Niagara Mohawk Pension Plan
Corporate pension, based in Brooklyn, New York, reporting $1.2B in assets, for 4,908 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Cliftonlarsonallen LLP no longer appears on Niagara Mohawk Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 3 more managers, 16 more commitments and 13 more dated events
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- US Total Market Index Nl Fund3 commitments
- Hipep VII Emerging Mkts Feeder Fund3 commitments
- Harbourvest Partners Viii-Cayman Mz3 commitments
- State Street Global Advisors Trust6 commitments
- Harbourvest Partners LP3 commitments
- HarbourVest3 commitments
Relationship network
46 connected entities19 observed commitments11 repeat counterparties15 dated commitments shown here, 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
- 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 pensionShowHide
Allocation policy
- Interest-bearing cash 0.8%
- Corporate debt instruments (other) 30.9%
- Corporate debt instruments (preferred) 13.5%
- U.S. Government securities 14.0%
- Other investments 10.7%
- Partnership/joint venture interests 20.1%
- 103-12 investment entities 0.2%
- Common/collective trusts 8.4%
- Registered investment companies 0.5%
- Common stock 0.0%
- Preferred stock 0.0%
Consultants and advisers
- Pricewaterhousecoopers LLP General consultantthrough Dec 31, 2023 Form 5500
- Cliftonlarsonallen LLP General consultantthrough Dec 31, 2022 Form 5500
- Mercer General consultantthrough Dec 31, 2022 Form 5500
+4 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
Manager roster
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
- Harbourvest Partners LP3 rows, latest Dec 31, 2024
- HarbourVest3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- HarbourVestplan years
- Harbourvest Partners LPplan years
- State Street Global Advisorsplan years 2024
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceCliftonlarsonallen LLP no longer appears on Niagara Mohawk Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Cliftonlarsonallen LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBarrow Hanley, Mewhinney Inc no longer appears on Niagara Mohawk Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Barrow Hanley Mewhinney & Straussaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRanger Investment Management no longer appears on Niagara Mohawk Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ranger Investment Management LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePricewaterhousecoopers LLP no longer appears on Niagara Mohawk Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Pricewaterhousecoopers LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFMR Corp no longer appears on Niagara Mohawk Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
+13 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | US Total Market Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $31.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hipep VII Emerging Mkts Feeder Fund103 12 ie | Harbourvest Partners LP | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Harbourvest Partners Viii-Cayman Mz103 12 ie | HarbourVest | Pooled vehicles | $68,994 held | Disclosed holding | askebsa.dol.gov |
+16 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 | 4,908 | $1.0B | $568M | 100.4% | $1.2B | $235M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,821 | $986M | $582M | 94.6% | $1.1B | $247M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,458 | $1.9B | $1.1B | 117.0% | $1.2B | $258M | Not disclosed | Not disclosed |
- AON Consulting Inc codes 11 16 50 65 $650,584 PY2024
- The Bank of New York Mellon codes 18 19 21 50 $563,328 PY2024
- Pacific Investment Management codes 28 50 $344,576 PY2024
+70 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
Niagara Mohawk Pension Plan sits on 22 traced paths of capital across the graphs.
DFX traced 22 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
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+15 more changes 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
+25 connections on the graph
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