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
Plan for Retirement Allowances for Represented Employees
Corporate pensionWall Township, NJ
Assets
$173M
Total assets, Sep 30, 2025 reported
Funded
96.1%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: NEW Jersey Natural Gas Company
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- USI Consulting Group Actuarythrough Sep 30, 2024 Form 5500
- SEI Investment Company Custodianthrough Sep 30, 2023 Form 5500
- Hewitt Associates Actuarythrough Sep 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 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
$568,015 (2024-09) · $605,043 (2023-09)
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 Sep 30, 2025 | 689 | $166M | $130M | 96.1% | $173M | n/a | $173M | n/a |
| 2023 to Sep 30, 2024 | 701 | $144M | $128M | 100.1% | $166M | n/a | $166M | n/a |
| 2022 to Sep 30, 2023 | 720 | $137M | $121M | 104.1% | $144M | n/a | $144M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments codes 15 19 21 25 28 51 $625,351 PY2024
- AON Plc codes 11 15 $205,475 PY2024
- BDO USA, P.C. codes 10 50 $29,700 PY2024
- NEW Jersey Natural Gas Master Sched. D M $173M PY2024
- AON Consulting, Inc. codes 11 PY2024
- SEI Investments codes 15 19 21 25 28 51 $605,748 PY2023
- AON Plc codes 11 15 $220,820 PY2023
- BDO USA, P.C. codes 10 50 $60,871 PY2023
- Usi codes 11 15 $8,260 PY2023
- New Jersey Natural Gas Master Sched. D M $166M PY2023
- AON Consulting, Inc. codes 11 PY2023
- SEI Investments codes 15 19 21 25 28 51 $605,043 PY2022
- AON Plc codes 11 15 $210,635 PY2022
- New Jersey Natural Gas Master Sched. D M $144M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Oct 1, 2024Funded status changedPlan for Retirement Allowances for Represented Employees funded ratio 100.1% -> 96.1% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedPlan for Retirement Allowances for Represented Employees plan assets $144M -> $166M (+15.3%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedPlan for Retirement Allowances for Represented Employees total assets $144M -> $166M (+15.4%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedPlan for Retirement Allowances for Represented Employees funded ratio 104.1% -> 100.1% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 210621680-002
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.