DFX Intelligence
Allocator Intelligence
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Corporate pension
S••••••• C•••••••• B••• R••••••••• A•••••• P•••
Corporate pensionNewark, NJ
Assets
$160M
Total assets, Dec 31, 2024 reported
Funded
119.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S••••••• C•••••••• B•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
5 firms
- F••••• M•••••• L•• Pension consultantthrough Dec 31, 2024 Form 5500
- T•• V••••••• G•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••• U•• Pension consultantthrough Dec 31, 2022 Form 5500
- M••••••• J••• H•••••• Actuarythrough Dec 31, 2024 Form 5500
- J••• H•••••• Actuarythrough Dec 31, 2022 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
$174,788 (2023-12) · $158,294 (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 | 1,434 | $171M | $155M | 119.3% | $160M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,460 | $157M | $150M | 115.6% | $171M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,517 | $219M | $153M | 136.7% | $158M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J••• H•••••• codes 11 15 62 64 $209,136 PY2024
- T•• V••••••• G••••, Inc. codes 27 $184,003 PY2024
- F••••• M•••••• L•• codes 17 $43,100 PY2024
- Deloitte & Touche LLP codes 10 $21,412 PY2024
- M••••••• J••• H•••••• codes 11 PY2024
- J••• H•••••• codes 11 15 62 64 $215,700 PY2023
- T•• V••••••• G••••, Inc. codes 27 $161,768 PY2023
- M••••• U•• codes 17 $41,600 PY2023
- Deloitte & Touche LLP codes 10 $21,754 PY2023
- J••• H•••••• codes 11 PY2023
- T•• V••••••• G••••, Inc. codes 27 $225,301 PY2022
- J••• H•••••• codes 11 15 62 64 $217,570 PY2022
- M••••• U•• codes 17 $20,000 PY2022
- Deloitte & Touche LLP codes 10 $19,044 PY2022
- J••• H•••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceF••••• M•••••• L•• appears on S••••••• C•••••••• B••• R••••••••• A•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with F••••• M•••••• L••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceM••••• U•• no longer appears on S••••••• C•••••••• B••• R••••••••• A•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with M••••• U••askebsa.dol.gov
- Jan 1, 2024Funded status changedS••••••• C•••••••• B••• R••••••••• A•••••• P••• funded ratio 115.6% -> 119.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedS••••••• C•••••••• B••• R••••••••• A•••••• P••• funded ratio 136.7% -> 115.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS••••••• C•••••••• B••• R••••••••• A•••••• P••• plan assets $219M -> $157M (-27.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 941595409-001
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.