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
Bethpage Federal Credit Union Pension Plan
Corporate pensionBethpage, NY
Assets
$114M
Total assets, Dec 31, 2024 reported
Funded
114.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Bethpage Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.0%
- Registered investment companies 99.9%
Consultants and advisers
2 firms
- First State Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Capital Stratagies Invt Group LLCplan years 2024
- Charles Schwabplan years 2023
- Capital Oneplan years 2022
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
$100,027 (2023-12) · $103,180 (2022-12)
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 Dec 31, 2024 | 574 | $105M | $82.6M | 114.7% | $114M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 577 | $97.7M | $77.9M | 121.0% | $105M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 579 | $116M | $71.3M | 128.8% | $97.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab codes 28 50 $77,893 PY2024
- First State Trust Company codes 21 50 $56,767 PY2024
- Capital Strategies codes 28 50 $25,752 PY2024
- Deloitte Consulting LLP codes 11 PY2024
- Charles Schwab codes 28 50 $75,201 PY2023
- First State Trust Company codes 21 50 $54,342 PY2023
- Capital One codes 28 50 $24,826 PY2023
- Deloitte Consulting LLP codes 11 PY2023
- Capital One codes 28 50 $103,180 PY2022
- First State Trust Company codes 21 50 $56,171 PY2022
- Deloitte Consulting LLP codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship endedinferenceCapital One no longer appears on Bethpage Federal Credit Union Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Capital Oneaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedCapital Strategies appears on Bethpage Federal Credit Union Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Capital Stratagies Invt Group LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedBethpage Federal Credit Union Pension Plan funded ratio 121.0% -> 114.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedCharles Schwab appears on Bethpage Federal Credit Union Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Charles Schwabaskebsa.dol.gov
- Jan 1, 2023Funded status changedBethpage Federal Credit Union Pension Plan funded ratio 128.8% -> 121.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBethpage Federal Credit Union Pension Plan plan assets $116M -> $98M (-16.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111525965-001
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.