mar 31, 2025
- Blackrock3 rows, latest Mar 31, 2025
- Principal3 rows, latest Mar 31, 2025
- Blackrockplan years
- Tocqueville Asset Management LPplan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceFirst Actuarial Consulting Inc. no longer appears on Suburban Wholesalers Association Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with First Actuarial Consulting, LLCaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Blackrock Msci Acwi Ex-Us Index Fdcollective trust | Blackrock | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $609,052 held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Mar 31, 2025 | 1,038 | Not disclosed | Not disclosed | n/a | $22.3M | $1.8M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 1,068 | Not disclosed | Not disclosed | n/a | $23.0M | $1.9M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 1,069 | Not disclosed | Not disclosed | n/a | $22.3M | $2.0M | Not disclosed | Not disclosed |
- Proskauer Rose codes 29 50 $90,374 PY2024
- C&r Consulting codes 13 50 $60,000 PY2024
- Calibre CPA Group, PLLC codes 10 50 $33,826 PY2024
+39 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
Not yet on record: funded ratio.
Suburban Wholesalers Association Pension Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Holding in a pooled vehicle ended2024-03-31source on record
- Holding in a pooled vehicle started2024-03-31source on record
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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.