Liberty Lines Transit, Inc. Pension Plan
Corporate pension, based in Yonkers, New York, reporting $10.4M in assets, for 148 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2023, Liberty Lines Transit, Inc. Pension Plan funded ratio 102.3% -> 80.0% (2022-01-01 to 2023-01-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Allspring Core Bond Cit N1 commitment
Relationship network
18 connected entities1 observed commitmentcommitments 2023
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.
- 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
- Interest-bearing cash 3.0%
- Common/collective trusts 75.9%
- Registered investment companies 21.0%
Consultants and advisers
- Wealthspire Retirement Advisory Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
What changed
- Jan 1, 2023Funded status changedLiberty Lines Transit, Inc. Pension Plan funded ratio 102.3% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLiberty Lines Transit, Inc. Pension Plan plan assets $14M -> $10M (-25.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Allspring Core Bond Cit Ncollective trust | Liberty Lines Transit, Inc. | Fixed income | $248,893 held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 148 | $10.1M | $10.4M | 80.0% | $10.4M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 121 | $13.6M | $10.3M | 102.3% | $10.1M | $0 | $0 | $0 |
- PCS - Connecticut codes 33 $31,181 PY2023
- Allspring Core Bond Cit N Sched. D C $1.7M PY2023
- Principal/alliance Bernstein Lg Cap Sched. D C $250,884 PY2023
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: managers.
Record history
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.