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 York Central Mutual Fire Insurance Company Retirement Income Plan
Corporate pensionEdmeston, NY
Assets
$144M
Total assets, Dec 31, 2024 reported
Funded
101.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: NEW York Central Mutual Fire Insurance Co.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 29.6%
- Pooled separate accounts 3.1%
- Registered investment companies 64.6%
Consultants and advisers
2 firms
- Wilshire Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 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
- Principal3 rows, latest Dec 31, 2024
Commitments
3 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 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $5.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 Dec 31, 2024 | 1,128 | $171M | $154M | 101.8% | $144M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,118 | $159M | $144M | 110.2% | $140M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,115 | $190M | $137M | 117.9% | $128M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $412,338 PY2024
- Wilshire Advisors LLC codes 27 72 PY2024
- Principal U.S. Property Sa-Z Sched. D P $4.4M PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $273,076 PY2023
- Wilshire Advisors LLC codes 27 72 PY2023
- Principal U.S. Property Sa-Z Sched. D P $4.7M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $334,243 PY2022
- Wilshire Advisors LLC codes 27 72 PY2022
- Principal U.S. Property Sa-Z Sched. D P $5.4M PY2022
- Principal Financial Group codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedNEW York Central Mutual Fire Insurance Company Retirement Income Plan funded ratio 110.2% -> 101.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedNEW York Central Mutual Fire Insurance Company Retirement Income Plan funded ratio 117.9% -> 110.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNEW York Central Mutual Fire Insurance Company Retirement Income Plan plan assets $190M -> $159M (-16.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 150398170-001
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.