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
Senior Service America, Inc. Staff Pension Plan
Corporate pensionSilver Spring, MD
Assets
$53.3M
Total assets, Dec 31, 2024 reported
Funded
151.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Senior Service America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.3%
- Common/collective trusts 99.7%
Consultants and advisers
4 firms
- The Segal Co. (eastern States) Inc. ActuaryGeneral consultantthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Segal Consulting Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,na3 rows, latest Dec 31, 2024
- Invesco Balanced-Risk Alloc. Trust3 rows, latest Dec 31, 2024
Commitments
12 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 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $30.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Balanced-Risk Alloc. Trust | Multi-asset | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $8.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $25.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Balanced-Risk Alloc. Trust | Multi-asset | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $21.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Balanced-Risk Alloc. Trust | Multi-asset | $4.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Contributions
Investment management fees
$221,360 (2023-12) · $262,090 (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 | 292 | $48.6M | $28.4M | 151.8% | $53.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 273 | $43.2M | $27.9M | 150.0% | $48.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 261 | $54.8M | $26.7M | 158.8% | $43.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Company codes 11 50 $102,621 PY2024
- Amalgamated Bank codes 19 51 $23,855 PY2024
- Gorfine Schiller & Gardyn PA codes 10 50 $17,000 PY2024
- O'Donoghue & O'Donoghu codes 10 50 $15,141 PY2024
- Blackrock Institutional Trust Compa codes 21 24 28 50 51 $11,092 PY2024
- Adp codes 10 50 $10,423 PY2024
- Daniel Kerr codes 35 50 $5,850 PY2024
- Longview Large Cap 500 Index Fund Sched. D C $30.7M PY2024
- Longview Core Bond Fund Sched. D C $7.6M PY2024
- Long Duration Corporate Credit Scre Sched. D C $10.2M PY2024
- Invesco Balanced-Risk Allocation Tr Sched. D C $4.6M PY2024
- Segal Consulting codes 11 PY2024
- The Segal Company codes 11 50 $80,906 PY2023
- Amalgamated Bank codes 19 51 $21,558 PY2023
- Adp codes 10 50 $16,699 PY2023
- Gorfine Schiller & Gardyn PA codes 10 50 $14,500 PY2023
- Segal Marco Advisors codes 16 50 $12,500 PY2023
- Blackrock Institutional Trust Compa codes 21 24 28 50 51 $10,535 PY2023
- Daniel Kerr codes 35 50 $6,309 PY2023
- Longview Core Bond Fund Sched. D C $8.2M PY2023
- Longview Largecap 500 Index Fund Sched. D C $25.6M PY2023
- LNG Dur Corp Cr Screen Nonlend Fun Sched. D C $10.4M PY2023
- Invesco Balanced Risk Allocation Tr Sched. D C $4.4M PY2023
- Segal Consulting codes 11 PY2023
- The Segal Company codes 11 50 $75,475 PY2022
- O'Donoghue & O'Donoghue codes 29 50 $48,015 PY2022
- Amalgamated Bank codes 19 51 $25,094 PY2022
- Segal Marco Advisors codes 16 50 $25,000 PY2022
- Daniel Kerr codes 35 50 $17,590 PY2022
- Gorfine Schiller & Gardyn PA codes 10 50 $13,200 PY2022
- Adp codes 10 50 $7,191 PY2022
- Invesco Balanced Risk Allocation Tr Sched. D C $4.1M PY2022
- LNG Dur Corp Cr Screen Nonlend Fun Sched. D C $9.3M PY2022
- Longview Largecap 500 Index Fund Sched. D C $21.3M PY2022
- Longview Core Bond Fund Sched. D C $8.3M PY2022
- Segal Consulting codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceSegal Marco Advisors no longer appears on Senior Service America, Inc. Staff Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Jan 1, 2024Assets changedSenior Service America, Inc. Staff Pension Plan plan assets $43M -> $49M (+12.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedBlackrock Institutional Trust Compa appears on Senior Service America, Inc. Staff Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Assets changedSenior Service America, Inc. Staff Pension Plan total assets $43M -> $49M (+12.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSenior Service America, Inc. Staff Pension Plan funded ratio 158.8% -> 150.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSenior Service America, Inc. Staff Pension Plan plan assets $55M -> $43M (-21.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521763637-001
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.