Ernst & Young Partnership Defined Benefit Retirement Plan
Corporate pension, based in Secaucus, New Jersey, reporting $3.0B in assets, for 3,934 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Albourne America LLC appears on Ernst & Young Partnership Defined Benefit Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
10 more managers, 46 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Short-Term Investment Fund3 commitments
- ALL Weather Portfolio Limited3 commitments
- Mondrian All Countries World Ex-Us3 commitments
- Blackrock Institutional Trust Company, N.A.11 commitments
- Mondrian Investment Group(us) Inc6 commitments
- Fidelity Institutional Asset Mgmt6 commitments
Relationship network
56 connected entities49 observed commitments28 repeat counterparties34 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Non-interest-bearing cash 0.0%
- U.S. Government securities 17.5%
- Partnership/joint venture interests 5.0%
- 103-12 investment entities 9.2%
- Common/collective trusts 28.8%
- Registered investment companies 31.4%
Consultants and advisers
- Albourne America LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2023 Form 5500
- Ernst & Young LLP Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.11 rows, latest Dec 31, 2024
- Mondrian Investment Group(us) Inc6 rows, latest Dec 31, 2024
- Fidelity Institutional Asset Mgmt6 rows, latest Dec 31, 2024
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Vanguard Fiduciary Trust Companyplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Bridgewaterplan years
+11 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
What changed
- Dec 31, 2024Holding startedErnst & Young Partnership Defined Benefit Retirement Plan first reports an interest in Vanguard Institutional Total Stock: $73M at 2024-12-31with Vanguard Institutional Total Stockaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAlbourne America LLC appears on Ernst & Young Partnership Defined Benefit Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Albourne America LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedErnst & Young Partnership Defined Benefit Retirement Plan funded ratio 106.7% -> 109.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedErnst & Young Partnership Defined Benefit Retirement Plan plan assets $2.5B -> $2.9B (+16.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceErnst & Young Partnership Defined Benefit Retirement Plan no longer reports Lazard Qrpey Blended Emerging Marke (last held $61M at 2022-12-31; absent from the 2023-12-31 filing)with Lazard Qrpey Blended Emerging Markeaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Cash | $22 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $91.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mondrian All Countries World Ex-Us103 12 ie | Mondrian Investment Group(us) Inc | Pooled vehicles | $23.6M held | Disclosed holding | askebsa.dol.gov |
+46 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,934 | $2.9B | $2.8B | 109.0% | $3.0B | $150M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,839 | $2.5B | $2.5B | 106.7% | $3.0B | $78.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,700 | $3.1B | $2.3B | 115.2% | $2.5B | $67.8M | Not disclosed | Not disclosed |
- Albourne America LLC codes 17 51 $56,225 PY2024
- Mondrian Investment Group(us) Inc codes 50 51 $51,200 PY2024
- Jpmorgan Chase Bank, N.A. codes 21 50 51 PY2024
+55 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ernst & Young Partnership Defined Benefit Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+6 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+20 connections on the graph
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