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 Backstretch Employees Pension Plan
Corporate pensionElmont, NY
Assets
$55.4M
Total assets, Dec 31, 2024 reported
Funded
81.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: NEW York Backstretch Employees Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.8%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (preferred) 2.0%
- U.S. Government securities 25.9%
- Insurance company general account 2.8%
- Other investments 0.0%
- Registered investment companies 15.6%
- Common stock 49.4%
Consultants and advisers
6 firms
- Eagle Capital Management, LLC Trusteethrough Dec 31, 2022 Form 5500
- Brandywine Global Trusteethrough Dec 31, 2022 Form 5500
- Dahab Associates Trusteethrough Dec 31, 2022 Form 5500
- Sentinel Benefits Group, LLC Actuarythrough Dec 31, 2022 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2022 Form 5500
- Wellington Trust Company Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$307,173 (2023-12) · $334,298 (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 | 2,011 | $52.1M | $57.9M | 81.8% | $55.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,132 | $47.8M | $57.4M | 80.0% | $52.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,137 | $63.7M | $54.2M | 83.2% | $47.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Eagle Capital Management codes 21 $230,753 PY2024
- Brandywine Asset Management codes 21 $48,137 PY2024
- Sentinel Benefits Group, LLC codes 11 $44,970 PY2024
- Dahab Associates, Inc. codes 21 $37,861 PY2024
- Epstein, Becker and Green codes 29 $36,956 PY2024
- Calibre CPA Group PLLC codes 10 15 $32,029 PY2024
- Wellington Management Trust codes 21 $20,987 PY2024
- Wilmington Trust codes 21 $14,779 PY2024
- Sentinel Benefits Group, LLC codes 11 PY2024
- Eagle Capital Management codes 21 $207,128 PY2023
- Brandywine Asset Management codes 21 $45,857 PY2023
- Dahab Associates, Inc. codes 21 $35,013 PY2023
- Sentinel Benefits Group, LLC codes 11 $33,900 PY2023
- Calibre CPA Group PLLC codes 10 15 $27,000 PY2023
- Epstein, Becker and Green codes 29 $24,687 PY2023
- Wellington Management Trust codes 21 $19,175 PY2023
- Wilmington Trust codes 21 $13,178 PY2023
- Sentinel Benefits Group, LLC codes 11 PY2023
- Eagle Capital Management codes 21 $216,765 PY2022
- Brandywine Asset Management codes 21 $44,483 PY2022
- Dahab Associates, Inc. codes 21 $38,985 PY2022
- Sentinel Benefits Group, LLC codes 11 $37,855 PY2022
- Calibre CPA Group PLLC codes 10 $36,715 PY2022
- Epstein, Becker and Green codes 29 $30,171 PY2022
- Wellington Management Trust codes 21 $19,679 PY2022
- Wilmington Trust codes 21 $14,386 PY2022
- Sentinel Benefits Group, LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedNEW York Backstretch Employees Pension Plan funded ratio 83.2% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNEW York Backstretch Employees Pension Plan plan assets $64M -> $48M (-25.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 112236389-001
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.