DFX Intelligence

Allocator Intelligence

National Cargo Bureau, Inc. Pension Plan

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $120M in assets, for 242 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$120M
Funded ratio
135.7%
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Open searchesAllocation policyConsultants
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Vanguard Advisors Inc. no longer appears on National Cargo Bureau, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).

2 more advisers

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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Relationship network

6 connected entities

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.

Reading the network
  • 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 pensionShow
Corporate pension
Assets
$120M
Total assets, Jun 30, 2025 reported
Funded
135.7%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: National Cargo Bureau, Inc.

Allocation policy

Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Registered investment companies 99.2%

Consultants and advisers

5 firms

+2 more consultants and advisers 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

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

4 events
  • Dec 31, 2024Consultant changedinference
    Vanguard Advisors Inc. no longer appears on National Cargo Bureau, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Vanguard Advisors Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Mercer appears on National Cargo Bureau, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mercer Investments LLCaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    National Cargo Bureau, Inc. Pension Plan funded ratio 153.2% -> 135.7% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jul 1, 2023Funded status changed
    National Cargo Bureau, Inc. Pension Plan funded ratio 156.2% -> 153.2% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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
Total assets
$120M Jun 30, 2025 reported Form 5500
$111M (2024-06) · $107M (2023-06)
Plan assets
$111M Jul 1, 2024 reported Form 5500
$107M (2023-07) · $102M (2022-07)
Net assets
$119M Jun 30, 2025 reported Form 5500
$111M (2024-06) · $107M (2023-06)
Funded ratio
135.7% Jul 1, 2024 reported Form 5500
153.2% (2023-07) · 156.2% (2022-07)
Funding target
$55.4M Jul 1, 2024 reported Form 5500
$54.1M (2023-07) · $51.0M (2022-07)
Discount rate
5.38% Jul 1, 2024 reported Form 5500
5.26% (2023-07) · 5.42% (2022-07)
Participants
242 Jul 1, 2024 reported Form 5500
234 (2023-07) · 233 (2022-07)
Contributions
$1.8M Jun 30, 2025 reported Form 5500
$1.8M (2024-06) · $2.8M (2023-06)
Benefits paid
$3.2M Jun 30, 2025 reported Form 5500
$3.1M (2024-06) · $2.9M (2023-06)
Net investment income
$8.1M Jun 30, 2025 reported Form 5500
$4.5M (2024-06) · $4.4M (2023-06)
Investment management fees
$89,234 Jun 30, 2025 reported Form 5500
$103,916 (2024-06) · $130,949 (2023-06)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025242$111M$55.4M135.7%$120MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024234$107M$54.1M153.2%$111MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023233$102M$51.0M156.2%$107MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+7 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 135615188-001
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.

Not yet on record: fund commitments, managers.

Record history

4 dated events on the change ledger, latest event first
  • Consultant changed
    2024-12-31source on record
  • Consultant changed
    2024-12-31source on record
  • Funded status changed
    2024-07-01source on record

+1 more change on this record's ledger

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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

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