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Allocators
Warsaw, NY
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Commingled Pension Trust Fund | n/a | Pooled vehicle | $70.8M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund | n/a | Pooled vehicle | $65.9M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund | n/a | Pooled vehicle | $65.3M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $2.4M | Sep 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 0 | $378 | Sep 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 96 | $65.3M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Discretionary trustee | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| State Street Bank & Trust Company | Directed trustee | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |