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
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan
Corporate pensionMedford, NY
Assets
$11.8M
Total assets, Dec 31, 2024 reported
Funded
153.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Suffolk Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.1%
- Registered investment companies 98.9%
Consultants and advisers
5 firms
- Sentinel Plan Advisors Investment adviser (plan)through Dec 31, 2023 Form 5500
- Trusteed Retirement Program Pension consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Sentinel Benefits Group, LLC Actuarythrough Dec 31, 2023 Form 5500
- Cuna Mutual Group Actuarythrough Dec 31, 2022 Form 5500
- Cmfg Life Insurance Company Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$25,616 (2023-12) · $1,487 (2022-12)
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 | 121 | $11.8M | $7.5M | 153.3% | $11.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 123 | $11.7M | $7.7M | 147.4% | $11.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 132 | $15.0M | $8.3M | 176.8% | $11.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sentinel Pension Advisors codes 27 51 $30,518 PY2024
- Sentinel Benefits Group, LLC codes 15 17 50 $23,723 PY2024
- Sentinel Benefits Group, Inc. codes 11 PY2024
- Sentinel Pension Advisors codes 27 51 $25,616 PY2023
- Sentinel Benefits Group, LLC codes 15 17 50 $25,588 PY2023
- Sentinel Benefits Group, Inc. codes 11 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $55,302 PY2022
- Trusteed Retirement Program codes 20 27 51 $1,487 PY2022
- Trustee Retirement Pension Pln Fund Sched. D C PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedSuffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan funded ratio 147.4% -> 153.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceCmfg Life Insurance Company no longer appears on Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Cmfg Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSentinel Pension Advisors appears on Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Sentinel Plan Advisorsaskebsa.dol.gov
- Jan 1, 2023Funded status changedSuffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan funded ratio 176.8% -> 147.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSuffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan plan assets $15M -> $12M (-22.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 112200411-022
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.