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
The Retirement Plan of Flushing Bank
Corporate pensionUniondale, NY
Assets
$18.2M
Total assets, Sep 30, 2025 reported
Funded
87.9%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
9
none on the tape
Plan sponsor: Oceanfirst Bank
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 46.1%
- Registered investment companies 53.9%
Consultants and advisers
1 firms
- Empower Actuarythrough Sep 30, 2023 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
- Prudential Retirement & Annuity Ins9 rows, latest Sep 30, 2025
Commitments
9 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 Sep 30, 2025 | PRU Long Corporate Bondseparate account | Prudential Retirement & Annuity Ins | Fixed income | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $218,263 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | PRU Long Corporate Bondseparate account | Prudential Retirement & Annuity Ins | Fixed income | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $284,759 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $283,298 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | PRU Long Corporate Bondseparate account | Prudential Retirement & Annuity Ins | Fixed income | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $4.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 Sep 30, 2025 | 225 | $19.1M | $15.8M | 87.9% | $18.2M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 227 | $17.7M | $16.5M | 95.7% | $19.1M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 229 | $18.8M | $17.0M | 99.4% | $17.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes $134,387 PY2024
- Morgan Stanley codes $60,000 PY2024
- Prudential Short-Term Sched. D P $218,263 PY2024
- PRU Long Corporate Bond Sched. D P $3.6M PY2024
- Long Duration Bond/ir&m Fund Sched. D P $4.5M PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes $117,675 PY2023
- BDO USA P.C. codes $23,600 PY2023
- Prudential Short-Term Sched. D P $284,759 PY2023
- PRU Long Corporate Bond Sched. D P $3.7M PY2023
- Long Duration Bond/ir&m Fund Sched. D P $4.7M PY2023
- Empower codes 11 PY2023
- Prudential Retirement codes $110,028 PY2022
- Morgan Stanley codes $60,000 PY2022
- Prudential codes $24,094 PY2022
- Bdo codes $22,500 PY2022
- Long Duration Bond Ir&m Fund Sched. D P $4.2M PY2022
- Pimco Long Dur Bond (is) Sched. D P PY2022
- Prudential Short Term Sched. D P $283,298 PY2022
- PRU Long Corporate Bond Sched. D P $3.5M PY2022
- Empower codes 11 PY2022
What changed
2 events
- Oct 1, 2024Funded status changedThe Retirement Plan of Flushing Bank funded ratio 95.7% -> 87.9% (2023-10-01 to 2024-10-01)
- Oct 1, 2023Funded status changedThe Retirement Plan of Flushing Bank funded ratio 99.4% -> 95.7% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 412231564-001
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.