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
United Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trust
Corporate pensionRoosevelt, NY
Assets
$15.2M
Total assets, Jun 30, 2025 reported
Funded
91.7%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
1
none on the tape
Plan sponsor: United Cerebral Palsy Association of Nassau County
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 1.3%
- Common/collective trusts 61.9%
- Registered investment companies 33.2%
Consultants and advisers
4 firms
- USI Consulting Group Actuarythrough Jun 30, 2025 Form 5500
- Charles Schwab Trust Trusteethrough Jun 30, 2025 Form 5500
- The Vanguard Group Trusteethrough Jun 30, 2023 Form 5500
- Captrust Actuarial Services, LLC Actuarythrough Jun 30, 2023 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
- Great Gray Trust Company1 rows, latest Jun 30, 2025
Commitments
1 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 Jun 30, 2025 | MFO Db Growth Protfolio Institutioncollective trust | Great Gray Trust Company | Pooled vehicles | $9.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 Jun 30, 2025 | 534 | $17.9M | $17.8M | 91.7% | $15.2M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 542 | $16.7M | $18.3M | 90.3% | $18.1M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 562 | $16.0M | $18.0M | 90.3% | $16.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 17 27 $132,225 PY2024
- BDO USA, PC codes 10 $24,726 PY2024
- Charles Schwab codes 21 $23,658 PY2024
- Captrust Actuarial Services, LLC codes 11 17 27 $16,113 PY2024
- Adp codes 15 $6,782 PY2024
- Great Gray Trust Company, LLC Sched. D C $9.4M PY2024
- USI Consulting Group codes 11 PY2024
- Captrust Actuarial Services, LLC codes 11 17 27 $100,859 PY2023
- Smith & Downey codes 29 $27,704 PY2023
- BDO USA, PC codes 10 $24,120 PY2023
- Adp codes 15 $9,013 PY2023
- Vanguard codes 21 $6,123 PY2023
- Captrust Actuarial Services, LLC codes 11 PY2023
- Captrust Actuarial Services, LLC codes 11 17 27 $105,003 PY2022
- BDO USA, PC codes 10 $25,700 PY2022
- Adp codes 15 $10,601 PY2022
- Vangaurd codes 21 $7,173 PY2022
- Captrust Actuarial Services, LLC codes 11 PY2022
What changed
2 events
- Jun 30, 2025Assets changedUnited Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trust total assets $18M -> $15M (-16.2%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Consultant changedinferenceUSI Consulting Group appears on United Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trust's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111723782-001
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.