Paul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan
Corporate pension, based in NEW York, New York, reporting $219M in assets, for 691 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Paul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan funded ratio 80.0% -> 82.1% (2023-01-01 to 2024-01-01).
1 more adviser and 2 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment3 commitments
- Jpmcb Strategic Property Fund2 commitments
- Northern Trust Investments, Inc.3 commitments
- J.P. Morgan Chase2 commitments
Relationship network
13 connected entities5 observed commitments4 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.
- 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
- Corporate debt instruments (other) 71.5%
- Corporate debt instruments (preferred) 4.1%
- U.S. Government securities 4.3%
- Partnership/joint venture interests 1.8%
- Common/collective trusts 4.9%
- Registered investment companies 12.4%
Consultants and advisers
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- J.P. Morgan Chase2 rows, latest Dec 31, 2024
- J.P. Morgan Investment Managementplan years 2022
- Sage Advisory Services Ltd. Co.plan years 2022
What changed
- Jan 1, 2024Funded status changedPaul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan funded ratio 80.0% -> 82.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedPaul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan first reports an interest in Jpmcb Strategic Property Fund (J.P. Morgan Chase): $8M at 2023-12-31with J.P. Morgan Chaseaskebsa.dol.gov
- Jan 1, 2023Funded status changedPaul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan funded ratio 86.7% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPaul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan plan assets $263M -> $206M (-21.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $2.7M held | Disclosed holding | askebsa.dol.gov |
+2 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
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 | 691 | $224M | $189M | 82.1% | $219M | $4.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 697 | $206M | $185M | 80.0% | $224M | $4.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 703 | $263M | $172M | 86.7% | $208M | Not disclosed | Not disclosed | Not disclosed |
- Sage Advisory Services codes 28 50 $417,952 PY2024
- USI Consulting Group Inc. codes 11 50 $95,265 PY2024
- Jpmorgan Investment Management Inc codes 28 50 $80,670 PY2024
+20 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
Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Funded status changed2023-01-01source 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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