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
NEW Jersey Firemen's Home Employees' Pension Plan
Corporate pensionBoonton, NJ
Assets
$6.4M
Total assets, Jun 30, 2025 reported
Funded
92.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: NEW Jersey Firemens Home
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Corporate debt instruments (other) 5.1%
- U.S. Government securities 11.5%
- Common stock 81.2%
Consultants and advisers
2 firms
- Raymond James Directed trusteethrough Jun 30, 2023 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- PGB Trust & Investmentsplan years 2023
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
$46,453 (2024-06) · $45,454 (2023-06)
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 | 132 | $6.1M | $3.1M | 92.3% | $6.4M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 129 | $5.8M | $3.1M | 86.7% | $6.3M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 129 | $5.5M | $3.1M | 85.1% | $5.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PGB Trust & Investments codes 28 $45,657 PY2024
- Bpas Actuarial & Pension Services codes 11 17 50 70 $12,050 PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- PGB Trust & Investments codes 28 $40,633 PY2023
- Raymond James codes 25 $5,820 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- PGB Trust & Investments codes 28 $39,074 PY2022
- Raymond James codes 25 $6,380 PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
2 events
- Dec 31, 2024Consultant changedinferenceBpas Actuarial & Pension Services appears on NEW Jersey Firemen's Home Employees' Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Bpas Actuarial and Pension Servicesaskebsa.dol.gov
- Jul 1, 2024Funded status changedNEW Jersey Firemen's Home Employees' Pension Plan funded ratio 86.7% -> 92.3% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221500566-001
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.