DFX Intelligence

Allocator Intelligence

Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $171M in assets, for 2,299 participants.

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

Assets
$171M
Funded ratio
114.8%
Fund commitments
7
Managers
3
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (7)Allocation policyManagers
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, Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan first reports an interest in Intermediate Term Credit Bond Index: $2M at 2024-12-31.

15 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
Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan
Funds committed to
All 7
Managers

Relationship network

21 connected entities18 observed commitments9 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.

Reading the network
  • 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 pensionShow
Corporate pension
Assets
$171M
Total assets, Dec 31, 2024 reported
Funded
114.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
7
2 managers on Schedule C
Plan sponsor: The Ogilvy Group, LLC

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Common/collective trusts 98.7%

Consultants and advisers

3 firms

People

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

Manager roster

3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

What changed

4 events
  • Dec 31, 2024Holding started
    Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan first reports an interest in Intermediate Term Credit Bond Index: $2M at 2024-12-31
    with Intermediate Term Credit Bond Indexaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan first reports an interest in BLK Msci Equity Index Fund Russia: $3 at 2023-12-31
    with BLK Msci Equity Index Fund Russiaaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan funded ratio 142.5% -> 116.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan plan assets $224M -> $170M (-24.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

18 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock Msci Acwi Imi Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$31,061 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Term Credit Bond Indexcollective trustBlackrock Institutional Trust Company, N.A.Private credit$1.6M heldDisclosed holdingaskebsa.dol.gov

+15 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Size and funding

33 readings
Total assets
$171M Dec 31, 2024 reported Form 5500
$177M (2023-12) · $170M (2022-12)
Plan assets
$177M Jan 1, 2024 reported Form 5500
$170M (2023-01) · $224M (2022-01)
Net assets
$171M Dec 31, 2024 reported Form 5500
$177M (2023-12) · $170M (2022-12)
Funded ratio
114.8% Jan 1, 2024 reported Form 5500
116.2% (2023-01) · 142.5% (2022-01)
Funding target
$165M Jan 1, 2024 reported Form 5500
$161M (2023-01) · $155M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.11% (2023-01) · 5.36% (2022-01)
Participants
2,299 Jan 1, 2024 reported Form 5500
2,357 (2023-01) · 2,476 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$8.2M Dec 31, 2024 reported Form 5500
$7.0M (2023-12) · $10.5M (2022-12)
Net investment income
-$6.8M Dec 31, 2024 reported Form 5500
$7.4M (2023-12) · -$53.6M (2022-12)
Investment management fees
$333,666 Dec 31, 2024 reported Form 5500
$395,811 (2023-12) · $362,748 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,299$177M$165M114.8%$171MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,357$170M$161M116.2%$177MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,476$224M$155M142.5%$170MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 more service providers

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

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Provenance

Identifiers: EIN-PN 132555496-005
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

4 dated events on the change ledger, latest event first
  • Holding in a pooled vehicle started
    2024-12-31source on record
  • Holding in a pooled vehicle started
    2023-12-31source on record
  • Funded status changed
    2023-01-01source 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

+7 connections on the graph

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