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
Tompkins Financial Corporation Retirement Plan
Corporate pensionIthaca, NY
Assets
$88.3M
Total assets, Dec 31, 2024 reported
Funded
91.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Tompkins Financial Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Registered investment companies 98.9%
Consultants and advisers
2 firms
- Neuberger Berman Trust Company, Na Custodianthrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 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)
- Neuberger Bermanplan years 2022
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
$269,252 (2023-12) · $196,164 (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 | 863 | $84.6M | $67.7M | 91.0% | $88.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 881 | $78.9M | $68.4M | 93.7% | $84.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 923 | $96.4M | $67.6M | 93.6% | $78.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Neuberger Berman Trust Company N.A. codes 19 50 $189,079 PY2024
- Buck Global, LLC codes 11 50 $71,651 PY2024
- Warner Norcross & Judd LLP codes 29 50 $23,610 PY2024
- Neuberger Berman Investment Adviser codes 28 51 PY2024
- Buck Global, LLC codes 11 PY2024
- Neuberger Berman Trust Company N.A. codes 19 50 $183,825 PY2023
- Buck Global, LLC codes 11 50 $136,533 PY2023
- Neuberger Berman Investment Adviser codes 28 PY2023
- Buck Global, LLC codes 11 PY2023
- Neuberger Berman Trust Company N.A. codes 19 50 $196,164 PY2022
- Buck Global, LLC codes 11 50 $40,584 PY2022
- Neuberger Berman Investment Adviser codes 28 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedTompkins Financial Corporation Retirement Plan funded ratio 93.7% -> 91.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedTompkins Financial Corporation Retirement Plan plan assets $96M -> $79M (-18.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 141811613-001
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.