DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Mineola, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $724,679 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $1.3M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 18 | $18.7M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 3 | $3.5M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 19 | $20.1M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $684,494 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 1 | $1.1M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 1 | $1.4M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 50 | $52.0M | Dec 31, 2024 | Derived |
| Preferred stock | n/a | n/a | n/a | 2 | $1.9M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Segal Marco Advisors | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| The Segal Co. (eastern States) Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of America | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| American Realty Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| J.P. Morgan Investment Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Mackay Shields | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Atalanta Sosnoff Capital | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Smith Affiliated Capital Corp. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Sage Advisory Services Ltd. Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |