DFX Intelligence
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Corporate pension
L•••••••• R••••••••• P•••
Corporate pensionNEW York, NY
Assets
$56.2M
Total assets, Dec 31, 2024 reported
Funded
82.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Corporate debt instruments (other) 15.4%
- Other investments 33.3%
- Common stock 46.6%
- Real estate (other than employer real property) 3.6%
Consultants and advisers
1 firms
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- U•• F•••••••• S••••••• I•••plan years 2022
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
$158,573 (2023-12) · $167,270 (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 | 1,881 | $52.2M | $39.2M | 82.5% | $56.2M | n/a | n/a | $2.0M |
| 2023 to Dec 31, 2023 | 1,355 | $47.0M | $39.2M | 86.3% | $52.2M | n/a | n/a | $2.0M |
| 2022 to Dec 31, 2022 | 1,360 | $55.4M | $37.6M | 88.1% | $47.0M | n/a | n/a | $2.1M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•••• B••• o• S••••••••• G•••• codes 28 50 $177,609 PY2024
- M•••••••• I••• codes 11 50 $148,967 PY2024
- M•••••••• I••• codes 11 PY2024
- U•••• B••• o• S••••••••• G•••• codes 28 50 $158,573 PY2023
- M•••••••• I••• codes 11 50 $107,240 PY2023
- M•••••••• I••• codes 11 PY2023
- U•••• B••• o• S••••••••• G•••• codes 28 50 $167,270 PY2022
- M•••••••• I••• codes 11 50 $104,371 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changed••• Locked
- Jan 1, 2024Assets changed••• Locked
- Dec 31, 2023Assets changed••• Locked
- Jan 1, 2023Assets changed••• Locked
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132526022-001
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.