DFX Intelligence
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Corporate pension
B••••••• S•• N••••••• B••• P•••••• P•••
Corporate pensionB••••••• Spa, NY
Assets
$21.9M
Total assets, Sep 30, 2025 reported
Funded
90.6%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: B••••••• S•• N••••••• B•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.0%
- Corporate debt instruments (other) 16.9%
- U.S. Government securities 33.0%
- Registered investment companies 25.1%
- Common stock 20.8%
Consultants and advisers
2 firms
- W•••• M••••• A••••••• Investment adviser (plan)through Sep 30, 2023 Form 5500
- M•••••••• I••• Actuarythrough Sep 30, 2023 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
$25,000 (2024-09) · $25,000 (2023-09)
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 Sep 30, 2025 | 212 | $22.5M | $17.7M | 90.6% | $21.9M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 206 | $20.1M | $17.5M | 80.2% | $22.5M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 196 | $19.4M | $16.7M | 79.7% | $20.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W•••• M••••• A••••••• codes 27 50 $25,000 PY2024
- M••••••• I••• codes 11 PY2024
- W•••• M••••• A••••••• codes 27 50 $25,000 PY2023
- M••••••• I••• codes 11 PY2023
- W•••• M••••• A••••••• codes 27 50 $25,000 PY2022
- M••••••• I••• codes 11 PY2022
What changed
3 events
- Oct 1, 2024Funded status changed••• Locked
- Oct 1, 2024Assets changed••• Locked
- Sep 30, 2024Assets changed••• Locked
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 140486153-001
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.