DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Rudin Management Co. Inc. Employees' Pension Trust
Corporate pensionNEW York, NY
Assets
$124M
Total assets, Dec 31, 2024 reported
Funded
99.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Rudin Management Co., Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.4%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 54.9%
- Common/collective trusts 34.6%
Consultants and advisers
4 firms
- Roberts & Holland LLP General consultantthrough Dec 31, 2023 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- Wellington Trust Company, Na Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Wellington Trust Company, Na4 rows, latest Dec 31, 2024
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Wtc-Cif Research Equity Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $33.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif Small Cap 2000 Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wellington Ctf Small Cap 2000collective trust | Wellington Trust Company, Na | Public equity | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wellington Ctf Small Cap 2000collective trust | Wellington Trust Company, Na | Public equity | $15.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Contributions
Investment management fees
$1.0M (2023-12) · $810,345 (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 | 325 | $123M | $88.8M | 99.3% | $124M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 294 | $111M | $89.0M | 95.9% | $124M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 279 | $148M | $85.1M | 109.3% | $112M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wellington Trust Company codes 21 28 51 $334,660 PY2024
- Segal codes 11 26 50 $261,000 PY2024
- Bank of New York codes 14 21 28 51 $211,519 PY2024
- Roberts & Holland LLP codes 29 50 $50,222 PY2024
- Paycom Software, Inc. codes 15 50 $36,700 PY2024
- Forvis Mazars, LLP codes 10 50 $25,500 PY2024
- CIF Small Cap 2000 Fund Sched. D C $9.9M PY2024
- CIF Research Equity Fund Sched. D C $33.2M PY2024
- Segal codes 11 PY2024
- Wellington Trust Company codes 21 $387,202 PY2023
- Segal codes 11 26 $281,136 PY2023
- Bank of New York codes 21 $189,338 PY2023
- Roberts & Holland LLP codes 16 29 $68,419 PY2023
- Cbiz Marks Paneth LLC codes 10 $31,987 PY2023
- Paycom Software, Inc. codes $8,129 PY2023
- Automatic Data Processing, Inc. codes $6,920 PY2023
- CIF Research Equity Sched. D C $32.2M PY2023
- CIF Small Cap 2000 Sched. D C $13.7M PY2023
- Segal codes 11 PY2023
- Wellington Trust Company codes 21 $393,039 PY2022
- Bank of New York codes 21 $184,488 PY2022
- Segal codes 11 26 $178,149 PY2022
- Cbiz Marks Paneth LLC codes 10 $30,162 PY2022
- CIF Research Equity Sched. D C $35.6M PY2022
- CIF Small Cap 2000 Sched. D C $15.3M PY2022
- Segal codes 11 PY2022
What changed
12 events
- Dec 31, 2024Holding startedRudin Management Co. Inc. Employees' Pension Trust first reports an interest in Wtc-Cif Research Equity Portfolio (Wellington Trust Company, Na): $33M at 2024-12-31with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRudin Management Co. Inc. Employees' Pension Trust no longer reports Wellington Ctf Small Cap 2000 (Wellington Trust Company, Na) (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2024Holding startedRudin Management Co. Inc. Employees' Pension Trust first reports an interest in Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na): $10M at 2024-12-31with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWellington Trust Company appears on Rudin Management Co. Inc. Employees' Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceRoberts & Holland LLP no longer appears on Rudin Management Co. Inc. Employees' Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Roberts & Holland LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBank of New York appears on Rudin Management Co. Inc. Employees' Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Bank of New York Mellonaskebsa.dol.gov
- Jan 1, 2024Funded status changedRudin Management Co. Inc. Employees' Pension Trust funded ratio 95.9% -> 99.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRudin Management Co. Inc. Employees' Pension Trust plan assets $111M -> $123M (+10.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceRoberts & Holland LLP appears on Rudin Management Co. Inc. Employees' Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Roberts & Holland LLPaskebsa.dol.gov
- Dec 31, 2023Assets changedRudin Management Co. Inc. Employees' Pension Trust total assets $112M -> $124M (+10.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRudin Management Co. Inc. Employees' Pension Trust funded ratio 109.3% -> 95.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRudin Management Co. Inc. Employees' Pension Trust plan assets $148M -> $111M (-24.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131247876-001
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.