Metropolitan Opera Association Retirement Plan
Corporate pension, based in NEW York, New York, reporting $278M in assets, for 1,641 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, ONE Rock Capital Partners IV, LP appears on Metropolitan Opera Association Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
44 more dated events
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Relationship network
108 connected entities
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
- 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
- Interest-bearing cash 2.0%
- Partnership/joint venture interests 67.5%
- Registered investment companies 29.0%
Consultants and advisers
- Partners Capital Investment adviser (plan)through Jul 31, 2023 Form 5500
- State Street Global Advisors Trust Company Custodianthrough Jul 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Jul 31, 2023 Form 5500
People
Manager roster
- Elliott Co-Investment- B1 to B7, Cplan years 2025
- 8vc-Fund VIplan years 2025
- Hollyport Ix Feeder LPplan years 2025
+98 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedONE Rock Capital Partners IV, LP appears on Metropolitan Opera Association Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with ONE Rock Capital Partners IV, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedHollyport Ix Feeder LP appears on Metropolitan Opera Association Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Hollyport Ix Feeder LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWalleye appears on Metropolitan Opera Association Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Walleyeaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedElliott Co-Investment- B1 to B7, C appears on Metropolitan Opera Association Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Elliott Co-Investment- B1 to B7, Caskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAvesi Partners Fund Ii-A LP appears on Metropolitan Opera Association Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Avesi Partners Fund Ii-A LPaskebsa.dol.gov
+44 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
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 Jul 31, 2025 | 1,641 | $265M | $296M | 86.4% | $278M | $188M | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 1,647 | $248M | $299M | 85.4% | $265M | $174M | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 1,585 | $246M | $290M | 84.5% | $249M | $165M | Not disclosed | Not disclosed |
- Partners Capital codes 27 51 $1.6M PY2024
- Proskauer Rose LLP codes 29 50 $153,953 PY2024
- Milliman codes 11 50 $127,562 PY2024
+230 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+46 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
+105 connections on the graph
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