Lufthansa German Airlines Pension Plan for United States Employees
Corporate pension, based in Uniondale, New York, reporting $137M in assets, for 1,743 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Lufthansa German Airlines Pension Plan for United States Employees no longer reports Russell 3000 Index Fund (last held $9M at 2023-12-31; absent from the 2024-12-31 filing).
2 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- GS Ct Inter Duration Credit Fund3 commitments
- Russell 3000 Index Fund2 commitments
- Goldman Sachs Trust Company3 commitments
- Blackrock Institutional Trust Company, N.A.2 commitments
Relationship network
12 connected entities5 observed commitments4 repeat counterpartiescommitments 2022 to 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
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›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 7.9%
- Corporate debt instruments (other) 37.9%
- U.S. Government securities 0.1%
- Insurance company general account 2.4%
- Other investments 3.0%
- Common/collective trusts 48.0%
Consultants and advisers
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Goldman Sachs Trust Company3 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.2 rows, latest Dec 31, 2023
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Goldman Sachs Asset Managementplan years 2022
What changed
- Dec 31, 2024Holding endedinferenceLufthansa German Airlines Pension Plan for United States Employees no longer reports Russell 3000 Index Fund (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with Russell 3000 Index Fundaskebsa.dol.gov
- Jan 1, 2023Funded status changedLufthansa German Airlines Pension Plan for United States Employees funded ratio 91.7% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLufthansa German Airlines Pension Plan for United States Employees plan assets $205M -> $147M (-28.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $65.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $63.1M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 1,743 | $149M | $128M | 80.0% | $137M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,792 | $147M | $135M | 80.0% | $149M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,859 | $205M | $140M | 91.7% | $147M | Not disclosed | Not disclosed | Not disclosed |
- Buck Global, LLC codes 11 17 50 70 $584,098 PY2024
- Goldman Sachs Asset Management LP codes 28 50 51 52 56 $338,177 PY2024
- State Street Bank & Trust Company codes 19 25 28 50 51 52 62 63 99 $67,723 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Lufthansa German Airlines Pension Plan for United States Employees sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source 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
+7 connections on the graph
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